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All webinars are hosted virtually via Microsoft Teams. Attend from anywhere—just choose the topics you’re interested in and the date and time that fit your schedule and register today. |
![]() Guiding Your Financial Journey & Smart Strategies for Your Retirement Two powerful topics in one event. First, we’ll cover how to build a strong foundation for your financial future and share efficient retirement strategies that can help you preserve more of what you've earned. Choose Your Session:
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![]() Long-Term Care: Will You Be Prepared When It Matters Most? Most Americans over 65 will need long-term care—but many aren’t prepared to pay for it.¹ This webinar explores costs, care options, and how to create a strategy that can protect your assets and your family’s financial security. ¹Anqi Chen, Alicia H. Munnell, and Gal Wettstein. 2025. "Do Older Adults Understand Healthcare Risks, and Do Advisors Help?" Issue Brief 25-2. Center for Retirement Research at Boston College. Choose Your Session:
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![]() Estate Planning Made Simple: Share Your Love and Protect Your Legacy Estate planning is about more than executing legal documents --it's about protecting your loved ones from confusion and uncertainty during an emotional time. We'll offer suggestions on how to initiate an open, thoughtful dialogue on this important topic by walking you through the Share Your Love Family Discussion Guide. Choose Your Session:
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