Investing and Financial Planning Webinar Library

Discover our comprehensive collection of expert-led webinars designed to empower your financial journey. From investment strategies to retirement planning, our carefully curated library offers practical insights for investors at every stage. Browse our growing 2025 collection to gain the knowledge and confidence needed to make informed financial decisions in today's dynamic market.

During this webinar, Kacie Swartz, CFP®, CIMA ® will cover:

  • Market volatility is normal - prepare for ups and downs

  • Build an emergency fund based on your actual spending needs

  • During uncertainty, build cash by turning off dividend reinvestment

  • Consider credit lines (home equity or brokerage) as backup options

  • Use market downturns for tax-loss harvesting to reduce taxes

During this webinar, Sara Glakas will cover:

  • Market drops are due to tariff uncertainty, with more clarity coming soon.

  • Split your money between safe assets (for short-term needs) and growth investments (for long-term goals).

  • Safe options currently yield about 4%.

  • Stocks are best for long-term money only.

  • More investment risk typically means better long-term growth.

During this webinar, Sara Glakas will cover:

  • Key factors that can influence the markets in 2025

  • How inflation and interest rates may impact your investments

  • What does investing based on political party do to a portfolio

  • Economic indicators to watch, and most importantly…

  • Strategies for long-term investing success

During this webinar, Sara Glakas will cover:

  • Market declines pull investors into short-term thinking

  • Focus on whether you need to be a buyer or seller based on cash needs

  • Long-term investing approach remains recommended

  • No need to understand exactly how the current situation will resolve

  • Financial planning involves more than just investments

  • Focus on what you can control

Want to discuss your unique financial situation? Schedule a one-on-one meeting here: https://calendly.com/d/cqrc-8yt-5f5

During this webinar, Sara Glakas will cover:

  • Stock valuations and whether markets are "too expensive" (P/E ratios)

  • Bearish cases for stocks and potential market downturn scenarios

  • Impact of economic policies (tariffs, Fed decisions) on markets

  • How dollar strength affects stock valuations and the economy

  • Investment strategies during uncertainty and market volatility

  • Diversification approaches, including international assets

  • Maintaining a long-term perspective despite short-term market concerns