Protecting Your Data: Aware and Prepared
October 2024 Protecting Your Data: Aware and Prepared 10/24 @ 12:00 PM Scammers use clever techniques to steal personal information and data. This seminar can help participants recognize scams and learn industry best practices to help them protect themselves, their families, and their finances. Watch Now
Francesca Federico Named One of NAPA’s Top Women of Excellence
We are proud to announce that our very own Francesca Federico has been recognized by the National Association of Plan Advisors as one of the Top Women of Excellence for 2024. Her talent and efforts earned her the level of “Captain”, which highlights women who are focused on growth of the organization and business. They […]
Third Quarter 2024 Review
Another quarter, another record high. The S & P 500® was up 5.8% during the quarter, the MSCI All-Country World Index® returned 6.4% and the Bloomberg Global Aggregate Bond Index rose by 7.0% as US Federal Reserve lowered the target Federal Funds rate for the first time in four years at their September meeting by […]
Basics of Financial Planning
September 2024 Basics of Financial Planning 9/26 @ 12:00 PM Budgeting Emergency Funds Retirement Savings Insurance Goals (Long-Term & Short-Term) Wills & Trusts Health Care Planning Watch Now
Making Medicare Work for You
August 2024 Making Medicare Work for You 8/20 @ 12:00 PM As clients approach retirement, it is more important than ever to understand the impact that Medicare has on both their healthcare and retirement income. Use this seminar to help clients consider their Medicare options and make the best decision for their situation. Watch Now
Second Quarter 2024 Review
The quarter started with a modest pullback in April but ended with a record rally that enabled the equity market to reach multiple new highs in June. The S & P 500® was up 3.9% during the quarter, the MSCI All-Country World Index® returned 2.9% and the Bloomberg Global Aggregate Bond Index declined by 1.1% […]
Things to Know When Buying, Selling, or Renting a Home (Real Estate Updates)
July 2024 Things to Know When Buying, Selling, or Renting a Home (Real Estate Updates) 7/17 @ 12:00 PM Buying and selling real estate is one of the most confusing and multi-pronged undertakings you’ll ever be involved with. We break it down for you for you with easy-to-understand discussions of: Credit Scores & Affordability Down […]
Francesca Federico C(k)P® AIF® CPFA® CDFA® Joins the Retirement Advisor Council
Francesca Federico, Co-founder and President of Twelve Points Retirement Advisors, has joined the Retirement Advisor Council effective April 29, 2024. Well-known for her work with families and individuals, especially women and business owners, Ms. Federico has built a successful career on the foundational belief that when employees prosper, businesses prosper. This idea drives her service-first […]
Blockchain 101 with Accolade Partners
June 2024 Blockchain 101 with Accolade Partners 6/13 @ 12:00 PM Aram Verdiyan from Accolade Partners will join Twelve Points to discuss the opportunity in blockchain technology and the current state of the crypto market. Topics will include adoption of blockchain technology, uses and applications of blockchain, current risks, update on the regulatory environment and […]
Raising Financially Fit Children
May 2024 Raising Financially Fit Children 5/22 @ 12:00 PM Conversations and exercises to raise financial awareness for kids of all ages. Watch Now
Megatrends: Transformational Forces Driving our Global Economy & Society
April 2024 Megatrends: Transformational Forces Driving our Global Economy & Society 4/18 @ 12:00 PM There are five powerful forces that are transforming the trajectory of the global economy, shifting the priorities of societies and redefining business models – as well as changing the face of investing. We call these megatrends. In this seminar, we […]
First Quarter 2024 Review
The equity rally continued this quarter with signs of a broadening of participation as the quarter ended. The S & P 500® was up 10.4% during the quarter, the MSCI All-Country World Index® returned 8.2% while the Bloomberg Global Aggregate Bond Index fell by -0.8% as global interest rates modestly increased. US Mega Cap Growth stocks continued […]