BFSG University

Current Webinar Series

As we begin the second half of 2023, with all the uncertainty surrounding the economy, markets, and nearly all other things, we are pleased to bring you a series that focuses on what you can control.

• Summer Webinar Series (2023), each session starting at at 10:00 AM PT, 1:00 PM ET (Register to attend by clicking the title)
  • July 13, 2023: Social Security and Medicare (Complete, and no replay available)
    • Common Social Security myths and misconceptions exposed
    • What to consider to help determine when to take Social Security
    • Clarify what Medicare does and does not cover. You may be surprised! 
  • July 20, 2023: REPLAY link: Women and Wealth
    • Learn about the unique challenges facing women today
    • Hear how to take control of your financial life
    • Understand things to consider in your retirement years 
  • July 27, 2023: REPLAY Link Finding Your Retirement Mindset
    • How to mentally prepare for retirement
    • Don’t think “retirement,” think “repurpose”
    • Plan early, be realistic, stay engaged and positive 
  • August 3, 2023: The Case for Roth Contributions
    • Learn why tax diversification matters in retirement
    • Why higher income earners still may benefit from Roth contributions
    • How recent legislative changes (SECURE ACT 2.0) may impact how you save

REPLAYS from 2022 – 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):

• Fall Webinar Series (2022)
  • REPLAY Link: How to Afford the College of Your Dreams
  • REPLAY Link: Tax Planning in a Bear Market
  • REPLAY Link: Conversation with a Medicare Expert

• Summer Webinar Series (2022)
  • REPLAY Link: Planning for Loved Ones
  • REPLAY Link: Retirement Plan Basics
  • REPLAY Link: Behavioral Investing: How emotions impact investor performance
  • REPLAY Link: Social Security & Medicare

Additional financial and retirement planning content:

• Content listed in alphabetical order:
  • REPLAY Link: A Definitive Guide for Education Planning (2020)
  • REPLAY Link: Authentic Happiness (2021)
  • REPLAY Link: Ask the Alzheimer’s Expert: Q&A Session (2021)
  • REPLAY Link: Charitable Gifting Strategies (2020)
  • REPLAY Link: Connecting the Dots to Your Financial Future (Part 1) (2020)
  • REPLAY Link: Connecting the Dots to Your Financial Future (Part 2) (2020)
  • REPLAY Link: Distribution Strategies in Retirement (2020)
  • REPLAY Link: Estate & Legacy Planning (2020)
  • REPLAY Link: Estate Planning: Secure Your Legacy (2021)
  • REPLAY Link: Healthcare in Retirement (2021)
  • REPLAY Link: Medicare – Planning for Healthcare in Retirement (2020)
  • REPLAY Link: Navigating Volatile Markets (2021)
  • REPLAY Link: Retirement Accounts – Traditional vs. Roth (2021)
  • REPLAY Link: Retirement Q&A – Ask the Experts (2021)
  • REPLAY Link: Social Security (2020)
  • REPLAY Link: Tax Planning: Understanding Biden’s Tax Proposals (2021)
  • REPLAY Link: The Art of Healthy Living (2021)
  • REPLAY Link: The Future of Retirement in America (2021)
  • REPLAY Link: The 7 Pillars of Financial Planning (2020)
  • REPLAY Link: Year-End Tax Planning (2020)

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

SECURE Act 2.0 and Roth Catch-up Contributions (5 minutes)

Should I take Social Security early? (3 minutes)

Retirement Plan Loans, 401(k), 403(b), 457 Plans (3 minutes)

Anchoring Bias (3 minutes)

Recency Bias (4 minutes)

Confirmation Bias (4 minutes)

Herding Bias (5 minutes)

Ambiguity Aversion (4 minutes)

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)