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 webinar offers a framework for guiding your older children into confident financial adulthood. Learn how to communicate expectations, share family values and equip them with the tools they need to make wise decisions as they step into independence.
This session covers the core building blocks of a strong financial plan—from budgeting and emergency savings to retirement strategies, insurance, and estate planning. You’ll also see real-world case studies that tie these concepts together and help you set clear goals for both the short and long term.
Juggling the financial responsibilities of raising children and caring for aging parents can feel overwhelming. This webinar provides practical strategies, budgeting tips, and planning tools to help women in the sandwich generation manage expenses, reduce stress, and protect their financial future.
From health insurance and wellness programs to HSAs, FSAs, 401(k)s and other employee benefits — this month’s webinar helps you and your family cut through the complexity and learn how to best navigate your Total Rewards Programs.
Discover how smart technology and trusted partners can make it easier to understand, engage, and utilize your benefits to their maximum potential.
How to manage your company in a way that strengthens your personal financial life rather than competing with it. You will learn how to connect your business strategy, income planning and eventual succession plan with the goals in your personal estate plan. This session highlights what to track, where to focus and how to ensure your personal wealth grows alongside the business you are building.
As we approach retirement, it is more important than ever to understand the impact that Medicare has on both our health care and retirement income. Use this seminar to help consider your Medicare options and make the best decision for your situation.
Late-career changes can be challenging – and empowering! Learn from a career coach and women who’ve successfully made the leap and get inspired to take your next career step with confidence.
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.
