THURSDAY, September 21, 2017, 1:00 PM TO 1:45 PM
SPEAKER: Carrie Gilchrist, Ph.D., Senior Financial Aid Outreach Advisor at Oakland University 

College Planning: How to Navigate Financial Aid and the FAFSA

Are you unsure of where to start when it comes to applying for financial aid or what to make of the award letter your child has received? You’re not alone! Many parents are confused about the FAFSA, what it actually means and what it accomplishes by taking the time to complete each year. Throughout this 45 minute webinar, you’ll hear from our guest speaker, Carrie Gilchrist, Ph.D., Senior Financial Aid Outreach Advisor at Oakland University and get her take on when and why you should always complete the FAFSA. Carrie will also discuss the new FAFSA filing deadlines and details, provide advice on steps to consider leading up to starting school and also touch on how college savings accounts can potentially impact financial aid. 

Click here to register.

After you register you will receive an email containing instructions on how to join the webinar.


MONDAY, October 23, 2017, 1:00 PM TO 1:45 PM
SPEAKER: Kali Hassinger, CFP® 

2018 Medicare Open Enrollment: Evaluating Recent Changes and Advice on Selecting the Proper Coverage

Medicare can be an extremely confusing landscape to navigate, especially with annual changes to coverage and premiums. However, selecting the proper plan for your situation is critical from a cost and coverage perspective. Throughout this 45 minute webinar, you’ll hear from Kali Hassinger, CFP®, and our guest speakers with Health Plan One as they touch on items to keep on your radar for the upcoming Medicare open enrollment period and also give advice on specific nuances in coverage that can hopefully help avoid confusion for you in the future. 

Click here to register.

After you register you will receive an email containing instructions on how to join the webinar.


Tuesday, November 14, 2017, 1:00 PM TO 1:45 PM
SPEAKER: Melissa Joy, CFP® and Nick Defenthaler, CFP®

Year-End Tax Planning Opportunities and Strategies

With so many things on our plate as the end of the year quickly approaches, it’s very common for our finances to take a back seat. However, there are several timely and relevant year-end planning items and strategies you should have on your radar that could potentially have a positive impact on you and your family’s overall financial game plan. Throughout this 45 minute webinar, Melissa Joy, CFP®, Partner and Director of Wealth Management, and Nick Defenthaler, CFP®, Lead Financial Planner and Director of Center’s Financial Planning Department, will discuss several impactful year-end planning strategies we often times see clients miss by not proactively reviewing their financial plan with their advisor or CPA and how to potentially avoid those mistakes. 

Click here to register.

After you register you will receive an email containing instructions on how to join the webinar.


Tuesday, December 12, 2017, 1:00 PM TO 1:45 PM
SPEAKER: Sandy Adams, CFP® with Dr. Peter Lichtenberg

Grief and Healing: Against the Odds with Peter Lichtenberg

If you or someone you know has recently lost someone important to them, share this invitation and plan to join us for this very meaningful webinar. Dr. Peter Lichtenberg was widowed twice before the age of 55 – two heartbreaking losses that defined his character and defied the odds. He will share with us how the process of reflecting on his losses and putting those reflections and feelings into words in his book Grief and Healing: Against the Odds was a major step forward in his journey toward healing. He will provide tips that will help anyone going through the grief and healing process take the next step forward. Hosted by Sandy Adams, CFP®. 

Click here to register.

After you register you will receive an email containing instructions on how to join the webinar.


Previous Webinars

2017

August 2017: What's Your Financial Story?

August 2017: What's Your Financial Story?

July 2017: Financial Advice for Those Starting Out

July 2017: Financial Advice for Those Starting Out

July 2017: Ford Buyout

July 2017: Ford Buyout

June 2017: Mid-Year Investment Update

June 2017: Mid-Year Investment Update

March 2017: Stock Option Optimization

March 2017: Stock Option Optimization

February 2017: Economic and Investment Update

February 2017: Economic and Investment Update

January 2017: A Gen X Guide to Retirement Planning

January 2017: A Gen X Guide to Retirement Planning

2016

November 2016

November 2016

October 2016

October 2016

September 2016

September 2016

August 2016

August 2016

July 2016

July 2016

June 2016

June 2016

May 2016

May 2016

April 2016

April 2016

March 2016

March 2016

February 2016

February 2016

February 2016

February 2016

January 2016

January 2016

2015

December 2015

December 2015

November 2015

November 2015

November 2015

November 2015

September 2015

September 2015

June 2015

June 2015

May 2015

May 2015