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:

  • New rules for catch-up contributions under SECURE 2.0 and the OBBBA

  • Strategizing for your retirement accounts (instead of guessing at your financial plan)

  • Using the mega backdoor Roth to move more money into a powerful tax-free vehicle

  • A new provision allowing employers to match your student loan repayments with contributions to your retirement account

  • Unlocking the Summary Plan Description (SPD), the essential “rulebook” for your specific retirement plan

During this webinar, Sara Glakas will cover:

  • Market perspective after volatile periods and historical recovery patterns

  • Understanding economic indicators and where to find reliable, independent data sources

  • How administration priorities and policy decisions impact market conditions

  • Navigating uncertainty with research-backed investment strategies

  • Distinguishing between market noise and meaningful economic signals

  • Making informed decisions when government data and market sentiment conflict

  • Staying grounded in long-term strategy during periods of economic transition

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

  • Maximizing employer match contributions to avoid leaving money on the table

  • Strategic contribution approaches for 401(k), 403(b), and similar plans

  • Overlooked tax advantages you can leverage with each paycheck

  • How the mega backdoor Roth conversion works and when it makes sense

  • Differences between traditional, Roth, and after-tax contribution options

  • Catch-up contributions and new rules for high earners

  • Using your retirement plan strategically, whether you're starting or nearing retirement

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

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

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

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