Webinars

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.

Division
Category
Thursday, August 6 @ 12:00 PM ET

Money Conversations With Teens and Young Adult Kids

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.

Thursday, August 27 @ 12:00 PM ET

Caught in the Middle: A Financial Guide for Women Supporting Kids and Parents

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.

Thursday, September 24 @ 12:00 PM ET

Aligning Your Business with Your Personal Wealth

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.

Thursday, October 29 @ 12:00 PM ET

New Paths Ahead: Confidently Navigating Late Career Change

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.

Thursday, November 19 @ 12:00 PM ET

Money Personalities

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.

2026 Webinar Recordings

06/25/2026
Your investment portfolio doesn’t have to be confusing! Learn what to focus on, what to watch out for, and how to identify potential smart adjustments to help you stay on track for...
06/18/2026
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...
05/28/2026
We will provide clear guidance for creating a supported and vibrant life as you grow older. You will learn the key focus areas that shape quality of life and the practical steps...
05/21/2026
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...
04/30/2026
As our bodies change, our wellness routines should evolve with them. Join us for an inspiring webinar featuring PJ Wren – certified in Fitness Training for the Older Adult and named Canada’s...
04/21/2026
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...
03/26/2026
Life’s twists and turns can impact your finances in unexpected ways. This webinar prepares women with practical strategies to stabilize and reset your finances through major life changes from career shifts and...
03/25/2026
We will share practical techniques and guided exercises to help you explore, define, and reconnect with what truly motivates you. This session is designed to help you envision a retirement that is...
03/19/2026
In this session, we’ll break down the everyday decisions that influence how much you owe in taxes—from how you save through your paycheck to navigating job transitions, equity awards, charitable gifts, and...
02/26/2026
We will help you uncover the risks that quietly threaten even the most thoughtful financial plans. We will explore some unforeseen issues that can put hard earned wealth at risk. Learn to...
02/24/2026
Give your children the tools to make smart money choices for life. This webinar guides parents on teaching budgeting, saving, spending wisely, and building financial confidence from childhood through young adulthood.
01/29/2026
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...