Webinar Library
Register for our Social Security Webinar on May 21!
We’re hosting a complimentary Social Security webinar on Thursday, May 21 at 12:00 p.m. PT / 3:00 p.m. ET, designed to help you better understand how Social Security fits into retirement income planning and risk management.
This educational discussion will explore:
✅ When and how to claim Social Security benefits
✅ How Social Security works alongside other retirement income sources
✅ Key considerations around taxes and long‑term planning
Your 2026 Tax Update: Breaking Down the One Big Beautiful Bill
In this webinar, we’re joined by LPL Financial’s Government Relations Team for a clear, conversational overview of the One Big Beautiful Bill and the current tax environment. We walk through:
🟦 Key changes taking effect this year
🟦 How these updates may impact your upcoming tax filing
🟦 What to consider as you gather documents and prepare for tax season
🟦 Practical insights to help you feel more confident and informed
Whether you’re already deep into your tax prep or just getting started, this session is designed to give you straightforward, actionable guidance. If you have follow‑up questions or want help understanding how these updates apply to your financial situation, our team is here to support you.
Cybersecurity Made Simple
Curious about AI? Whether you're exploring it for the first time or just trying to make sense of all the buzz, this webinar breaks it down in a way that’s simple, practical, and empowering. No jargon. No overwhelm. Just clarity. Learn about:
🟦 What AI actually is — and what it isn’t
🟦 How AI shows up in your everyday life (often without you noticing!)
🟦 Easy, safe ways to start using AI tools
🟦 What to be mindful of so you stay confident and in control
Generational Wealth: Understand, Plan and Communicate
If you’re thinking about how to support the next generation and keep your family connected along the way, watch our replay of this webinar on Generational Wealth, featuring Karen Ireland, CFP®, Senior Strategist – Business Development at @MFS . Transferring wealth is about much more than handing down assets — it’s about protecting relationships, preserving values, and preparing your family for long‑term harmony and success. In this conversation, we explore:
🟦Approaches to reducing tax‑related friction while strengthening family unity
🟦Meaningful ways to pass along family values, stories, and traditions
🟦Practical tools for navigating multigenerational family dynamics
🟦Additional insights to help you build a healthy, lasting legacy
Rewire Your Habits: Holiday Edition
Watch this recorded session with Sheila Stephens, Board-Certified Health & Wellness Coach, as she shares practical strategies to help you feel your best and stay balanced—especially during the holidays. In this video, you’ll discover:
🟦 A simple framework for creating habits that last
🟦How your brain builds habits (and how to reshape them)
🟦 A calming breathwork and meditation exercise
🟦 Steps to craft your personalized wellness plan Start your journey to a calmer, more balanced you today!
