On-Demand Webinars

How Roth IRAs Can Be Used for College Funding – Webinar

By James L. Hicks, CFP | June 25, 2020

Simplifying the Student Loan Process w/LeverEdge

By Brock Jolly | June 3, 2020

For many families, accommodating the cost of higher education can be intimidating. Whether you’re about to send a child off to school or helping a new graduate understand their finances,…

Essays, Admissions, and Paying for College? Oh My!

By Brock Jolly | May 26, 2020

Sure, grades and test scores are important, but let’s talk about essays, holistic admission, and cost of attendance. Join us as three experts discuss critical pieces of the college puzzle.…

Gift of College: How Employers, Friends, and Family Can Help You Save w/Wayne Weber

By Brock Jolly | May 15, 2020

The pursuit and attainment of higher education come with great benefits… and in many cases, great cost. Fortunately, planning ahead for these expenses goes a long way, and doing so…

OPM (Other People’s Money): Finding Private Scholarships w/ Jocelyn Paonita Pearson

By Brock Jolly | May 11, 2020

Scared to Open Your 529 Statement?

By Cooper Hanning | May 1, 2020

Whether you have kids attending college next year or in 12 years, looking at your 529 balance might be a scary prospect. There are many questions and a lot of…

Upcoming Webinars

LCPS Virtual Distance Learning

September 18 @ 6:30 pm - 8:00 pm EDT
Zoom – VA

Worcester Preparatory School

April 25 @ 7:00 pm - 8:30 pm EDT
Zoom – MD

Bishop O’Connell High School

October 3 @ 7:00 pm - 8:30 pm EDT
Zoom – VA

Landisville Middle School and Centerville Middle School

April 30 @ 6:30 pm - 8:00 pm EDT
Zoom – PA

Jay M. Robinson Middle School – Lunch-n-Learn

May 14 @ 12:00 pm - 1:00 pm EDT
Zoom – NC

Over the years, we have hosted numerous webinars to share ideas and concepts.  Some of them are very broad in nature, while others are quite specific.  Please keep in mind that some of this information may no longer be relevant or accurate, due to legal, tax or product changes.  In addition, none of this should be construed as specific advice for your situation.  Therefore, we highly recommend that you consult with your own legal, tax or financial advisors, or that you take an opportunity to review your situation with one of our team members.