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 or give us a call at (978) 318-9500.

2021 Year in Review and Market Outlook for 2022

12/14 @ 12:00 PM

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

Estate Planning Documents Everyone Needs and When They Should Be Updated w/ Andrew Butler of Archstone Law Group

11/18 @ 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

Social Security and Medicare

10/28 @ 12:00 PM

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

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

Raising Financially Fit Children

8/24 @ 12:00 PM

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

JULY 2021

Understanding How Insurance Strategies Can Complement Your Retirement

7/27 @ 12:00 PM

Understanding How Insurance Strategies Can Complement Your Retirement

JUNE 2021
Investing 101: Getting Back to the Basics

6/24 @ 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
  • Risks vs. Reward
  • Diversification / Asset Allocation
  • Volatility
  • Bull & Bear Markets

JUNE 2021
Not Doing RFPs for your Retirement Plan? Learn Why This Can Be a Costly Mistake Your Organization is Making.
6/17 @ 12:00 PM

A well-conducted RFP will help retirement plan fiduciaries find the best service providers and also position them to respond to fiduciary breach claims. Conducting regular RFPs is part of a prudent fiduciary process. We will discusses the benefits of RFPs for service providers, and details the basic steps of conducting an ERISA RFP.

MAY 2021
Planning for College – Steps for Success

5/25 @ 12:00 PM

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

MAY 2021
The Tax Savings Strategy That Large Law Firms Are Taking Advantage Of And You Might Be Missing Out On

5/18 @ 12:00 PM

We invite you to join an insightful conversation explaining why 100+ AM Law 200 Firms sponsor MRCB plans. Learn how aligning targeted returns to actual market performance allows for a wider range of acceptable outcomes – reducing contribution risk, distribution risk and investment risk. We will also discuss how simple it is to convert existing fixed-rate cash balance designs to MRCB designs. Please join us to learn more about expanding your tax deferral strategy and investment horizons!

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