 | 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 11, 2023 1:00pm EST | New Year, New Financial Resolutions | Join members of our financial planning team as they discuss behavioral tips, tricks, and strategies to help you set and achieve your 2023 financial resolutions. | |
Feb 8, 2023 1:00pm EST | The Five C's of Financial Well-Being | Join members of our financial planning team as they provide an overview of the five C's (Clarity, Confidence, Control, Collaboration, and Continuous improvement) and how maximizing them can lead to greater financial well-being. | |
March 8, 2023 1:00pm EST | Values-Based Budgeting & Saving | Join members of our financial planning team as they provide an introduction to a new style of budgeting and saving strategies that can help align your money to your goals. | |
April 12, 2023 1:00pm EST | College Planning Essentials | Join members of our financial planning team for an overview of the important conversations and considerations in the college planning process. | |
May 10, 2023 1:00pm EST | Navigating Student Debt | Join members of our financial planning team for an update on the ever-changing student debt landscape. | |
June 14, 2023 1:00pm EST | The Importance of Estate Planning | Join members of our financial planning team along with members from the Trust & Will team as they answer the question "do I really need an estate plan?" | |
July 12, 2023 1:00pm EST | The 3 Questions for Aging Loved Ones | Join members of our financial planning team as they discuss 3 critical questions that need to be addressed when it comes to developing an aging plan for you and/or your loved ones. | |
Aug 9, 2023 1:00pm EST | Women & Retirement | Join members of our financial planning team for a conversation on the unique issues that women face as they navigate their careers and saving for retirement. | |
Sept 13, 2023 1:00pm EST | Money Talks | ||
Oct 11, 2023 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 | |
Nov 8, 2023 1:00pm EST | Social Security Maximization | Join members of our financial planning team as they provide overview of Social Security benefits and how to maximize your retirement benefits. | |
Dec 13, 2023 1:00pm EST | The Four Phases of Retirement | Join members of our financial planning team as they discuss the phases that most people go through in retirement, and the keys to navigating each unique phase. |
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.