 | Please join members of our financial planning team as they present a series of webinars on the basics of personal finance, life transition planning, investing, and retirement. All attendees automatically entered into our monthly prize-drawing contest! |  |
Date | Title | Links | Description |
Jan 12, 2022 1:00pm EST | Money Management 101 | Join members of our financial planning team as they discuss key components of successful money management and provide useful financial resources and opportunities. | |
Feb 9, 2022 1:00pm EST | How to Develop a Written Financial Plan | Join members of our financial planning team as they discuss how to balance short-term wants, long-term dreams, and those unexpected events out of your control into a written plan. | |
March 9, 2022 1:00pm EST | Financial Planning Basics | Join members of our financial planning team as they provide an overview geared toward the unique challenges that Americans face and strategies to focus on. | |
April 13, 2022 1:00pm EST | College Planning Basics | Join members of our financial planning team as they dive into this topic and help you think through and navigate the financial aspect of college. | |
May 11, 2022 1:00pm EST | Buying a Home | Join members of our financial planning team as they talk through the steps included in buying a home, things to think of before you start the process, and things to do after you become a homeowner. | |
June 8, 2022 1:00pm EST | Caring for Aging Parents | Join members of our financial planning team as discuss when to step in and set expectations for what your parent needs, along with understanding what you can handle. | |
July 13, 2022 1:00pm EST | Investing for Retirement | Join members of our financial planning team as they provide a short introduction to goals-based retirement investing strategies. | |
Aug 10, 2022 1:00pm EST | 10 Steps to a Better Investment Experience | Join members of our financial planning team as they provide 10 behavioral strategies to help investors focus on what they can control instead of what they can't. | |
Sept 14, 2022 1:00pm EST | A Primer on Target Date Funds | ||
Oct 12, 2022 1:00pm EST | Social Security Maximization | Join members of our financial planning team as they talk about preparing for retirement benefits from Social Security. They will discuss collection strategies, spousal benefits, and more. | |
Nov 9, 2022 1:00pm EST | A Primer on Medicare | Join members of our financial planning team as they provide an overview of the ABC's of Medicare. | |
Dec 14, 2022 1:00pm EST | The Changing Retirement Landscape | Join members of our financial planning team as they discuss trends and issues facing retirement savers. |
The sponsor of the monthly drawing is Greenspring Advisors, LLC (“Greenspring”). The drawing will take place each month after the completion of the live version of the Moments of (k)larity webinar. The drawing is open to all individuals who attend the live version of each month’s webinar. Employees and family members of Greenspring are not eligible to win. The drawing is subject to all applicable federal, state and local laws and regulations and is void where prohibited or restricted by law. Only one prize per person and per household will be awarded each calendar year. Gift cards are subject to the terms and conditions of the issuer. Prizes cannot be transferred, redeemed for cash or substituted by winner. Greenspring makes no representation or warranty concerning the appearance, safety or performance of any prize awarded. Restrictions, conditions, and limitations may apply. Greenspring will not replace any lost or stolen prize items.