Previously Recorded Webinars

Missed a live webinar? It’s not too late! Learn about the money topics
important to you by viewing our previously recorded webinars here.

Why is Everyone Talking about Health Savings Accounts (HSAs)?
Join us for a look at how an HSA can score you a triple tax break, save you money on healthcare expenses, and help you save for retirement.

Women and Money
Women face unique challenges when it comes to financial planning. Attend this webinar to learn about them and gain knowledge and confidence in financial management and investing.

Investing in Inflationary Times
With inflation running at 40 year highs, are you making the right moves to ensure your money is keeping up? Join us as we look at how to approach investing in a high inflation environment.

Plan it Forward
Talking about and planning for the passing of money between family members can be tricky. But it is so important to take care of this today so that your family’s financial future isn’t disrupted. Join us to learn how to plan your money forward.

Giving More Generously
In this class you’ll learn about charitable remainder trusts, donor advised funds, and qualified charitable distributions as well as how you and your charities can benefit from them.

Why Saving Roth May Make Sense
Are you concerned about taxes taking a sizeable bite out of your investments? Join us as we look at the benefits of utilizing the Roth tax treatment and why this may make sense for your retirement accounts.

Pre-Retirement Checklist
Retirement is an exciting time of change and new beginnings for you and your money. But planning starts well before you are eligible for AARP membership!  Join us to explore a comprehensive pre-launch checklist to make sure you are completing all the necessary tasks to be ready for your new beginning: life after work. Click here to download the Pre-Retirement Checklist.

Build Wealth by Fighting Lifestyle Creep
Did you get a raise or promotion? Did all that new income seem to just disappear? We call this lifestyle creep. Join us for a discussion on this phenomenon and ways to mitigate the negative effects on wealth building.

Retirement Rules of Thumb
Join us for a discussion on several commonly accepted retirement and savings rules of thumb. We will discuss the origin of these rules, the strengths and weaknesses and how they may apply to your individual situation.

Can We Stay King of the Hill?
The dollar remains the world’s reserve currency affording the United States the near-term ability to print and spend money at a torrid pace. How long can this last? Join this class for a discussion about potential effects of recent economic stimulus programs.

What You Need to Know About Repaying Student Loans
Congratulations on your graduation! Now is the time to start thinking about a plan to pay off your college debt. Attend this class to learn about the many payment options and develop a strategy to put the debt behind you.

What’s the Deal with Crypto?
In this class you’ll learn what cryptocurrencies like Bitcoin actually are, who the major players are, and why they’ve become so popular. We’ll also explore the future of cryptocurrencies and discuss if investing is a good idea.

All About Medicare
Learn about the different parts of Medicare and how they work together. How much will it cost? How do I pick a Medicare Advantage or Medigap Plan? What IS a Medigap Plan? This webinar addresses the key ins and outs of Medicare to empower you to make good decisions.

How to Juggle Family Money Needs
With college costs on the rise, one common goal for parents is to ensure the kids aren’t saddled with debt when they graduate. Yet those same workers may have parents, in-laws or other family members who need financial support now, and of course, they need to save for their own retirement. Join this webinar to learn how to balance these and other savings goals while still paying for today’s family needs.

Making the Most of Social Security
Between the confusion of what benefits you’re entitled to and when, as well as the future of Social Security, there are many opinions and questions out there. This webinar will untangle the basics of Social Security and help you plan for your future by detailing what benefits to expect in retirement and how to make the most of them.

Help Your Money Avoid the Holiday Hangover
Better money management is a common new year’s resolution. Join this class to learn how to cure the post-holiday money hangover and get tips for doing money better next holiday season.

How to Trade Individual Stocks
Buying and selling individual stocks sounds like a great way to make money. But where do you begin? Join us for a look at the types of accounts, trading platforms, and order types for trading individual stocks. We’ll talk about how to research stocks and manage your expectations between speculating and investing.

Budgeting That Doesn’t Hurt
Who says you have to do without?! Traditional budgeting tells us we have to remove certain expenses to save money. Tune in to learn how you can keep your favorite extras and still come out ahead!

Money Doesn’t Grow on Trees
Teaching our children how to make good financial decisions is as important as teaching them right from wrong. Yet, often we ourselves were never taught the basics at home or in school. Join us as we review a checklist of essential money lessons everyone should know.

What to Consider Before Taking a Retirement Plan Loan
Taking a loan from your retirement plan may at times seem like an easy solution. Before making that decision, attend this webinar to learn more about the loan process, as well as a few dos and don’ts.

What You Need to Know About Naming Beneficiaries
One of the most important steps in estate planning is properly naming your beneficiaries. Unfortunately, this seemingly simple task can have a number of nuances and pitfalls associated with it. This webinar will explore the ins and outs of selecting beneficiaries for your retirement accounts.

You Go Girl! Be Strong & Smart About Your Money
Have you ever felt lost in financial terms and just want a safe space to learn? Ladies, this one is for you. Attend this webinar to gain financial confidence in a judgment free zone.

How is Your Cybersecurity
Cyber-crime is one of the fastest growing and evolving crimes in the world. How can you protect your accounts and sensitive information from cyber-thieves? This webinar will discuss the steps needed to help secure your online accounts and ensure you are protected in the event of an attack.

Building Financial Confidence for Those New to the USA
Whether you’ve just recently set foot on American soil or you’ve been here for years and are still confused by the banks and financial systems in the U.S., this is the webinar for you. Learn about money topics common to immigrants so you can confidently make a plan based on your own financial goals.

5 Tips for First-time Home Buyers
Mortgage interest rates are at all-time lows, and you’ve been thinking about buying your first home for a while now, but how can you be sure you’re ready? Join us for this live webinar where we’ll cover topics such as the importance of your credit score, understanding affordability, and more.

Investing 101
Are you dazed and confused by investment jargon? Join this class to learn the basics of investing. You’ll gain insights into investment strategies and asset allocation techniques to help you become a better investor.

Active vs. Index Investing: Which is Better?
Learn the differences between low-cost index funds and their active counterparts and how to determine which is better for you.

College Planning Outside the Box
College costs have skyrocketed over the past 30 years. Traditional borrow and spend strategies have led to huge, and often crippling, amounts of student debt. This webinar will explore ways to keep college costs in check and help reduce reliance on student loans.

Turning On Retirement Income
You’ve spent your career building savings for retirement. Now, it’s time to create a plan for turning those savings into an income that will last a life time. Join us to learn strategies for converting your savings into retirement income and to better understand your distribution options.

Do Presidential Elections Affect the Stock Market?
Join us for an historical look at the correlation between U.S. presidential elections and the stock market.

Take Charge of Your Student Loans
According to the Federal Reserve, college loans officially hit $1.6 Trillion in 2019. According to the College Board, the average new grad owes $29,000. How do these loans work? Where is this money coming from? Will students actually be able to pay these loans back? Join us to get answers to these questions and more.

Mutual Funds vs. ETFs: Which are Better?
Join us to better understand how mutual funds and exchange traded funds (ETFs) differ and where each approach may work best for investors.

Unemployment During COVID-19
Join Money Advisors Alex Moen and Jay Voigt as they address pressing questions regarding unemployment, including who qualifies, state-by-state variations, and how to file.

Which is Better: Term or Permanent Life Insurance?
Join us for a look at the different types of life insurance and a guide to determining how much you need.

All About Roth
Do you have questions about Roth? Have you wondered “Can I contribute to the Roth 401(k) and a Roth IRA?” “What are the advantages of Roth?” and, “Is it a good option for me?” This webinar will answer your questions and discuss how a Roth 401(k) plan can produce tax-free income for you in retirement.

Why is Everyone Talking about Health Savings Accounts (HSAs)?
Join us for a look at how an HSA can score you a triple tax break, save you money on healthcare expenses, and help you save for retirement.

Completing the Dreaded FAFSA®
Join us as we highlight the important benefits to be had by completing the Free Applications for Federal Student Aid (FAFSA®). We will also share tips for completing the application, as well as tips for keeping college costs down in general.

Roth Conversions
If you like Roth accounts for their tax-free income in retirement, have you considered converting some of your existing pretax dollars to Roth? This class is ideal for those who’ve been told they earn too much to make Roth IRA contributions. Learn about another way!

Take Charge of Your Student Loans
According to the Federal Reserve, college loans officially hit $1.5 Trillion in 2018. According to the College Board, the average new grad owes $28,400. How do these loans work? Where is this money coming from? Will students actually be able to pay these loans back? Join Jay Voigt, CFP® to get answers to these questions and more.

5 Tips for New Home Buyers
Thinking about buying your first house? Join this session to learn how it’s done.

Tell Your Money Where to Go
Worker paychecks can be a scarce resource. Learn how to prioritize money goals and stick to a money plan. We’ll cover a basic overview of the financial planning process and attendees will receive a comprehensive financial planning checklist to track progress.

What To Do With Your Tax Refund
So you got a little bit more back from the IRS than you though you would. Before you spend it, consider what you could do with that money to impact your financial situation. Join us to talk through some great ideas for your refund.

Living On Commission: Budgeting on a Fluctuating Income
The fluctuating income experienced when living on commission poses its own set of budgeting challenges. Join this session to learn the 5 keys to success.

What’s a Mutual Fund?
If you invest through an employer sponsored retirement plan then there is a very good chance you’re investing in mutual funds. Attend this webinar to learn what a mutual fund is, and the differences between them.

Understanding Your Retirement Plan Statement
Ok, admit it, it has been years since you actually looked any farther down your statement than the bold balance at the top, right?  No wait, it’s that unopened email you receive from the recordkeeper reminding you to log in to a webinar to access your statement.  We’ve all been there.  Attend this website to learn what your statement actually says and how to read it.  We will look through several examples of recordkeeper statements to identify the important parts and the common elements.

Di a tu dinero adonde ir
Los cheques de la paga pueden ser un recurso escaso. En esta clase, participantes aprenden como a priorizar metas de dinero y seguir un plan de dinero. Revisaremos un resumen básico del proceso de planificación financiera y asistentes recibirán una lista completa de planificación financiera para llevar un registro de su progreso.

Newlyweds’ Guide to Money
“First comes love, then comes marriage, then comes combining budgets for a happy marriage.” Okay, so maybe that’s not how you remember the rhyme, but talking to your honey about money is a vital part of ensuring a happy and lasting marriage. Whether you’ve just set the date or you’re several anniversaries in, join us for this webinar as we discuss the importance of marrying accounts, setting common goals, and understanding each other’s money language.

For Federal Employees: All About the T.S.P.
If you are a Reservist, Guard Member, Active Duty Service Member, Veteran, or Federal Employee with money in the Thrift Savings Plan there are important things you need to know.  This webcast will help you understand why it may be in your best interest to keep your money in the TSP until retirement.  We will do an in-depth review of the investment options available in the plan.  Additionally, we will help you understand how to get more money into the plan and eventually, how to get it out.

Couples Money Talk
Financial differences can put a great deal of stress on a relationship, but money problems do not have to become relationship problems.  In this webinar, we will be discussing how to work together to make a financial plan that feels comfortable to you and your significant other.

Five Ways to Improve Your Credit Score
In the land of credit scores, FICO is king. Most lenders in the US use FICO scores in deciding whether to offer credit to you and at what rates. In fact, FICO scores are used in about 10 billion decisions worldwide each year. Do you know your FICO score? Do you know what determines your score? This webinar will discuss the components of the FICO credit score and five ways you can increase yours.

Financial Elder Care: Taking Care of Your Parents
We want to provide the best for our aging loved ones, but where do we begin? With financial and estate planning matters to consider, as well as the day-to-day issues affecting the care of seniors, such as assisted living and life planning, it can all be overwhelming. Join us as we discuss key elder care concepts and the steps that you need to make to protect those you care about.