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

May 2026

Topic: Scams, Frauds and Deep Fakes: Smart Rules Every Family Needs to Know
When: Tuesday, May 19th at 12:00 p.m. ET

Scams are no longer easy to spot—and even smart, careful people are being fooled. Artificial intelligence, deep-fake technology, and increasingly sophisticated fraud tactics have changed the cybersecurity landscape. Romance scams, fake government officials, investment fraud, and AI generated voice and video impersonations are costing Americans billions each year—and families often don’t see it coming.

Please join Kyle Morrissey, CFP®, Advisor, for a presentation that isn’t about fear or avoiding technology: it’s about understanding how scams really work and knowing exactly how to respond when something doesn’t feel right.

Topics include:

• How modern scams build trust and exploit emotion
• Why AI and deep-fake technology make fraud harder to detect
• The most common red flags in romance, investment, and impersonation scams

Register in advance for this Teams Webinar >>

Webinar Archive

View our list of replays from past webinars.