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Moments of (k)larity™ Webinar Series - 2025 Calendar


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 8, 2025 1:00pm EST
Budgeting Workshop #1: Getting Organized
Registration Coming Soon
Join members of our financial planning team for a how-to workshop series on effective budgeting and how to create a budget you can actually stick with.
Feb 12, 2025 1:00pm EST
Budgeting Workshop #2: Make it Realistic
Registration Coming Soon
Join members of our financial planning team for a how-to workshop series on effective budgeting and how to create a budget you can actually stick with.
March 12, 2025
1:00pm EST
Budgeting Workshop #3: Tracking and Monitoring
Registration Coming Soon
Join members of our financial planning team for a how-to workshop series on effective budgeting and how to create a budget you can actually stick with.
April 9, 2025

1:00pm EST

Where do I stand? Understanding your Net Worth
Registration Coming Soon
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.
May 14, 2025

1:00pm EST

Net Worth Boosters: Increasing Savings & Tackling Debt
Registration Coming Soon
Join members of our financial planning team for an overview of strategies that can help you take charge of your debt and increase savings to boost your net worth.
June 11, 2025

1:00pm EST

Mid-Year Check In--Am I on Track for my Goals?
Registration Coming Soon
Join members of our financial planning team as they discuss what to check on at the halfway point of the year to ensure you are on track for your goals.
July 9, 2025

1:00pm EST

529, UTMA, Roth IRA, Oh my! How should I save for my child's future?
Registration Coming Soon
Join members of our financial planning team as they discuss the different options available to save and invest for your child's future, and how to determine which is best for you.
Aug 13, 2025

1:00pm EST

More than A Will: Understanding All Aspects of an Estate Plan
Registration Coming Soon
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 10, 2025
1:00pm EST
Sticker Shock: Understanding the True Cost of College
Registration Coming Soon
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 8, 2025

1:00pm EST

Understanding Medicare from A to N
Registration Coming Soon
Join members of our financial planning team as they provide an overview of the ABC's of Medicare
Nov 12, 2025

1:00pm EST

Maximizing Social Security
Registration Coming Soon
Join members of our financial planning team as they provide overview of Social Security benefits and how to maximize your retirement benefits.
Dec 10, 2025

1:00pm EST

Rethinking Retirement: What does it really mean to retire today?
Registration Coming Soon
Join members of our financial planning team as they discuss the how retirement has changed, and how the modern definition impacts your financial plan.

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.

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