 | 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 10, 2024 1:00pm EST | Determining Point A: The Basic Financial Statements | Join members of our financial planning team as they discuss the key financial statements that give you a snapshot of your financial picture and how to create them, in this first step of the financial planning process. | |
Feb 14, 2024 1:00pm EST | Determining Point B: Crafting Your Financial Goals | Join members of our financial planning team as they provide an overview how to create and refine the financial goals that you are working to accomplish, the second critical step of the financial planning process. | |
March 13, 2024 1:00pm EST | Using the GPS: Creating a Written Financial Plan | Join members of our financial planning team as they walk through how to create a written financial plan, bringing together all aspects of your current financial picture and your goals to chart a path towards a successful financial future. | |
April 10, 2024 1:00pm EST | Budgeting for Success: How to Create a Budget that Sticks | Join members of our financial planning team for a how-to workshop on effective budgeting and how to create a budget you can actually stick with. | |
May 8, 2024 1:00pm EST | Tips and Strategies for Tackling Consumer Debt | Join members of our financial planning team for an overview of strategies that can help you take charge of your debt and start the path towards becoming debt-free. | |
June 12, 2024 1:00pm EST | Automate, Automate, Automate: Using Technology to Reach Your Goals | Join members of our financial planning team as they discuss strategies to leverage technology, such as automated savings, to help you achieve your financial goals. | |
July 10, 2024 1:00pm EST | Understanding Insurance: How Much Should I Have? | Join members of our financial planning team as they discuss the key types of insurances every individual should have, target coverage amounts, and tips for reviewing your policies. | |
Aug 14, 2024 1:00pm EST | More than A Will: Understanding All Aspects of an Estate Plan | Join members of our financial planning team for an in-depth overview of a properly crafted estate plan and the key documents every individual should have in place. | |
Sept 11, 2024 1:00pm EST | Sticker Shock: Understanding the True Cost of College | Join members of our financial planning team for a deep dive on the true cost of college, to help you better understand what it might actually cost your family. | |
Oct 9, 2024 1:00pm EST | Understanding Medicare from A to N | Join members of our financial planning team as they provide an overview of the ABC's of Medicare | |
Nov 13, 2024 1:00pm EST | Maximizing Social Security | Join members of our financial planning team as they provide overview of Social Security benefits and how to maximize your retirement benefits. | |
Dec 11, 2024 1:00pm EST | Preparing for Life After Work: Navigating the Retirement Transition | Join members of our financial planning team as they discuss the challenges of transitioning to retirement and how to prepare for the emotional side of retiring. |
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.