Lunch & Learn Webinar Schedule

Your Legacy - 5 Steps for Proper Estate Planning When can I quit? - The Basics of Retirement Planning How does this work? - Fundamentals of Social Security A New Frontier - Understanding the Fundamentals of Cryptocurrency Getting to Campus - College Education Funding Timely Topic
Virtual (Zoom) Virtual (Zoom) Virtual (Zoom) Virtual (Zoom) Virtual (Zoom) Virtual (Zoom)
Thursday, November 9th, 2023 Thursday, January 25th, 2024 Thursday, March 7th, 2024 Thursday, May 16th, 2024 Thursday, July 11th, 2024 Thursday, September 26th, 2024
From 12:00pm to 12:30pm From 12:00pm to 12:30pm From 12:00pm to 12:30pm From 12:00pm to 12:30pm From 12:00pm to 12:30pm From 12:00pm to 12:30pm
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Description:
What is estate planning?
Why do I need it?
What documents are essential?
How can I protect my family?
How do estate taxes work?

Get answers to your questions by attending.
Description:
Do I have enough to retire?
How can I stay retired, and not need to go back to work?
Will I run out of money during retirement?
How can grow my retirement savings?

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Description:
When should I start collecting social security?
How do I maximize my monthly social security check?
I am married (or divorced)….how does this impact my social security benefits?
Is social security likely to exist by the time I start collecting?

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Description:
What is Bitcoin?
Who controls cryptocurrencies?
How are cryptocurrencies different from other forms of currency that have existed for centuries?
Who can even answer my questions about this new internet money?
We address these questions, and explain the fundamentals of cryptocurrency and Bitcoin.
Description:
How can I send my child or grandchild to college without student loans?
Which savings account is best?
How does financial aid work, and how do we maximize it?
What tips should I know about for completing the FAFSA Form?

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Description:
Our timely topic webinars focus on a popular financial subject in recent news.
We address the topic, give our opinion, and answer questions about it.
We will announce the topic for this webinar as the date gets closer.

All events are ET