Twelve points Webinars
The following is the schedule for our Twelve Points Wealth Management Webinar Series. Hosted by our Twelve Points team, these webinars are designed to provide insight and educate you on specific and relevant financial topics.
For updates and registration links to other upcoming webinars, look out for our monthly newsletter that you should be receiving in your inbox. If you are not receiving it and would like to or if you have any other questions regarding our Webinar Series, please do not hesitate to reach out to twelvepointswealth.com/webinars or give us a call at (978) 318-9500.
Webinar Categories
JANUARY 2021
Things that Happen to You w/ Neuberger Berman
1/26 @ 2:00 PM
- General Wealth Management
Changes in your personal or work life and family status can affect your income and how you invest.
Saving for Retirement is More Important Today Than Ever Before
- Life Expectancy Increasing
- Social Security Uncertainties
- Employees Control Their Destiny
- Retirement Confidence on the Decline
- Changing Jobs
- Getting Married
- Having Children
- Estate Planning
February 2021
How to Raise Financially Fit Kids (Part 1 of 3: Ages 3-10)
2/11 @ 12:00 PM
- Women and Wealth
Financial education is not just about the money. It’s about creating great families and raising self-confident kids with the tools to realize their dreams. How to equip the next generation with lifelong financial skills.
FEBRUARY 2021
How New and Proposed Legislation Could Affect your Financial Life
2/26 @ 12:00 PM
- General Wealth Management
Following the inauguration of a new administration, we will discuss new policy that has recently been passed along with proposed legislation that could impact your financial life.
- COVID-19 Stimulus Relief
- Health Care
- Student Loans
- Taxes
- Retirement
March 2021
Aging Parents’ Finances – How to Step In
3/12 @ 12:00 PM
- Women and Wealth
Support and structures to implement when your parents can no longer handle their finances alone.
MARCH 2021
The Taxman Cometh: Strategies to Minimize Your Contribution to the Government
3/23 @ 12:00 PM
- General Wealth Management
Learn strategies to minimize your contribution to the government as we explore these topics:
- Paycheck Savings
- FSAs vs. HSAs
- Job Changes
- Charitable Donations
- Child-Care Reimbursements
- Avoiding the Marriage Tax
- Vacation Home vs. Rental
April 2021
How to Choose the Right Senior Living Community
4/8 @ 12:00 PM
- Women and Wealth
Whether looking for your own retirement community or helping aging parents, learn what questions to ask, how to evaluate and select the best place for you.
APRIL 2021
Things to Know When Buying, Selling, or Renting a Home
4/29 @ 12:00 PM
- General Wealth Management
Buying and selling real estate is one of the most confusing and multi-pronged undertakings you’ll ever be involved with. We break it down for you with easy-to-understand discussions of:
- Credit Scores & Affordability
- Down Payments & Close Costs
- Mortgage Process & Home Inspections
- Timing
- Working With a Real Estate Agent
- Buying vs. Renting
May 2021
How to Raise Financially Fit Kids, Tweens and Teens
5/13 @ 12:00 PM
- Women and Wealth
Continue the conversation with your kids around family values, skills and disciplines that can carry over to other areas of their lives.
MAY 2021
Planning for College – Steps for Success
5/25 @ 12:00 PM
- General Wealth Management
This month we will discuss strategies for helping your high school student select target schools and how to cover the cost of education:
- Higher Education Plans: Everything from 529 plans to Coverdell ESA
- Financial Aid: FAFSA, MEFA, Federal/Private Loans
- Scholarships: those available while in high school and in college
- How to Stand Out: academics, athletic, arts, philanthropy
June 2021
Pre-Divorce Strategies: Things to do before you enter the divorce process
6/10 @ 12:00 PM
- Women and Wealth
How to prepare for divorce in practical ways.
JUNE 2021
Investing 101: Getting Back to the Basics
6/24 @ 12:00 PM
- General Wealth Management
There are a lot of ways to save your hard-earned money and accomplish your financial goals. If you want your money to have the possibility of growing over time, you may want to consider investing your savings. Not familiar with investing? Don’t be intimidated, it’s not as complicated as it sounds.
- Types of Investments
- The Power of Compounding
- Risks vs. Reward
- Diversification / Asset Allocation
- Volatility
- Bull & Bear Markets
JULY 2021
7/27 @ 12:00 PM
- General Wealth Management
Understanding How Insurance Strategies Can Compliment Your Retirement
AUGUST 2021
Raising Financially Fit Children
8/24 @ 12:00 PM
- General Wealth Management
Conversations and exercises to raise financial awareness for kids of all ages.
SEPTEMBER 2021
Basics of Financial Planning
9/21 @ 12:00 PM
- General Wealth Management
- Budgeting
- Emergency Funds
- Retirement Savings
- Insurance
- Goals (Long-Term & Short-Term)
- Wills & Trusts
- Health Care Planning
OCTOBER 2021
Social Security and Medicare
10/28 @ 12:00 PM
- General Wealth Management
Social Security and Medicare are ever changing areas of retirement. Learn about what both look like now, and how they could change in the future. Also, learn about how Social Security and Medicare can work together in retirement.
- The Basics of Social Security and Medicare
- When to claim your Social Security?
- Managing Medicare Enrollment
- Cohesive Strategies with Social Security and Medicare
NOVEMBER 2021
Estate Planning Documents Everyone Needs and When They Should Be Updated w/ Andrew Butler of Archstone Law Group
11/18 @ 12:00 PM
- General Wealth Management
This month we look at the legal documents to keep you and your family safe and sound. We’ll dive into:
- Estate Plan
- Living Trust
- Will
- Durable / Nondurable / Special or Limited / Springing / Medical Power of Attorney
- Advance Medical Directive
- Kids Protection Plan
DECEMBER 2021
2021 Year in Review and Market Outlook for 2022
12/14 @ 12:00 PM
- General Wealth Management
We will walk through the major pits and peaks of this fiscal year, while focusing specifically on:
- Market Returns
- Sectors and Assets Which Appear Overvalued / Undervalued
- Trends we See Developing
- How to protect yourself in 2022
