Webinars
June 2024 – Life & Personal Insurance Overview – Henderson Brothers, Inc.
This webinar will review several items to consider when addressing and implementing an insurance plan. LPL Financial and HB Retirement are separate entities and not affiliated with Henderson Brothers, Inc.
May 2024 – The Home Stretch – Franklin Templeton Academy.
This webinar will review seven things you need to do in the decade (or so) before you retire. May 2024 – The Home Stretch – Franklin Templeton Academy. LPL Financial and HB Retirement are separate entities and not affiliated with Franklin Templeton Academy.
April 2024 – Social Security – John Hancock.
This webinar will focus specifically on how you can optimize your Social Security benefits and get the most out of the system. LPL Financial and HB Retirement are separate entities and not affiliated with John Hancock.
January 2024 – Using Trusts to Protect Your Estate for Future Generations – Julian Gray Associates.
This webinar will help you learn about the benefits and varieties of Trust Planning and why a Last Will and Testament may not be enough. LPL Financial and HB Retirement are separate entities and not affiliated with Julian Gray Associates.
November 2023 – The Basics of Medicare – Henderson Brothers, Inc.
This webinar will review the basic structure of Medicare and the types of plans available for purchase when applying for your Medicare benefit. LPL Financial and HB Retirement are separate entities and not affiliated with Henderson Brothers, Inc.
September 2023 – How Successful Families Approach Money – T. Rowe Price
The American Psychological Association states that money is the number one source of stress for Americans. However, it does not have to be that way. Some families approach money differently. This webinar will review strategies and share how a financial professional can help you have these discussions on your terms, in a way that is comfortable for you. LPL Financial and HB Retirement are not affiliated with T. Rowe Price.
July 2023 – The Social Portfolio – Hartford Funds
Investing in our social connections as we age is vital to our wellbeing and should be a critical component of comprehensive longevity planning. During this webinar, we will cover: Social portfolio dynamics across our lifespan; Four categories of friends; Investing and managing your social portfolio. LPL Financial and HB Retirement are not affiliated with Hartford Funds.
June 2023 – 10 Myths About College Savings Plans – John Hancock Investment Management
This webinar will cover the features and benefits of 529 plans, qualified and non-qualified expenses, gifting strategies, the flexibility of 529’s, as well as 529’s vs. other investment vehicles. LPL Financial and HB Retirement are not affiliated with John Hancock Investment Management.
May 2023 –Social Security – Nationwide Retirement Institute
This webinar breaks down and simplifies the many rules and filing options for Social Security. We will demonstrate how you can make a suitable decision for your needs by analyzing and comparing different Social Security filing options. LPL Financial and HB Retirement are not affiliated with Nationwide Retirement Institute.
LPL Financial and HB Retirement are not affiliated with Julian Gray Associates.
March 2023 - Six Signs You Need An Estate Planning Checkup - Julian Gray Associates
When was the last time you reviewed your estate plan? Have your beneficiaries changed? Has your health changed? Join us for this informative webinar to learn why now is the time to review your estate plan.
LPL Financial and HB Retirement are not affiliated with Julian Gray Associates.
January 2023 - BrainWorks – Janus Henderson Investors
This webinar illustrates some key findings on how the brain works and ways we can train our brain to perform better, be more resilient to stress, and endure the test of time – reducing our risk of cognitive decline, dementia and Alzheimer’s disease.
LPL Financial and HB Retirement are not affiliated with Janus Henderson Investors.
November 2022 - The Basics of Medicare – Henderson Brothers, Inc.
This webinar reviews the basic structure of Medicare and the types of plans available for purchase when applying your Medicare benefit.
LPL Financial is not affiliated with Henderson Brothers, Inc.
October 2022 - History Lessons – John Hancock
If you ask what the markets are going to do, the answer would be that they are going to fluctuate! Volatility can feel like the ups and downs of a rollercoaster. While we know that past performance is not indicative of future results, when it comes to behavior of markets, patterns often repeat themselves. Circumstances may change but patterns rarely do.
LPL Financial and HB Retirement are not affiliated with John Hancock.
June 2022 - BlackRock - The Psychology of Investing
This webinar will review some of the common mistakes that investors can make when they mix their emotions with their decision making, and how to prevent them.
LPL Financial and HB Retirement are not affiliated with BlackRock.
March 2022 - Julian Gray Associates - Six Signs You Need an Estate Planning Checkup
When is the last time you reviewed your estate plan? Have your beneficiaries changed? Has your health changed? Join us for this informative webinar to learn why now is the time to review your estate plan.
LPL Financial and HB Retirement are not affiliated with Julian Gray Associates. HB Retirement and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.
February 2022 - J.P. Morgan - Guide to the Markets
This webinar will illustrate a comprehensive array of market and economic histories, trends and statistics through clear, compelling charts and graphs.
LPL Financial is not affiliated with JP Morgan.
January 2022 - Nationwide Retirement Institute - Social Security
This webinar breaks down and simplifies the many rules and filing options for Social Security, and demonstrates how you can make a suitable decision for your needs by analyzing and comparing different Social Security filing options.
LPL Financial is not affiliated with Insights and Solutions Field Team Nationwide Retirement Institute.
November 2021 - John Hancock - Master Your Sleep with Mindfulness
This webinar will review how to counter sleep deficiency and circadian disruption of our 24/7 culture.
LPL Financial is not affiliated with John Hancock.
October 2021 - Henderson Brothers - The Basics of Medicare
This webinar will review the basic structure of Medicare and the types of plans that are available for purchase when you apply your Medicare benefit. The following questions will be answered: When should I enroll in Medicare? When am I eligible? How do I supplement Medicare?
LPL Financial is not affiliated with Henderson Brothers.
September 2021 - Hartford Funds - 8,000 Days of Retirement
Retirement is often talked about as an end. It's the end of one's career. It's the last stage of one's life. It's the end game.
Hartford Funds and MIT AgeLab are helping people understand the dichotomy of retirement - it's seen as an end, but it can actually make up more than a decade or two of one's life. This presentation can help you navigate 8,000 days of retirement.
LPL Financial and HB Retirement are not affiliated with Hartford Funds and MIT AgeLab.
June 2021 - American Century Investments - Raising Financially Aware Kids
We spend a great deal of time and energy, headaches, and heartaches helping our children with schoolwork. There is one subject that typically is not taught in school, but it very important and one that we can always help our kids with. That is personal finance. Join us to learn more on how to raise financially aware kids.
LPL Financial and HB Retirement are not affiliated with American Century Investments.
April 2021 - Janus Henderson Investors - Brainworks: Simple Solutions for Staying Sharp
In this presentation, we will talk about some of the key findings about how the brain works and ways we can train our brain to perform better, to be more resilient to stress, and to endure the test of time - reducing our risk of cognitive decline, dementia and Alzheimer's disease.
LPL Financial and HB Retirement are not affiliated with Janus Henderson.
March 2021 - Julian Gray Associates - 7 Signs You Need an Estate Plan
When is the last time you reviewed your estate plan? Have your beneficiaries changed? Do you own a second home? Join us for this informative webinar to learn why now is the time to review your estate plan.
LPL Financial and HB Retirement are not affiliated with Julian Gray Associates. HB Retirement and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.
February 2021 - JP Morgan - Guide to the Markets
This webinar will illustrate a comprehensive array of market and economic histories, trends and statistics through clear, compelling charts and graphs.
LPL Financial and HB Retirement are not affiliated with J.P. Morgan.
January 2021 - Franklin Templeton - The Future Is Now: Investing For A Brighter Tomorrow
Our world is transforming at an unprecedented pace and, as a result, the future may arrive faster than investors expect. This webinar will discuss how innovation can drive change and continue to transform the world in the decade ahead - to help us reach a brighter tomorrow.
LPL Financial is not affiliated with Franklin Templeton.
October 2020 - Henderson Brothers - The Basics of Medicare
This webinar will review the basic structure of Medicare and the types of plans that are available for purchase when you apply your Medicare benefit. The following questions will be answered: When should I enroll in Medicare? When am I eligible? How do I supplement Medicare?
LPL Financial is not affiliated with Henderson Brothers.
August 2020 - Janus Henderson Investors - Managing Stress for Success
You will always have something that is important to you, and that is why you will never be free of stress. This webinar will not free you from stress. What it will do, is help you unpack and ultimately recalculate what your stress formulas are to pursue better results for you and those you care about most.
LPL Financial and HB Retirement are not affiliated with Janus Henderson Investors.
July 2020 - Putnam Investments - Preparing for Healthcare Costs in Retirement
This webinar will examine the challenges retirees face, delve into the key components of retiree healthcare such as Medicare and long-term care, and finally, discuss planning considerations.
LPL Financial and HB Retirement are not affiliated with Putnam Investments.
June 2020 #1 - American Century Investments - Raising Financially Aware Kids
Understanding the Value of a Dollar from Toddler to Teen.
LPL Financial and HB Retirement are not affiliated with American Century Investments.
June 2020 #2 - Goldblum Sablowsky, LLC - Introduction to Estate Planning
It's important to be proactive instead of reactive when it comes to estate planning. This webinar will review three principles to consider when estate planning.
LPL Financial and HB Retirement are not affiliated with Goldblum Sablowsky, LLC. HB Retirement and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.
May 2020 - Fidelity Investments - Strategies for Market Volatility
As hard as it can be to embrace market volatility, swings on the upside and downside are a normal part of investing. This webinar will focus on strategies for Market Volatility and prepare you for the future.
LPL Financial and HB Retirement are not affiliated with Fidelity Investments.
April 2020 - Legg Mason - Discover Tomorrow's Needs Today
There is a real gap between people's expectations for their retirement and the realities of it. This webinar will go over a few factors that could affect your retirement savings.
LPL Financial and HB Retirement are not affiliated with Legg Mason.
March 2020 - JP Morgan - Guide To The Markets
This webinar will illustrate a comprehensive array of market and economic histories, trends and statistics through clear, compelling charts and graphs.
LPL Financial and HB Retirement are not affiliated with J.P. Morgan.
February 2020 - Julian Gray Associates - Where there's a Will...There are Relatives
This presentation discusses issues that families face and the modern estate planning techniques being used to put them in a better position.
LPL Financial and HB Retirement are not affiliated with Julian Gray Associates. HB Retirement and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.
January 2020 - Janus Henderson - Big Questions for a Better Retirement
This webinar will cover five big questions to consider when thinking about your retirement. When is the right time to retire? What do I need to know about Social Security? How do I start my plan? Join us to hear all five questions and the answers.
LPL Financial and HB Retirement are not affiliated with Janus Henderson.
