Access Our On-Demand Webinars

Take the first (virtual) step toward reaching your financial and retirement goals.

Our webinars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle. Access one of our webinars at your convenience to learn how addressing these concerns can help you feel more confident about your retirement.

Current Webinars


4 Keys to Cutting College Costs: How to Avoid Overspending

College planning can be expensive. More often than not, many end up overpaying for it. In this webinar, our president and lead financial advisor, Chris Mediate, will be going over 4 important keys that can help you navigate the complexities of planning for college. Chris has been in the financial services industry for 25+ years now and spent the better part of that specializing in college planning. So, for this online presentation, he will be revisiting his roots on a subject that he's highly experienced in. If you're reading this and are eager to learn, you've come to the right place!


Strategies to Optimize Your Social Security Benefits

Once upon a time, retirees relied on their Social Security benefit to cover most of their retirement expenses. But today, retirees need to rely on themselves to claim the retirement they dream of. Social Security benefits remain a crucial component of that, but you need to know how to optimize it in order to get the most out of it. In this 30-minute webinar, our president, Chris Mediate, covers the ins and outs of Social Security and why when you claim your benefit is just as important as how you use it.


How to Protect Yourself from a Potential Tax Storm

Ever hear the cliché, "there are two things certain in life: death and taxes"? Of course you have. And while taxes are certain, they are not out of our control. In this 30-minute webinar, our president, Chris Mediate, covers strategies on how you can batten down the hatches and protect yourself (and your retirement) from a tax hurricane.