Webinar Series

Personal finance can be intimidating.  It’s hard to know where we should be focusing our time and attention.  Our monthly webinar series cuts through the noise and confusion, presenting information in an easy to follow and understand format.

Recent Topics

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Estate Planning for the Rest of Us

Our Estate Planning for the Rest of Us workshop will teach you what estate planning is, the fundamental components of the process and how to successfully complete it. You’ll learn who should be doing it, how to get started and how to a stay current. 

You’ll learn:

  • If you’re a candidate for the process 
  • Identify who should be involved
  • Understand the estate planning process and documents involved 
  • Determine how to evaluate providers who can implement your plan and keep it up to date

November 10th, 2021

With George Grombacher

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Buying Your First Investment Property

Our Buying Your First Investment Property workshop is about making your first investment property purchase as successful as possible. Proactively planning and taking an integrated approach is essential to success.

In this workshop you will:

  • Learn how to prepare financially
  • Learn how to prepare emotionally
  • Learn about all the necessary parties and variables for a successful transaction
  • Learn about how to successfully manage the process from beginning to end

October 13th, 2021

With George Grombacher

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The Right Life Insurance

Our Having the Right Life Insurance workshop is about making sure you’ve got the right coverage to protect your loved ones. With so many different coverage options available, it’s difficult to know if what you’ve got is appropriate.  In this workshop you will:

  • Determine the correct death benefit for you and your family 
  • Learn about the different types of policies
  • Decide which type is right for you
  • Learn about the process for obtaining and maintaining your policy

August 11th, 2021

With George Grombacher

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Buying Your Next House

Our Buying Your Next House workshop is about making your next home purchase as successful as possible.  The current state of many real estate markets is dynamic to say the least; in order to make good decisions you’ll need to be well prepared. In this workshop you will:

  • Learn how to prepare financially
  • Learn how to prepare emotionally
  • Learn about all the necessary parties and variables for a successful transaction
  • Learn about how to successfully manage the process from beginning to end

August 11th, 2021

With George Grombacher

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MidWay Point Workshop

You set thoughtful, meaningful and actionable goals at the beginning of the year. How are you doing? The Midway Point Workshop serves as a checkpoint to answer that question. In this workshop, you will:

Revisit your annual goals and measure your progress

Assess if your priorities have changed and how your goals may need to adjust

Set action items

Gather resources to ensure success

July 14th, 2021

With George Grombacher

Successful Stock Investing

Our Successful Stock Investing webinar is designed to help you learn the fundamentals of stock investing and position yourself for long-term, sustainable success.  

In this webinar you will:

Learn the fundamentals and drivers of successful investors

Learn about and decide on a strategy

Develop your plan for getting started 

Setting parameters for sustainable success

June 9th, 2021

With George Grombacher

Kids and Money

Our Kids and Money webinar is designed to help parents teach their kids positive money habits.

Raising financially responsible children is a priority for parents, but many lack the resources. In this webinar you will learn:

How to teach your children positive money habits like saving, spending and giving.

How to set a great example and demonstrate successful financial behaviors.

How to implement practical and sustainable weekly activities.

How to teach your children to set financial goals.

May 12th, 2021

With George Grombacher

My CODE: A (Family) Values Webinar

To live a truly fulfilled life, you need to follow a code. Your code clarifies your most important values so you can live them everyday. In this webinar you will:

Explore your most important values and prioritze them.

Question why they are of greatest importance.

Determine how you’re currently living them and where there may be opportunities for improvment.

Development a plan for ensureing you and your loved one are living a life aligned to your highest values.

April 14th, 2021

With George Grombacher

Strengthening Your Financial Foundation

Our Strengthening Your Financial Foundation webinar is about making sure your overall financial world is built on a solid foundation. In this webinar you will:

Learn about all the components of a solid foundation.

Learn about managing cash flows, budgets and establishing an emergency fund.

Learn about proper insurance coverages.

Learn about relevant estate planning documents.

March 10th, 2021

With George Grombacher

Understanding Bitcoin

Our Understanding Bitcoin webinar provides an overview of crypto assets and how they fit into your overall financial situation. In this webinar you will:

Gain an understanding of crypto assets and blockchain technology.

Learn how to buy and sell this new asset class Learn what influences their value.

Learn how they could fit into your overall financial situation.

February 10th, 2021

With George Grombacher

STRIVE Online Bootcamp

This webinar provides an overview of our STRIVE two week bootcamp.

During this two week online bootcamp, you’ll take control and win the battle for your limited resources. Built on a foundation of your most important goalsthis course is designed to give you the tools to take control and detox your mind, bodand money. 

January 13th, 2021

With George Grombacher

New Year’s Manifesto

We’ve all made and broken New Year’s resolutions. That ends now. The New Year’s Manifesto workshop will guide you to start living the life you truly want! Through this live or on-demand workshopyou’ll clarify and crystallize your best life and put a plan together for making it happen.

December 9th, 2020

With George Grombacher

Using First Principles

On this webinar, we talk about how to utilize first principle reasoning in every aspect of our lives and how this can benefit decision making.

November 11th, 2020

With George Grombacher

Avoiding Holiday Relapses

On this webinar, we talk about how to be proactive about not breaking our positive financial, dietary and exercise habits during the holidays and what to do should it happen.

October 14th, 2020

With George Grombacher

Increasing Your Mental Resilience

On this webinar, we talk about how to assess your current level of mental wellness and set goals for improving your overall mental and psychological wellbeing.

September 9th, 2020

With George Grombacher

Increasing Your Physical Resilience

On this webinar, we talk about how to assess your current level of physical wellness and set goals for improving your exercise and nutrition habits.

August 12th, 2020

With George Grombacher

Increasing Your Resilience

On this webinar, we talk about how to assess your current level of resilience in three key areas; financial, mental and physical.

July 8th, 2020

With George Grombacher

Personal CFO 2

On this webinar, we go deeper into the concept of becoming the CFO of your life!

June 10th, 2020

With George Grombacher

Personal CFO

On this webinar, we talk about what it means to be the CFO of your life and how to make it happen!

May 13th, 2020

With George Grombacher

Navigating Corona

On this webinar, we talk about important financial considerations during the pandemic as well as an overview of the CARES Act.

April 8th, 2020

With George Grombacher

Sources of Retirement Income

On this webinar, we talk about the primary sources of retirement income and how they respond to risk!

March 11th, 2020

With George Grombacher

Risks in Retirement

On this webinar, we talk about the six primary risks we face when designing retirement income and how to manage them!

February 12th, 2020

With George Grombacher

Framework for Success

On this webinar, we talk about they drivers of financially successful people!

January 8th, 2020

With George Grombacher

Buying Stocks Online

On this webinar, we talk about how to buy stocks online and how they fit into your overall financial situation!

December 11th, 2019

With George Grombacher

Year-End Tax Tips

On this webinar, we talk about important tax considerations for the rest of the year and beyond!

November 13th, 2019

With George Grombacher

New Babies

On this webinar, we talk about the important things to keep in mind when expecting a new baby!

October 9th, 2019

With George Grombacher

Envelope Budgeting System

On this webinar, we talk about how the envelope budgeting system works and the benefits it could have for you!

September 11th, 2019

With George Grombacher

Robo-Advisors

On this webinar, we talk about the history of stock investing, active versus passive investing and the financial technology Robo-Advisors!

August 14th, 2019

With George Grombacher

The Car Buying Process

On this webinar, we go over the steps and methods to successfully and affordably buy your next automobile!

July 10th, 2019

With George Grombacher

Steps to Home Ownership

On this webinar, we go over the steps and parties involved in a home purchase!

June 12th, 2019

With George Grombacher

Life Insurance Fundamentals

In this month’s webinar, we talked about determing the proper amount of coverage, the two primary types and how to actually obtain coverage.

May 8th, 2019

With George Grombacher

Should I Pay Off Credit Cards or Start Saving

In this month’s webinar, we answer the most common Google personal finance query- Should I pay off debt or start saving?

April 10th, 2019

With George Grombacher

Risk Tolerance, Asset Allocation and Target Date Funds

On this month’s webinar, we cover the topics of risk tolerance, asset allocation, target date funds and a strategy using target date funds and a “value” strategy.

March 13, 2019

With George Grombacher

The world of personal finance is enormous and can be intimidating.

Our monthly webinars, released on the second Wednesday of each month, cut through the noise and clutter to bring you practical and actionable information on the most important topics.  

Access the full library of past recordings as well as worksheets to use for further financial and wellness exploration.

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