BFSG University

Current Webinar Series

We concluded our Fall Webinar Series in November, 2022. Please check back regularly for updates on when we will announce our next series, tentative planned for early 2023. We are currently reviewing survey responses from the last series and look forward to building a customized program based on our viewers’ input. Thank you!

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:

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)