Fraud Prevention

Each year millions of consumers lose their money, their privacy and, in some cases, their safety to scammers. While fraud perpetrators are widespread, there are ways to avoid becoming their next victim. This webinar will educate and empower you to recognize and avoid all types of scams — whether online, by phone, by mail, or in person. Protect yourself and your family by protecting your information and your finances.

September 28 - Estate Planning, Part 2: Having an Honest Conversation with Loved Ones about Your Wishes

Preparing for the inevitable can be a tough discussion; it’s one that many people find difficult to have with loved ones. However, it’s important to have a thoughtful conversation with your family as you plan for the future and discuss how you’d like your final requests honored. Join us, alongside Frank Pollaro, Senior Regional Vice President at Equitable, as we take a deep dive into the pamphlet “Share Your Love: A Family Discussion Guide” where we’ll cover important estate planning topics including:

  • Communicating your wishes to family
  • Identifying caretakers for loved ones
  • Creating and storing important documents
  • Selecting decision makers
  • Setting up account access
  • Efficiently transferring assets

Creating a plan is important, but discussing your wishes with loved ones and providing them with key details in the event of death or incapacity is an essential step in the process. By communicating properly with your family, you can help minimize legal fees, save them headaches, and reduce uncertainty while settling your estate.

Wednesday, September 28 at 5:30pm PT; sign up here


October 11 & 20 – Breezing Through the Holidays

It may be called “the most wonderful time of the year,” but December can also be filled with unwanted debt from holiday spending. Learn budgeting strategies and tactics to avoid that year-end credit card crunch and sidestep debt traps in the future.

Tuesday, October 11, 2022 at 10:30am PT; sign up here

Thursday, October 20, 2022 at 5:30pm, PT; sign up here

October 12 - Tax Free Investing

If you think you’re paying too much in taxes and want to keep more of what you earn, join us, alongside JB Walker at Templeton, for an in-depth webinar where you’ll learn about different tax-free investing options. The higher your tax bracket, the more beneficial these investments may be for you!

Additional topics include:

  • How municipal bonds work
  • Various types of municipal bonds
  • Taxable equivalent yields
  • Differences between tax-free income funds and individual bonds
  • How tax-free income funds can complement stocks

Wednesday, October 12 at 5:30pm PT; sign up here

October 26 - Auto Protection 101

Having auto protection is essential and choosing the right coverage can be confusing.  Join us to learn about how to pick the right insurance coverage to protect you and your family.  Whether you’re selecting insurance for the first time or have had other auto protection for years, this interactive webinar will provide insight and education that will give you another level of security.  Our guest experts have years of experience and will be happy to answer all your questions.

Wednesday, October 26, 2022 at 5:30pm; sign up here

Request Financial Guidance Today!

Our Certified Financial Specialists are ready to help you achieve financial freedom.

Submit an inquiry