Webinars
Live group sessions, on a schedule you can return to.
Sessions are built around real questions from individuals, couples, and families. Group format, structured content, real answers, and a written summary every time.
Formats
Three session types. One repeatable rhythm.
Each webinar runs about an hour. Same shape every time: structured content, lived examples, then questions. That consistency is what makes it return-to-able.
- 01 · Recurring live group session
Financial Planning Foundations
An hour on the building blocks of a comprehensive plan, cashflow, savings order, retirement accounts, and the decisions that matter most.
- 1 hour
- Every two weeks
- Group format
- 02 · For the moments that reshape a plan
Life-Event Deep Dives
Focused live sessions on the big transitions, buying a home, changing jobs, growing a family, receiving an inheritance.
- 1 hour
- Topic-focused
- Q&A built in
- 03 · Live seasonal session
Open Enrollment & Tax Season Q&A
Live Q&A during open enrollment, tax season, and year-end, for the individual questions that won’t wait.
- 1 hour
- Key periods
- Q&A format
Start Here
Sit in on the next session.
One hour, every two weeks. The shape of the call is the shape of every webinar that follows.