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 session simplifies the complex world of buying, selling, and renting a home. We’ll cover credit and affordability, down payments and closing costs, the mortgage and inspection process, how interest rates shape the market, and when renting may make more sense than buying—all with guidance on how to work effectively with a real estate agent.
Explore the key financial moves to make at every stage of life. From building a strong foundation in your 20s to confidently navigating retirement in your 60s and beyond, this session provides a clear, decade-by-decade roadmap to help you make smarter money decisions and build lasting wealth.
Women face unique financial challenges—but also possess powerful strengths when it comes to planning, prioritizing, and investing for the long term. This session is designed to help women build confidence with money by understanding their values, setting clear goals, and developing strong financial habits.
We’ll walk through the core components of financial wellness: budgeting with intention, saving consistently, investing wisely, preparing for retirement, and protecting your financial life through insurance and estate planning.
We’ll also explore the emotional side of money, the common barriers many women encounter, and how to navigate them with clarity and confidence. This is a supportive, judgment-free session created to help women strengthen their financial foundation and build long-term security.
Join us for a practical walkthrough of the major insurance policies that play key roles in your financial life. We’ll break down how auto, home, renter’s, umbrella, life, and disability insurance work, what they actually cover, and how to determine the right levels of protection for your situation.
Attendees will leave with a clearer understanding of how to safeguard their income, assets, and family from life’s unexpected events.
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.
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.
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.
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.
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.
