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