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Moments of (k)larity™ Webinar Series - 2023 Calendar


Please join members of our financial planning team as they present a series of webinars on the basics of personal finance, life transition planning, investing, and retirement. All attendees automatically entered into our monthly prize-drawing contest!


Date
Title
Links
Description
Jan 11, 2023 1:00pm EST
New Year, New Financial Resolutions
Join members of our financial planning team as they discuss behavioral tips, tricks, and strategies to help you set and achieve your 2023 financial resolutions.
Feb 8, 2023 1:00pm EST
The Five C's of Financial Well-Being
Join members of our financial planning team as they provide an overview of the five C's (Clarity, Confidence, Control, Collaboration, and Continuous improvement) and how maximizing them can lead to greater financial well-being.
March 8, 2023
1:00pm EST
Values-Based Budgeting & Saving
Join members of our financial planning team as they provide an introduction to a new style of budgeting and saving strategies that can help align your money to your goals.
April 12, 2023

1:00pm EST

College Planning Essentials
Join members of our financial planning team for an overview of the important conversations and considerations in the college planning process with special guests from College Inside Track.
May 10, 2023

1:00pm EST

Navigating Student Debt
Join members of our financial planning team and guests from GradFin for an update on the ever-changing student debt landscape. 
June 14, 2023

1:00pm EST

The Importance of Estate Planning
Join members of our financial planning team along with members from the Trust & Will team as they answer the question "do I really need an estate plan?"
July 12, 2023

1:00pm EST

The 3 Questions for Aging Loved Ones
Join members of our financial planning team as they discuss 3 critical questions that need to be addressed when it comes to developing an aging plan for you and/or your loved ones.
Aug 9, 2023

1:00pm EST

Women & Retirement
Join members of our financial planning team for a conversation on the unique issues that women face as they navigate their careers and saving for retirement.
Sept 13, 2023
1:00pm EST
Money Talks
Join members of our financial planning team for a how-to guide on navigating difficult (and uncomfortable) money conversations as we approach the holidays.  
Oct 11, 2023

1:00pm EST

A Primer on Medicare
Join members of our financial planning team as they provide an overview of the ABC's of Medicare
Nov 8, 2023

1:00pm EST

Social Security Maximization
Join members of our financial planning team as they provide overview of Social Security benefits and how to maximize your retirement benefits.
Dec 13, 2023

1:00pm EST

The Four Phases of Retirement
Join members of our financial planning team as they discuss the phases that most people go through in retirement, and the keys to navigating each unique phase.

The sponsor of the monthly drawing is Greenspring Advisors, LLC (“Greenspring”).  The drawing will take place each month after the completion of the live version of the Moments of (k)larity webinar.   The drawing is open to all individuals who attend the live version of each month’s webinar.  Employees and family members of Greenspring are not eligible to win.  The drawing is subject to all applicable federal, state and local laws and regulations and is void where prohibited or restricted by law.  Only one prize per person and per household will be awarded each calendar year. Gift cards are subject to the terms and conditions of the issuer. Prizes cannot be transferred, redeemed for cash or substituted by winner. Greenspring makes no representation or warranty concerning the appearance, safety or performance of any prize awarded. Restrictions, conditions, and limitations may apply. Greenspring will not replace any lost or stolen prize items.

Z
Zack is the author of this solution article.

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