Our events are designed to give you:
Clarity on complex financial topics through straightforward explanations.
Confidence with knowledge about financial planning and investment strategies.
Connection to a community of professionals who are here to help support your goals.
On-Demand Events
Market & Economic Updates
Help stay informed on the latest market movements and economic trends with timely updates from our investment team. Learn how inflation, interest rates, and global events may impact your financial plan.
Webinar
Q2 2026 Market Update: Volatility, Diversification, and What Matters Now
April 23, 2026
Brian Spinelli, CFP®, AIF®, Co-Chief Investment Officer | Halbert Hargrove
Webinar
Jeremy Siegel’s Market Outlook: AI, Stocks, and Inflation
May 7, 2026
Professor Jeremy Siegel from WisdomTree
Medicare & Insurance
Understand the ins and outs of insurance planning at different stages of life. From early career coverage needs to preparing for Medicare, our sessions seek to simplify complex topics and help you make informed choices.
Webinar
Continuum of Care: Planning for Aging and Life Transitions
April 30, 2026
Jennifer Axelson, Executive Director of Operations at Arosa, and Lauren Clough, Co-Founder and CEO of bQuest
Webinar
Medicare Explained 2025: Eligibility, Coverage Options & Enrollment
September 18, 2025
Dan Maniaci, CEO | Maniaci Insurance Services
Monica Fernandez, Director of Client Services | Maniaci Insurance Services
Estate Planning & Tax Strategies
Help protect what matters most. Our estate planning events cover wills, trusts, and other tools that can help provide clarity and confidence for you and your loved ones. Learn about year-end tax planning tips, including relevant changes to individuals and businesses.
Webinar
A More Conscious Approach to Estate & Legacy Planning
December 4, 2025
Curtis Kaiser, JD/MBA, Estate Planning Attorney | Kaiser Law Group
Webinar
2025 Tax Law Changes & Year-End Planning Strategies
November 6, 2025
Guy Nicio, CPA, MST | Windes
Financial Education
Empower yourself with knowledge to make more confident financial decisions. Whether you’re just starting out or preparing for retirement, our education series provides practical insights.
Webinar
Smart Money Moves to Make in Your 20s and 30s – Financial Education Series
February 27, 2025
Nickolas R. Strain CFP®, CPWA®, AIF®, Senior Wealth Advisor/Chair of Wealth Advisory Committee | Halbert Hargrove
Behavioral Finance & Cybersecurity
The financial world isn’t just about numbers; it’s also about behavior and protection. These sessions explore how emotions influence decisions and what you can do to help safeguard your digital and financial identity.
Webinar
Cybersecurity Tips for Investors: Protecting Your Data in 2025
March 27, 2025
Shane W. Cummings CFP®, AIF® Wealth Advisor & Director of Technology/Cybersecurity | Halbert Hargrove
Patrick Hennessey, Director of Business Consulting & Education | Schwab Advisor Services
Adam Moseley, Director of Business Consulting & Education | Schwab Advisor Services
Webinar
How Behavioral Finance Shapes Your Financial Decisions (with PIMCO)
March 6, 2025
John Nersesian, Senior Consultant, Advisor Education | PIMCO
Brian M. Spinelli, CFP®, AIF®, Co-Chief Investment Officer | Halbert Hargrove