Webinars

We are excited to bring you topics of current interest and, where beneficial, have guest speakers present their expertise and views on these topics. Here you will find a schedule of upcoming webinars, as well as a library of webinars recently completed.

Upcoming Webinars

March 2025

Topic: The New Retirement Rules: Understanding SECURE Act 2.0
When: Wednesday, March 26th at 12:00 p.m. ET

Join Steve Richardson, Principal and Senior Advisor and Kyle Morrissey, Advisor for a break-down of SECURE Act 2.0 – the most significant retirement legislation since 2019, with roughly 100 provisions affecting retirement plans. Steve and Kyle will outline the key changes, from extended saving opportunities to new ways to use retirement funds, and help you understand their impact. We’ll explore how these changes affect different generations, from Boomers to Millennials, and why now is the time to reevaluate your financial and retirement strategies.

Register in advance for this Teams Webinar

Webinar Archive

View our list of replays from past webinars.