2025 Video Library
Resolutions to Results: Financial Fitness in 2025
Check out a recording of our most recent webinar, where we discussed budgeting and how to thrive in 2025.
Protect the Ones You Love: Having the Right Insurance for the Future
Tune in to this recap where we discuss different types of life insurance, emphasize the importance of proper coverage for homes/cars, and more!
Income Tax Planning: Plan Today, Save Tomorrow
In this webinar replay, Accel Wealth Management will give you the rundown on 401(k)s, IRAs, annuities, HSAs, and more.
Estate Planning 2.0
Check out this deeper dive into trusts, particularly examining the differences between revocable and irrevocable trusts, which you can use to help protect your family and assets for years to come!
Life Happens: Planning for Every Stage and Surprise
Tune in to this webinar replay as we explore strategies for navigating life's changes.
Beneficiary Designations: What's the Big Deal?
Learn why these designations are crucial for ensuring your assets are distributed according to your wishes and how they can impact your loved ones.
What You Don’t Know, You Don’t Know: Common Financial Misconceptions
Tune in as we break down pitfalls to avoid when it comes to your finances, insurance, and more.
Credit Score and Why It Matters
Learn how your credit score influences your ability to secure loans, obtain favorable interest rates, and more.
Pre-Tax vs. Roth Retirement Savings
Discover the advantages of Pre-Tax (Traditional) and Roth accounts and see how each could shape your retirement future.
The Advantages of Health Savings Accounts (HSAs)
Check out how HSAs (Health Savings Accounts) can provide a powerful combination of tax benefits, flexibility, and long-term savings potential, making them a valuable financial tool for managing healthcare expenses.
Do You Have an ‘App’etite To Simplify Your Finances?
Tune in to learn how financial apps are transforming the way people manage their money and walk away with practical tools and tips.
Identify Theft: Protecting Your Digital Self
Check out this rewind, presented by cybersecurity expert Matthieu Chan Tsin from Cowbell, to learn how to reduce your digital exposure to cybercrime.