Welcome to Our Free Public Webinars

Educating our community about important financial concepts is part of our mission. Due to the measures we are all taking to prevent the spread of the coronavirus, our events are currently still being held as webinars instead of in person meetings.

We hope you can join us for one or more of these timely events – they are easy to join from your home computer.  The presentations are lively, fact-filled and informal.  Your questions are encouraged!  Information is posted below. Bring your own popcorn!

We hope soon to be able to go back to our in-person Seminars as well!

Coming Events 2021

What are the top THREE things you should plan before retiring?

Webinar June 23 at 6 pm EDT

Given by Fran Toler

Setting that retirement date is exciting and nerve-wracking – are you really ready? What are the biggest strategies you should be thinking about?  Join us for a deep dive on pre-retirement planning topics that are a MUST! We want you to be fully prepared for this big step when you are ready to take it!

Register here for June 23, 6 pm 

https://webinar.ringcentral.com/webinar/register/9416213765119/WN_avVw5hnGTY2CERNGF4vk1g

Schedule of Future WEBINARS:

June 23 at 6 pm – What are the top THREE things you should plan before retiring?  

July (maybe)- Half-year Market Update

August 18 – 6 pm Is the Mexico Beach Plan right for You?

Sept. – Personal Cybersecurity – The latest!

Oct. – Federal Employees – What you need to Know!

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Our Past Webinars

Here are links to some of our favorite recent Webinars:

April 28: Sustainable Investing Earth Day: Protecting Tropical Forests as an Investor: https://youtu.be/E4D9dTNR5cU 

April 15: Financial Planning for LGBTQ Communities :  https://www.youtube.com/watch?v=aLIGIVEbkgo

March 24: ESG Conference at George Mason University: https://www.youtube.com/watch?v=TsLDgaGel5k

March 3: Proactive Tax Strategies for 2021: https://www.youtube.com/watch?v=nPlm3SA1V44

Feb. 24: 5 Ways to pay less  for College

2020

Invest Your Values Webinar – Racial and Gender Equity:  https://www.youtube.com/watch?v=Dpxaz6XfFPE

Invest Your Values – Climate Change and Fossil Fuel Free Investing  https://www.youtube.com/watch?v=CP-01jTyk-k

Our Past In-Person Events