2025
Seminar and Webinar Series
This list is continuously updated. Details are subject to change.
Interested in becoming a seminar sponsor? Click here to complete a brief form.
Happening Soon
Webinar
Retirement Planning – Preparing for a Confident Retirement
August 27, 2025
12:00 PM
Whether you’re just starting out or retirement is in the near future, this webinar will give you insights into how planning for retirement will guide you in your years after work. We will focus on the five pillars of retirement planning – Cash flow and income planning, tax planning, risk management, portfolio management and estate planning.
Seminar
Guide To Retirement
September 17, 2025
11:30 AM
Please join The Noble Group and J.P. Morgan’s Kevin Morgan as he unlocks the secrets to better retirement planning utilizing the JPM Guide to Retirement. See how the insights, charts & graphs in this presentation can help people make more informed decisions & avoid common retirement pitfalls. This includes optimizing decisions around...
-Saving
-Spending
-Market volatility
-Social Security
-Avoiding tax surprises
-Preparing for rising health-care expenses & other spending shocks
Seminar
Capital Market Update
November 5, 2025
11:30 AM
With trade policy uncertainty, slowing growth and rising market volatility, 2025 is shaping up to be a defining year for investors. Capital Group’s Outlook is designed to cut through short-term disruption and help you refocus on long-term opportunity. It starts by asking the right questions.
In our meeting, we’ll cover:
-How are trade policies reshaping global markets?
-Is now the time for a more defensive mix of equities?
-How can bonds help diversify portfolios during market swings?
-Is your portfolio positioned to weather volatility — and find opportunity?
What's Ahead
Mark your calendars for upcoming special guest speakers, informative topics, and financial insights.
Seminars
Webinars
401(k)
September 17, 2025
Capital Markets
November 5, 2025
Retirement Planning
August 27, 2025
Life Insurance
September 24, 2025
Estate Planning
October 22, 2025
Year-End Financial Planning
November 12, 2025
Long-Term Care
December 10, 2025
What You Missed
To view recordings of past webinars, click here.
Seminars
Webinars
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March 25, 2025
Smart Tax Planning to Pursue a Secure Retirement
Presented By: Jared Kenney, ChFC®
Audience: High Net Worth Individuals
What You Missed: 5 Smart Tax Planning Takeaways
1. Timing is everything when it comes to taxes: Strategic Roth conversions can help you manage future retirement income taxes.
2. Life Insurance Retirement Plans (LIRPs): These aren’t just about death benefits—they can create tax-free income and provide long-term care coverage.
3. Charitable giving strategies: Donor-Advised Funds can provide immediate tax deductions and long-term planning flexibility.
4. Health care and inflation risks: Both are often underestimated and can erode retirement savings faster than expected.
5. Income planning must answer 3 questions: How much you need, where to take it from (taxable vs. tax-free), and when to start.
July 1, 2025
Medicare Made Easy – Simplifying Your Options
Presented By: Jared Kenney, ChFC®
In this webinar, we’ll break down the different parts of Medicare, explain coverage options, and help you make informed decisions to manage healthcare costs in retirement. Don’t miss this chance to simplify Medicare and ensure you’re maximizing your benefits for a secure financial future.
Watch the recording here.
May 15, 2025
5 Simple Ways to Increase Social Security Benefits
Presented By: Jared Kenney, ChFC®
There are hundreds of options on claiming Social Security for individuals and married couples. We will delve into the basics of Social Security and how benefits work for you and your family. We will highlight spousal options, survivor options, when best to take your benefits and the new Social Security Fairness Act. We will also address the number one question most people have… will Social Security be there for me?
Watch the recording here.
April 29, 2025
The Principles of Long-Term Investing Resilience
Presented By: Jarrod Hageman, CFP®
Jarrod Hageman, CFP® covers key principles like compounding, diversification, and staying the course through market fluctuations. You’ll learn how a disciplined, patient approach can help you build lasting financial success and secure your future.
Watch the recording here.
February 27, 2025
The Triple Tax Benefits of Health Savings Accounts
Presented By: Jarrod Hageman, CFP®
Join Jarrod Hageman, CFP® as he outlines three potential tax benefits of Health Savings Accounts, or HSAs.
Watch the recording here.
February 13, 2025
How to Minimize Taxes: 5 Opportunities in 2025
Presented By: Jared Kenney, ChFC®
Tax Cut and Jobs Act (TCJA) is set to sunset at the end of this year, ending 8 years of favorable tax rates for most individuals. While each person’s plan is unique to them, we will explore the foundations of annual tax planning that everyone can potentially utilize to lower their tax burden in 2025 and beyond.
Watch the recording here.