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2024 Video Library

Your Financial Roadmap Webinars

Investing 101

Investing 101

Watch a replay of our most recent webinar, where we explore the topic of investing and how to make your money work for you through investments.

Financial Fitness: New Year! New You!

Financial Fitness: New Year! New You!

Listen to our first Your Financial Roadmap webinar of 2024, which covers practical strategies for budgeting.

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Protect the Ones You Love: Having the Right Insurance for the Future

Protect the Ones You Love: Having the Right Insurance for the Future

Tune in to this webinar where we discuss life insurance, proper home/auto/rental coverage, and umbrella insurance. 

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To Roth or Not to Roth: Understanding Pre-Tax vs. Roth Retirement Savings

To Roth or Not to Roth: Understanding Pre-Tax vs. Roth Retirement Savings

Watch this webinar replay to understand the differences between Pre-Tax (Traditional) and Roth accounts and their significance in your retirement savings journey.

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 Spring Clean Your Spending

Listen to this webinar recording to learn how to declutter your finances. You can also download our budgeting spreadsheet to help you stay on track!

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State of the Market Events

April 16 Recording

April 16 Recording

View our update on the state of the market and economy from April 16, 2024.