Past Webinars 

All About Estate Planning: June 12th (11:30-12:30pm) 

• Key estate planning documents 
• Beneficiaries and account titling 
• What is an estate plan and who should have one? 
• What happens if you pass away without a will? 

End of Life & Finances: March 20th (11:30-12:30pm)

• Organizing finances after the death of a loved one 
• Organize your finances to simplify your estate 
• Estate planning 101 
• Managing an inheritance 
• Bonus! Financial safety strategies  

Credit Protection & Cybersecurity: April 17th (11:30-12:30pm) 

• Checking your credit report 
• Credit tips & tricks 
• Cybersecurity best practices 
• Freezing your credit 

Let's Talk About Retirement: May 22nd (11:30-12:30pm)

• Starting to save for retirement 
• Investing basics 
• Generating retirement income 
• Withdrawal strategies
• Social security