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

General Wealth Management Webinars

December 2024
2024 Year in Review and Market Outlook for 2025

12/12 @ 12:00 PM

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

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

11/14 @ 12:00 PM

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

October 2024
Protecting Your Data: Aware and Prepared

10/24 @ 12:00 PM

Scammers use clever techniques to steal personal information and data. This seminar can help participants recognize scams and learn industry best practices to help them protect themselves, their families, and their finances.

September 2024
Basics of Financial Planning

9/26 @ 12:00 PM

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

August 2024
Making Medicare Work for You

8/20 @ 12:00 PM

As clients approach retirement, it is more important than ever to understand the impact that Medicare has on both their healthcare and retirement income. Use this seminar to help clients consider their Medicare options and make the best decision for their situation.

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

7/17 @ 12:00 PM

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 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

June 2024
Blockchain 101 with Accolade Partners

6/13 @ 12:00 PM

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.

May 2024
Raising Financially Fit Children

5/22 @ 12:00 PM

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

April 2024
Megatrends: Transformational Forces Driving our Global Economy & Society

4/18 @ 12:00 PM

There are five powerful forces that are transforming the trajectory of the global economy, shifting the priorities of societies and redefining business models – as well as changing the face of investing. We call these megatrends. In this seminar, we discuss today’s most exciting opportunities — from autonomous driving to artificial intelligence — and how clients can invest in megatrends.

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

3/19 @ 12:00 PM

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

February 2024
Protect Yourself From Yourself

2/21 @ 12:00 PM

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.

January 2024
Principles For a Successful Retirement

1/18 @ 12:00 PM

  • 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

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).

December 2023
2023 Year in Review and Market Outlook for 2024

12/8 @ 11:00 AM

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 2024

November 2023
Estate Planning Documents Everyone Needs and When They Should Be Updated

11/16 @ 12:00 PM

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

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

11/2 @ 1:00 PM

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.

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

October 2023
Life, Death, and Disability (Only One is Under Your Control)

10/26 @ 12:00 PM

Hope for the best, but prepare for the worst with these topics:

  • Term vs. Permanent Insurance
  • Factors Affecting Cost
  • Disability Insurance
  • Tax Advantages of Insurance

September 2023
Basics of Financial Planning

9/21 @ 12:00 PM

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

August 2023
The Psychology of Investing

8/24 @ 12:00 PM

Investors’ thoughts and emotions affect investment decisions, often turning a well-intentioned investor into his or her own worst enemy. In this seminar, we highlight the two emotions, loss and greed, which underlie most of investors’ bad investing behavior. We also discuss the role advisors should play in helping investors become aware of their behavioral biases and put a plan in place to mitigate the impact they have on investors’ portfolios and goals.

July 2023
The Sandwich Generation: Caring for Children and Parents

7/27 @ 12:00 PM

Tips for caring for your own finances first, while supporting aging parents and launching your children.

  • Aging Parents & Financial Support
  • Financial Independence for Children
  • Third Act Planning – Becoming an Empty Nester

June 2023
Investing 101: Ask the Chief Investment Officer – Live Q&A!

6/22 @ 12:00 PM

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
  • Risk vs. Reward
  • Diversification / Asset Allocation
  • Volatility
  • Bull & Bear Markets

Join Twelve Points’ Chief Investment Officer, Steve Bruno, to hear him answer questions live from participants of this seminar!

Steve Bruno comes to Twelve Points with over 35 years of institutional investment management experience in both the Public and Private Equity sectors of the market. During that time he has served in various leadership roles including Co-President, Senior Portfolio Manager and Chief Quantitative Strategist.

As a portfolio manager, he managed over $2.0B in both long-only and long-short equity portfolios. Most recently he was associated with a private equity investment advisory firm which advised on over $1.0 billion in resilient energy transactions during Mr. Bruno’s tenure. Prior to that he was President and Chief Investment Officer at an investment management firm he founded in early 2007. He received a B.A. in Economics and his M.B.A. in Finance from New York University and is a CFA Charterholder.

June 2023
Estate Planning for the LGBTQ+ Community

6/14 @ 12:00 PM

This presentation is an overview of estate planning and the specific land mines for LGTQ individuals, lead by Brendan Ward of Cherry Tree Legal.

BRENDAN L. WARD, is a Nahant resident, attended St. John’s Prep in Danvers and subsequently received his Bachelor of Science from the University of New Hampshire and his JD from New England School of Law. Brendan has received extensive training and coaching in Estate Planning that sets him apart from his peers through Wealth Counsel and the Family Wealth Planning Institute. Brendan continues to focus on estate planning for families with young children, same sex couples, together with elder care and intervention, trust and estate administration. His skills provide a depth of knowledge in probate practice and asset protection. Brendan in addition to estate planning and trust & estate administration, works on real estate conveyancing helping both buyers and sellers in the sale of real estate. Brendan spends a great deal of time volunteering in his local community. He is the past president of the Copley Society of Art Circle, past chairman of the town of Nahant Advisory & Finance Committee, the Secretary of local non-profit 01908, Vice President of the Board of Directors of Family & Children Services of Greater Lynn, a member of the Board of Directors of the Lynn Boys and Girls Club, and Trustee of the Lynn Home for the Elderly

May 2023
Mastering Social Security

5/25 @ 12:00 PM

Social Security claiming strategies are complex, and it can be easy for participants to make mistakes. This seminar reviews features of spousal benefits, recent changes to Social Security, and how to coordinate benefits with a spouse. We also discuss options available to participants who are widowed, divorced or have worked in a government position that did not pay into Social Security. The seminar provides you with answers to most Social Security questions.

April 2023
Women, Wealth, and Wellbeing

4/20 @ 12:00 PM

Many women are solely responsible for their finances or are a major breadwinner in their family. They are seeking advice and guidance more than ever before. This webinar serves to help female investors define what wealth means to them, learn how to make sense of the headlines today, and gain actionable steps to build their financial foundation.

March 2023
The Taxman Cometh: Strategies to Minimize Your Contribution to the Government

3/16 @ 12:00 PM

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

February 2023
2023 Hot Topics in Financial Planning

2/23 @ 12:00 PM

Things to consider for your personal finances now, and in the future, with a changing economy and new legislation:

  • SECURE ACT 2.0
  • Social Security Updates
  • Inflation Rate

January 2023
Do(s) and Don’t(s) of Building Wealth

1/26 @ 12:00 PM

Building wealth is a lifelong journey, and as with life, there are stages to building wealth. This seminar walks participants through each stage, exploring actions they can take and missteps to avoid, helping them pursue wealth that may last a lifetime or beyond.

December 2022
2022 Year in Review and Market Outlook for 2023

12/15 @ 12:00 PM

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 2023

November 2022
Estate Planning Documents Everyone Needs and When They Should Be Updated

11/17 @ 12:00 PM

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

October 2022
Managing Student Loans and Other Debt

10/27 @ 12:00 PM

Tips on how to assess and manage your outstanding student loans and other debt. How to balance saving for retirement or goals, while paying off debt.

  • Student Debt Consolidation/Refinancing
  • Payment Strategies
  • Tools to Help
  • Retirement Savings vs. Debt Payments

October 2022
Cyber Hygiene 101: 5 Ways for You and Your Family to Repel Cyber Attacks

10/18 @ 12:00 PM

In this Cybersecurity Awareness Month Webinar, BlackCloak’s Devin Archer and Kerry Tary will lead a conversation about how to protect your personal digital life in this era of unprecedented digital risk.

Webinar attendees will will receive:

  • An overview of the current state of cybersecurity and trending threats
  • Background about why you’re uniquely vulnerable
  • Guidance for creating a culture of good cyber hygiene in your personal life
  • Actionable and realistic best practices to reduce risk by an order of magnitude
  • Tips for how to cut through vendor noise and determine what’s best for your need

October 2022
Maximizing Social Security & Managing Health Care Costs in Retirement

10/5 @ 12:00 PM

This month, we discuss key components of retirement; social security and managing health care costs. Topics will include:

  • Future of Social Security
  • How Social Security Benefits are Determined
  • Social Security Spousal/Survivor Benefits
  • Reviewing Health Care & Long-Term Care Costs
  • Types of Medicare Coverage
  • Health Savings Accounts (HSAs)

September 2022
Basics of Financial Planning

9/21 @ 12:00 PM

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

September 2022
Student Loan State of the Union

9/15 @ 12:00 PM

Updates on forgiveness, refi rates, and current events for advisors to assist their clients.

August 2022
Insurance Deep Dive

8/25 @ 12:00 PM

Learn more about common insurance products that most have to deal with in their financial lives:

  • Auto Insurance
  • Home Insurance
  • Renter’s Insurance
  • Umbrella Insurance

July 2022
Caregiving, Aging, and Long-Term Care Insurance

7/28 @ 12:00 PM

While these can be sensitive topics, they can be of upmost importance in your financial plan for the future:

  • Caring for elderly parents/spouses
  • Medicare planning
  • Long-Term Care Insurance

June 2022
Maximizing Your Workplace Benefits

6/29 @ 12:00 PM

Trying to navigate and maximize the benefits you are offered through your employer can be challenging, but extremely important. This month’s webinar will aim to help you sort through the “Alphabet Soup” of benefits you may have available to you:

  • 401(k) / 403(b)
  • Health Savings Accounts (HSA) / FSA
  • Health / Dental Insurance
  • RSUs / Stock Options

June 2022
Gifting, Philanthropy, and Trusts/Estates – Strategies & Legislation Changes

6/2 @ 12:00 PM

This month we will discuss strategies around Gifting, Trusts, and Estates. These topics are especially important due to recent changes in legislation.

April 2022
Things to Know When Buying, Selling, or Renting a Home

4/20 @ 12:00 PM

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 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

March 2022
The Taxman Cometh: Strategies to Minimize Your Contribution to the Government

3/16 @ 12:00 PM

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

February 2022
Inflation: Effects on Day-to-Day Life & Your Investments

2/24 @ 12:00 PM

The inflationary environment we find ourselves in today is a radical change from the deflationary environment we have been in over the last 30+ years.

 

Join this webinar for a conversation on how inflation may affect your family and day-today life, as well as your investments.

January 2022
Life, Death, and Disability (Only One is Under Your Control)

1/26 @ 12:00 PM

Hope for the best, but prepare for the worst with these topics:

  • Term vs. Permanent Insurance
  • Factors Affecting Cost
  • Disability Insurance
  • Tax Advantages of Insurance

2023 Webinar Recordings

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

11/2 @ 1:00 PM

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.

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

January 2024
Principles For a Successful Retirement

1/18 @ 12:00 PM

  • 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

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).

February 2024
Protect Yourself From Yourself

2/21 @ 12:00 PM

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.

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