BFSG University

Current Webinar Series

As part of our ongoing commitment to bring timely, relevant content to our clients and friends of BFSG, we want to take this opportunity to invite you to the next complimentary BFSG webinar series. Truly a series for all ages, join us as we share valuable tips about caring for loved ones and the associated costs for providing elder care, learn about retirement plan basics, understand common behavioral biases and how to avoid investing mistakes, and finally what to consider when applying for Medicare and determining when to take Social Security.  It’s never too early or too late to start planning for retirement.

Planning for Loved Ones (July 19, 2022 10:00 AM PDT)
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Retirement Plan Basics (July 26, 2022 10:00 AM PDT)
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Behavioral Finance: How emotions impact investor performance (August 2, 2022 10:00 AM PDT)
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Social Security & Medicare Planning (August 9, 2022 10:00 AM PDT)
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If you would like to be sure and receive the latest financial planning content from BFSG, as well as an invitation to every webinar and series, you can join our email list here.

We always suggest you find and subscribe to BFSG University on YouTube or Vimeo to ensure you never miss the latest educational videos and presentations, many of which are pre-recorded and not broadcast via live webinar.

REPLAYS from 2021 – Watch the replays from our most recent past financial planning and retirement planning webinar series (each is approximately 30-60 minutes, plus a recorded Q&A):

Additional financial and retirement planning content from 2020

See below for a short series of additional financial and retirement planning content from BFSG:

Roth in Retirement Plans (21 minutes)

Sequence Risk (3 minutes)

Required Minimum Distributions (RMDs) (2 minutes)

Estate Planning Basics (4 minutes)

The Rule of 55 (3 minutes)

Navigating Volatile Markets (6 minutes)

Social Security Considerations (5 minutes)

Critical Ages for Retirement (5 minutes)