Upcoming Webinars

Tower Hill School

January 13, 2026 @ 7:00 pm - 8:30 pm EST
Zoom – PA

We Read it For You! – Where You Go Is Not Who You’ll Be by Frank Bruni

August 26 @ 1:00 pm - 1:45 pm EDT
Zoom – VA

College Funding Fridays: Tax-Efficient Planning

August 15 @ 10:30 am - 11:15 am EDT
Zoom – VA

Young Women’s Leadership Academy of Midland

September 4 @ 6:00 pm - 7:30 pm CDT
Zoom – TX

Crawfordsville High School

September 10 @ 6:00 pm - 7:00 pm EDT
Zoom – IN

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.