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

Women and Wealth Webinars

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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.

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

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