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

7/27 @ 12:00 PM

Understanding How Insurance Strategies Can Compliment 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

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

APRIL 2021
Things to Know When Buying, Selling, or Renting a Home

4/29 @ 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 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 2021
The Taxman Cometh: Strategies to Minimize Your Contribution to the Government

3/23 @ 12:00 PM

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

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