Twelve points Webinars

Join us for the Twelve Points Center for Women’s expert-led webinar series, designed exclusively for women are ready to take full control of their financial future. You’ve worked hard to create the life you have, and now it’s time to ensure your financial world is set up to support you. Financial empowerment isn’t just about understanding numbers—it’s about embracing your worth, making informed decisions with confidence, and creating a future that aligns with your values and goals. Our webinars provide the knowledge, tools, and support you need to navigate your financial world with clarity and ease. It’s your wealth, your life—take the lead.

Center for Women Webinars

Essentials of Estate Planning: What Everyone Needs to Know

February 2025
2/28 @ 12:00 PM EST

Center for Women

Join us on February 28^th at noon as we discuss Essentials of Estate Planning: What Everyone Needs to Know, with attorney Debra Hedges, Esq., Partner at Borchers Trust Law. Learn the important aspects of every estate plan, what your documents can and can’t do, and how to ensure your wishes are carried out.

Twelve Points Center for Women is committed to empowering women to take charge of their financial future with confidence and clarity. Join us as we guide you through the knowledge, tools, and support you need to step into financial mastery and create the future you envision—on your terms.

2023 Webinar Recordings

Corporations Are Under Cyber Attack: Security, Privacy, and The Law

November 2023
Corporations Are Under Cyber Attack: Security, Privacy, and The Law

11/2 @ 1:00 PM

General Wealth Management

Corporations of Every Size Are Not Immune From The Constant Dangers of Hackers, Cyber-terrorists, And Ransomware. However, There are Actions You Can Take to Ensure Your Cyber Liability Risk is Reduced and Even Mitigated.

More Details

Attend this webinar and you’ll discover:

Recent Data Reach Cases & the Response to Them
What to do When Your Cyber Liability Insurance Falls Short of the Exposure
Strategies You Can Implement to Stay Ahead of Cyber Threats
What Impact Emerging Technologies Like Internet of Things(IoT) and Artificial-Intelligence (AI) Have on Privacy and Security
The Biggest Challenges Firms Face in Implementing Cybersecurity Protocols and Privacy Compliance

Principles For a Successful Retirement

January 2024
Principles For a Successful Retirement

1/18 @ 12:00 PM

General Wealth Management

Provides Clear guidance on key elements of retirement
The Important of a plan, longevity, Social Security, and retiree health care costs
Align cash flow with client goals, understand loss aversion and help clients stay invested

More Details

Twelve Points will be joined by Sharon Carson of JPMorgan. Sharon Carson, executive director, is a Retirement Strategist on the J.P. Morgan Asset Management Retirement Insights Strategy team. Sharon develops and delivers insights to financial advisors through presentations and written communications. She develops unique insights on spending patterns in retirement and she has a successful track record clarifying complex topics including Social Security, healthcare costs in retirement and prioritization of financial goals. She has over 20 years of experience in the financial services industry, with a focus on retirement during the past 15 years in various roles spanning strategic planning, innovation, and program management.

Prior to joining J.P. Morgan in 2012, Sharon developed retirement planning insights at Merrill Lynch. Sharon received a B.A. from Bowling Green State University and a M.B.A. from Columbia University. She received the Retirement Management Analyst (RMA) designation in its inaugural year and she has the Certified Retirement Plan Counselor designation (CRPC).

Protect Yourself From Yourself

February 2024
Protect Yourself From Yourself

2/21 @ 12:00 PM

General Wealth Management

HUMANS ARE SMART. But sometimes our emotions take over, and we use the “gut instinct” part of our brain instead of the critical thinking part. This is especially true when it comes to investing.

Learn why we make emotional decisions about our money and how to get the most out of your investments — despite your instincts.

The Taxman Cometh: Strategies to Minimize Your Contribution to the Government

March 2024
The Taxman Cometh: Strategies to Minimize Your Contribution to the Government

3/19 @ 12:00 PM

General Wealth Management

Learn strategies to minimize your contribution to the government as we explore these topics:

Paycheck Savings
Job Changes
Equity Compensation
Charitable Donations
Family Changes
Investment Tax Considerations

Raising Financially Fit Children

May 2024
Raising Financially Fit Children

5/22 @ 12:00 PM

General Wealth Management

Conversations and exercises to raise financial awareness for kids of all ages.

Blockchain 101 with Accolade Partners

June 2024
Blockchain 101 with Accolade Partners

6/13 @ 12:00 PM

General Wealth Management

Aram Verdiyan from Accolade Partners will join Twelve Points to discuss the opportunity in blockchain technology and the current state of the crypto market. Topics will include adoption of blockchain technology, uses and applications of blockchain, current risks, update on the regulatory environment and ways investors can get exposure to the blockchain asset class.

Things to Know When Buying, Selling, or Renting a Home (Real Estate Updates)

July 2024
Things to Know When Buying, Selling, or Renting a Home (Real Estate Updates)

7/17 @ 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
Effects of Interest Rates On Housing Market
Working With a Real Estate Agent
Buying vs. Renting

Basics of Financial Planning

September 2024
Basics of Financial Planning

9/26 @ 12:00 PM

General Wealth Management

Budgeting
Emergency Funds
Retirement Savings
Insurance
Goals (Long-Term & Short-Term)
Wills & Trusts
Health Care Planning

Estate Planning Documents Everyone Needs and When They Should Be Updated

November 2024
Estate Planning Documents Everyone Needs and When They Should Be Updated

11/14 @ 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

2024 Year in Review and Market Outlook for 2025

December 2024
2024 Year in Review and Market Outlook for 2025

12/12 @ 12:00 PM

General Wealth Management

We will walk through the majors 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 2025

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Fax:	978-318-9505
Email:	info@twelvepoints.com