 | 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 14, 2026 1:00pm EST | New Year, New Me: Budgeting & Debt Reduction Strategies | Join members of our financial planning team as they discuss effective budgeting techniques and how to take charge of your debt. | |
Feb 11, 2026 1:00pm EST | Join members of our financial planning team as they discuss effective budgeting techniques and how to take charge of your debt. | Join members of our financial planning team as they discuss how to create your own goals-based financial plan. | |
March 11, 2026 1:00pm EST | Insurances & Crucial Coverage: Your Work Benefits & Beyond | Join members of our financial planning team as they go beyond your work insurance benefits to discuss key types of insurance every individual should have and how they fit into your financial plan.. | |
April 8, 2026 1:00pm EST | Intro to Taxes: Paystubs, Account Types & Estimating Your Annual Tax Withholding | Join members of our financial planning team as they discuss the basics of the US tax system, different account types and how they are taxed, how to read your pay stub and use it to help predict your tax withholding for the year. | |
May 13, 2026 1:00pm EST | Understanding & Increasing 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, how to create them, and strategies to increase your overall net worth. | |
June 10, 2026 1:00pm EST | Mid-Year Check In: Am I On Track? | 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 8, 2026 1:00pm EST | Retirement Plan Logistics: Your Rules as an Active & Terminated Participant | Join members of our financial planning team as they discuss the different rules that apply to you and your retirement plan while you are working and when you are no longer working. We will discuss distributions, how to execute plan rollovers, how to handle plan changes, and your journey as an active versus terminated participant. | |
Aug 12, 2026 1:00pm EST | More Than Just 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 9, 2026 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 14, 2026 1:00pm EST | Understanding the Medicare Alphabet: From A to N | Join members of our financial planning team as they provide an overview of the ABCs of Medicare. | |
Nov 11, 2026 1:00pm EST | Navigating Social Security: When Should You Collect? | Join members of our financial planning team as they provide an overview of Social Security benefits and how to maximize your retirement benefits. | |
Dec 9, 2025 1:00pm EST | Life After Work: Navigating the Retirement Transition | Join members of our financial planning team as they discuss the challenges of transitioning to retirement and how to prepare for the emotional side of retiring. |
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.