Video Library

Watch this replay to gain valuable insights for your retirement planning, including how Social Security benefits are calculated, claiming options for married couples and divorcees, and the potential tax implications of your benefits.

Saving for retirement is crucial for your financial future, but many people wonder how much to contribute to a Roth or traditional IRA, how to invest, and how to stay the course. Feel more confident in your retirement journey, no matter what stage you are in, by watching the video below.

Watch the replay to learn how new policies from Washington could impact your financial plans. We’ll highlight key tax changes from the One Big Beautiful Bill (OBBB) and discuss how shifting politics and regulations might influence markets in the months ahead.

Change is inevitable — and few could have predicted the speed and intensity of the shifts we’ve seen since January. In today’s complex and interconnected world, anticipating change is no longer enough. It’s about seeing the bigger picture amid the noise.

Join economist Allison Boxer from PIMCO as she breaks down the evolving economy, shifting labor market, and the impact of trade policy and the “big, beautiful bill.”

Getting into college has never been more competitive — or more confusing. In this information-packed webinar, Nancy Steenson walks you through what to know about today’s admissions landscape and how to help students stand out in all the right ways.

No matter the age of your child or grandchild, this is your playbook for navigating the college admissions process with less stress and better results.

Estate planning isn’t just about legal documents — it’s about creating a smooth transition for your loved ones. Join estate planning attorney Scott Keifer on simple steps you can take now to protect your family and help them avoid unnecessary stress, legal battles, and costly fees if the unexpected happens.

Join us as we explore key insights from Lawrence Gillum from LPL Research, balancing cautious optimism with strategic opportunities in the year ahead. Discover how evolving trends in technology, fiscal policy, and market dynamics could shape the investment landscape for 2025.

With the holidays and year-end approaching, it’s the perfect time to consider how to give back. Watch to explore strategies that maximize impact, align with your financial goals, and encourage meaningful family philanthropy.

Join us as we explore the 2024 election landscape and policy implications. We’ll challenge common myths about election years and how to navigate your long-term investment goals. 

Learn how to age-proof your most valuable asset.

Have you considered your long-term care plan? Learn more about your insurance options, reduce family stress, and ensure care for yourself today and in the future.

Everyone in your family has a role in your financial journey together. Start a conversation with this webinar as we dive into concepts of measuring wealth, investing 101, and handling big life decisions.

Are you or a loved one approaching Medicare eligibility? Learn the A, B, C, and D of Medicare to make fully informed decisions.

Learn why Social Security is a critical component of an effective retirement plan and how making the right decisions can drive your retirement success.