The following is the schedule for our Twelve Points Webinar Series. Hosted by our Twelve Points team, these webinars are designed to provide insight and educate you on specific and relevant financial topics.
For updates and registration links to other upcoming webinars, look out for our monthly newsletter that you should be receiving in your inbox. If you are not receiving it and would like to or if you have any other questions regarding our Webinar Series, please do not hesitate to reach out to us or give us a call at (978) 318-9500.
This month, we’re focusing on the legal tools that keep your family prepared and protected. We’ll cover the core pieces of an estate plan—wills, living trusts, medical and financial powers of attorney, advance directives, and plans designed specifically to protect children—so you know exactly what you need and why it matters.
Learn the different financial tendencies that shape how people think, decide and communicate about money. Learn how to recognize these patterns in yourself and in the people you care about so conversations become easier and more effective.
We’ll recap the major market movements of 2026, uncover which sectors and asset classes look over or undervalued, and explore the economic and investment trends gaining momentum. You’ll leave with a clearer understanding of how to prepare and protect your financial plan in 2027.
