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

 

Retirement Lifestyle Webinars

Stay Tuned For More Retirement Lifestyle Webinars!

2025 Webinar Recordings

Essentials of Estate Planning: What Everyone Needs to Know

February 2025
2/28 @ 12:00 PM EST

Join us on February 28th 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.

Financial Preparation for Women’s Retirement: Strategies for Saving, Investing and Planning

March 2025
3/28 @ 12:00 PM EST

Learn what you need to know to prepare yourself for retirement, starting at any age. Understand how women can prepare themselves to have a more successful retirement by avoiding common mistakes.

Helping Women Discover Their Passion

May 2025

5/2 @ 12:00 PM EST

Having a deep sense of purpose in life lends itself to benefits such as better mental and physical health, a greater sense of fulfillment, longevity, and more satisfaction. We believe that discovering your passions is the most vital step towards achieving a more meaningful life.

 

Join us on May 2 at noon to explore exercises, conversation, and resources designed to help women explore their passions and discover their purpose. By understanding what truly fulfills you, you can grow closer to creating a purpose driven life.

Financially Launching Your Kids

June 2025

6/6 @ 12:00 PM EST

From college through their 20s, your kids need to know how to become financially independent. What do they need to be taught, and how can you help them prepare to manage their financial lives by themselves? Learn from Generation Z what they know, don’t know, mistakes they have made, and how you can support them through education.

Women Aging Alone

July 2025

7/11 @ 12:00 PM EST

Aging is difficult for most and aging alone can be even more challenging.  Learn the financial, medical, logistical, and legal things you need to consider to create the most supportive, ideal life for yourself.

Money Talk: For Women Who Don’t Handle The Finances

August 2025

8/22 @ 12:00 PM EST

If your partner has always handled the finances, it’s time to change that—before you have to. This webinar offers practical guidance and compassionate support for women who want to become more financially engaged, whether they’re married, recently widowed, or navigating transition.

No More “I’m Fine.” Make Mental Health A Priority

September 2025

9/19 @ 12:00 PM EST

Our webinar, “No More “I’m Fine,” Making Mental Health a Priority” is scheduled for September 19th. Our guest speaker, Alannah DiBona, a Licensed Mental Health Counselor and Barbara Maietta will discuss mental health challenges that working women face.  Working women juggle many roles and responsibilities and seldom have time to take care of themselves.

In this webinar, you will learn about the impact mental health challenges can have on your life, how you can enrich your life and mental health without professional assistance, when to seek professional help and how to find it. You’re not alone and help comes in many forms. Join us to lean more.

Long Term Care Insurance: The Safety Net Every Woman Deserves

October 2025

10/24 @ 12:00 PM EST

Women are more likely than men to face the costs of long-term care. How can those expenses be covered well into one’s 80s without creating a burden on children? Join us for a thoughtful discussion on how long-term care insurance may provide a solution to this important challenge—and why it’s wise to start planning as early as your 40s.

Create Your Legacy: Lead With Intention, Plan With Purpose

November 2025

11/21 @ 12:00 PM EST

Legacy isn’t just about inheritance—it’s about influence. Together, we’ll explore how women can use their wealth and time to reflect their deepest values. We’ll discuss annual giving, long-term estate design, and the legacy you create through your everyday actions—the way you live your life. This is your opportunity to lead with intention and plan with purpose, shaping how you’re remembered and what continues because of you.

Get Insights & Info to Improve Your Personal Finances

Sign up to receive our newsletter, The Eagle Eye, each month in your inbox. You’ll find updates, market insights, and other important information for protecting & growing your personal finances.