Virtual group sessions with industry experts to educate yourself on a wide range of topics in detail. View our extensive webinar library to educate yourself now or join the live conversation by registering for one of our upcoming sessions.

Join the live conversation by registering for one of our upcoming sessions.

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Latest Past Events

Annual Awards Gala Celebration

Savvy Ladies Awards Celebration November 16th, 6:00 PM ET with Veronica Dagher, Wall Street Journal Senior Wealth Management Reporter, as our Savvy Ladies Head of Ceremonies Join us in celebrating outstanding […]

Long-Term Care: An Overview

Long-term Care:  An Overview Live virtual session on Wed, 11/9 at 1:00 pm ET.   Register here:  https://us02web.zoom.us/meeting/register/tZcpdeCgqT4oGtUIj1Iz4oQ7rdoVB2RFR1Ev

Financial Implications of Pet Ownership

Animals are just plain cute and can bring so much joy to your life, but like children, they are not cheap – especially if you care for your pet properly. […]

Webinar Library

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Let’s Talk Insurance: Property and Casualty

Let’s Talk Insurance: Property and Casualty

Learn about property and casualty insurance, what it protects, and its importance to you and your property is. By definition, property insurance helps cover stuff you own, like your home or car. Casualty insurance means that the policy includes liability coverage to...

Real Estate as an Investment

Real Estate as an Investment

In this 2-part virtual educational session, finance and real estate experts Kristen Bonnier and Ashesh Shah, CFP®, discuss how to use the equity of your home for investing, as well as how to access those funds. What you'll learn: Part 1: What is a Home Equity Line of...