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.
As our bodies change, our wellness routines should change with them. Join PJ from Fitness with PJ, a personal trainer experienced in working with women over 40, as she shares practical strategies to become stronger, increase mobility, and feel confident at every age.
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 that help you plan well for yourself or for the people you love. This session highlights the decisions that bring confidence, ease and dignity into every chapter of aging.
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 your retirement goals.
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.
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.
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.
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.
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.
