Estate Planning Documents Everyone Needs and When They Should Be Updated
This month we look at the legal documents to keep you and your family safe and sound. We’ll dive into: Estate Plan Living Trust Will Durable/ Nondurable/ Special or Limited/ Springing/Medical Power of Attorney Advance Medical Directive Kids’ Protection Plan
Cyber Security: The 5 Things Every Family Needs to Know to Stay Secure
In this session we will dive into the most recent cyber security trends that you and your family need to be aware of to stay safe through the holiday season. BlackCloak’s team will provide insight on recent scams, signs to look for, and recommended preventative measures that you can put in place to advise your […]
Basics of Financial Planning
General Guidelines & Case Studies Budgeting Emergency Funds Retirement Savings Insurance Goals (Long-Term & Short-Term) Wills & Trusts Health Care Planning
Digital Assets 101
Crypto is more than an investment — it’s a new financial system for the internet. This webinar will give you a clear, practical introduction to how it all works — and why it matters. We’ll start with the basics: what Bitcoin, Ethereum, and blockchains are, and how they’re being used today. You’ll learn how to […]
Managing My Money
June 2025 Managing My Money 6/18 @ 12:00 PM EST The Managing My Money workshop will help you identify three core components of money management: a sound budget, building (or rebuilding) your emergency savings fund, and getting control over prioritizing your debt. Watch Now
Medicare From A to D
May 2025 Medicare From A to D 5/20 @ 12:00 PM EST Join us for a webinar with the Medicare Rights Center as they run through the Medicare process. You will hear an overview of the program, details of the enrollment process, and strategies for coordinating Medicare benefits with other forms of insurance. Watch Now
Anticipating the Unexpected: Involving Your Family in Financial Planning & Decision Making
April 2025 Anticipating the Unexpected: Involving Your Family in Financial Planning & Decision Making 4/17 @ 12:00 PM EST It’s All in the Planning It’s not easy to plan for the possibility of debilitating illness or death. But by thinking about your desires, making good plans, sharing them with your loved ones, and reviewing and […]
The Taxman Cometh: Strategies to Minimize Your Contribution to the Government
March 2025 The Taxman Cometh: Strategies to Minimize Your Contribution to the Government 3/18 @ 12:00 PM EST Learn strategies to minimize your contribution to the government as we explore these topics: Paycheck Savings Job Changes Equity Compensation Charitable Donation Family Changes Looking Ahead: Upcoming 2026 Tax Changes Watch Now
Behavioral Finance: How Our Humanness Affects Investment Returns
February 2025 Behavioral Finance: How Our Humanness Affects Investment Returns 2/18 @ 12:00 PM EST Panic selling and fear of missing out are opposite sides of the same behavioral bias, the herding bias, which is the most powerful of all in behavioral finance. We saw the first emerge in February and March of 2020, but […]
Elevate Your Retirement Life Style – Four Keys to Designing Your Best Retirement
January 2025 Elevate Your Retirement Life Style – Four Keys to Designing Your Best Retirement 1/23 @ 12:00 PM EST Retirement. The word makes you envision sunsets, rounds of golf, and endless cups of coffee. But guess what: You might be sipping that coffee for potentially 25 years. What are you going to do with […]
2024 Year in Review and Market Outlook for 2025
December 2024 2024 Year in Review and Market Outlook for 2025 12/12 @ 12:00 PM We will walk through the majors pits and peaks of this fiscal year, while focusing specifically on: Market Returns Sectors and Assets Which Appear Overvalued/Undervalued Trends We See Developing How to protect yourself in 2025 Watch Now
Estate Planning Documents Everyone Needs and When They Should Be Updated
November 2024 Estate Planning Documents Everyone Needs and When They Should Be Updated 11/14 @ 12:00 PM This month we look at the legal documents to keep you and your family safe and sound. We’ll dive into: Estate Plan Living Trust Will Durable/ Nondurable/ Special or Limited/ Springing/Medical Power of Attorney Advance Medical Directive Kids’ […]