Webinars

We are excited to bring you topics of current interest and, where beneficial, have guest speakers present their expertise and views on these topics. Here you will find a schedule of upcoming webinars, as well as a library of webinars recently completed.

Upcoming Webinars

June 2026

Topic: Getting Long-Term Care Planning Right: Smart Approaches for People at All Stages
When: Wednesday, June 17th at 12:00 p.m. ET

When it comes to retirement planning, one important question often goes unanswered: How will you pay for long-term care if you need it? The reality is that nearly 70% of people over age 65 will need some form of long-term care, yet very few have a clear plan in place.

Join Ryan Sullivan, CFP®, Advisor as he covers:

• What long-term care really is—and how it extends beyond nursing homes
• Why many retirees underestimate their need for care
• The emotional and financial impact on families without a plan
• What Medicare and Medicaid do—and do not cover
• Modern planning strategies, including insurance and alternative solutions
• Key questions to help you create a personalized approach

Register in advance for this Teams Webinar >>


July 2026

Topic: JP Morgan’s Guide to the Markets
When: Wednesday, July 1st at 12:00 p.m. ET

Join our Chief Investment Officer Tim Shean and Andrew Hartman, V.P., Client Advisor with J.P. Morgan Asset Management, for a review of the current state of our markets and economy, lending institutional insight into the forecast for the third quarter of 2026 and beyond. Andrew will share the thinking of the Global Market Insights Strategy Team utilizing the familiar Guide to the Markets presentation.

Register in advance for this Teams Webinar >>

Webinar Archive

View our list of replays from past webinars.