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’ […]
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
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
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 […]
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 […]
The Taxman Cometh: Strategies to Minimize Your Contribution to the Government
March 2024 The Taxman Cometh: Strategies to Minimize Your Contribution to the Government 3/19 @ 12:00 PM Learn strategies to minimize your contribution to the government as we explore these topics: Paycheck Savings Job Changes Equity Compensation Charitable Donations Family Changes Investment Tax Considerations Watch Now
Protect Yourself From Yourself
February 2024 Protect Yourself From Yourself 2/21 @ 12:00 PM HUMANS ARE SMART. But sometimes our emotions take over, and we use the “gut instinct” part of our brain instead of the critical thinking part. This is especially true when it comes to investing. Learn why we make emotional decisions about our money and […]
Principles For a Successful Retirement
January 2024 Principles For a Successful Retirement 1/18 @ 12:00 PM Provides Clear guidance on key elements of retirement The Important of a plan, longevity, Social Security, and retiree health care costs Align cash flow with client goals, understand loss aversion and help clients stay invested Twelve Points will be joined by Sharon Carson of […]
2023 Year in Review and Market Outlook for 2024
December 2023 2023 Year in Review and Market Outlook for 2024 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 2024 Watch Now