Upcoming Webinars

College Funding Fridays: Balancing College and Retirement

August 14 @ 10:30 am - 11:15 am EDT
Zoom – VA

John Paul II High School

September 10 @ 6:30 pm - 8:00 pm CDT
Zoom – TX

Our Lady of Good Counsel

March 22, 2027 @ 7:00 pm - 8:30 pm EDT
Zoom – MD

Erie High School

September 29 @ 6:00 pm - 7:30 pm MDT
Erie High School

We Read it For You! – Dream School by Jeffrey Selingo

June 23 @ 12:00 pm - 1:00 pm EDT
Zoom – VA

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.