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
Estate Planning (It's Not Just About Dying)
October 22, 2025
12:00 PM
100% of all adults will pass away… 25% of all adults will have some form of an incapacitating event or disability. In this webinar, we will discuss estate planning techniques for both a legacy plan and incapacity.
We will review basic estate planning lingo to be familiar with building the foundation of your estate plan. No matter your age or financial situation, this will be an informative session for you and your loved ones.
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
Capital Markets
November 5, 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.
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September 24, 2025
The Hidden Life Insurance Benefit You Didn't Know About
Presented By: Jared Kenney, ChFC®
Life insurance can do more than just help protect your loved ones - it can be a key tool for building towards financial security, growing wealth, and planning for the future. Jared Kenney, wealth advisor with The Noble Group, explains how.
Watch the recording here.
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.
Webinars
September 17, 2025
Guide to Retirement
Presented By: Kevin Morgan, J.P. Morgan
Audience: Future and Current Retirees
What You Missed: 5 Key Retirement Insights
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The surprising math of retirement readiness: Simple checkpoints show whether you’re on track—or falling behind—no matter your age or income.
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A fresh take on retirement spending: The “4% rule” doesn’t tell the full story. We learned why today’s retirees are rethinking how much they can safely spend.
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How you withdraw matters: The order of market returns can make or break your plan, a concept known as sequence-of-returns risk.
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Social Security timing is a game-changer: The difference between claiming early and delaying could add or subtract years of reliable income.
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Healthcare is the curveball: Rising Medicare premiums and long-term care costs remain the most unpredictable retirement expense.
May 28, 2025
Medicare Made Easy
Presented By: Warren Kolb
Audience: Future and Current Retirees
What You Missed: 5 Medicare Made Easy Takeaways
1. Healthcare costs are bigger than you think: A 65-year-old couple may need nearly $300,000 just to cover health expenses in retirement.
2. Enrollment timing matters: Miss the right Medicare window and you could face permanent penalties on your premiums.
3. Employer coverage isn’t always enough: Depending on your company’s size, Medicare might be primary—or secondary—to your group plan.
4. Your income affects your premiums: Higher earners can pay hundreds more each month for the same Medicare coverage through IRMAA adjustments.
5. Medicare doesn’t cover everything: Dental, vision, hearing, and even some cancer treatments require extra planning and coverage.
April 30, 2025
Ask the 401(k) Auditor
Presented By: Kristin Ryan, CPA
Audience: General
What You Missed: 5 Key 401(k) Audit Takeaways
1. Self-correction is expanding: New rules give plan sponsors more time and flexibility to fix mistakes without going through the IRS’s full audit process.
2. Part-time workers are changing the game: Under SECURE 2.0, long-term part-time employees (working as few as 500 hours a year) must now be tracked and may need access to your plan.
3. Compensation definitions matter: The #1 deficiency auditors see is using the wrong definition of “eligible compensation,” which can cost time, money, and compliance headaches.
4. Fiduciary oversight leaves a paper trail: If your committee doesn’t document its decisions and discussions, you may look out of compliance—even if you’re doing the right thing.
5. Cybersecurity is a fiduciary responsibility: Hackers are targeting plan data like Social Security numbers and birthdates, and sponsors can be held financially responsible if controls aren’t in place.
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.