 | 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 8, 2025 1:00pm EST | Budgeting Workshop #1: Getting Organized | Join members of our financial planning team for a how-to workshop series on effective budgeting and how to create a budget you can actually stick with. | |
Feb 12, 2025 1:00pm EST | Budgeting Workshop #2: Make it Realistic | Join members of our financial planning team for a how-to workshop series on effective budgeting and how to create a budget you can actually stick with. | |
March 12, 2025 1:00pm EST | Budgeting Workshop #3: Tracking and Monitoring | Join members of our financial planning team for a how-to workshop series on effective budgeting and how to create a budget you can actually stick with. | |
April 9, 2025 1:00pm EST | Where do I stand? Understanding your Net Worth | Join members of our financial planning team as they discuss the key financial statements that give you a snapshot of your financial picture and how to create them, in this first step of the financial planning process. | |
May 14, 2025 1:00pm EST | Net Worth Boosters: Increasing Savings & Tackling Debt | Join members of our financial planning team for an overview of strategies that can help you take charge of your debt and increase savings to boost your net worth. | |
June 11, 2025 1:00pm EST | Mid-Year Check In--Am I on Track for my Goals? | Join members of our financial planning team as they discuss what to check on at the halfway point of the year to ensure you are on track for your goals. | |
July 9, 2025 1:00pm EST | 529, UTMA, Roth IRA, Oh my! How should I save for my child's future? | Join members of our financial planning team as they discuss the different options available to save and invest for your child's future, and how to determine which is best for you. | |
Aug 13, 2025 1:00pm EST | More than A Will: Understanding All Aspects of an Estate Plan | Join members of our financial planning team for an in-depth overview of a properly crafted estate plan and the key documents every individual should have in place. | |
Sept 10, 2025 1:00pm EST | Sticker Shock: Understanding the True Cost of College | Join members of our financial planning team for a deep dive on the true cost of college, to help you better understand what it might actually cost your family. | |
Oct 8, 2025 1:00pm EST | Understanding Medicare from A to N | Join members of our financial planning team as they provide an overview of the ABC's of Medicare | |
Nov 12, 2025 1:00pm EST | Maximizing Social Security | Join members of our financial planning team as they provide overview of Social Security benefits and how to maximize your retirement benefits. | |
Dec 10, 2025 1:00pm EST | Rethinking Retirement: What does it really mean to retire today? | Join members of our financial planning team as they discuss the how retirement has changed, and how the modern definition impacts your financial plan. |
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.