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.
December 2022
2022 Year in Review and Market Outlook for 2023
12/17 @ 12:00 PM
We will walk through the majors pits and peaks of this fiscal year, while focusing specifically on:
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:
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.
September 2022
Basics of Financial Planning
9/21 @ 12:00 PM
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:
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:
June 2022
Maximizing Your Workplace Benefits
6/23 @ 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:
May 2022
Gifting, Philanthropy, and Trusts/Estates – Strategies & Legislation Changes
5/26 @ 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:
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:
