BFSG University

Current Webinar Series

We concluded our Fall Webinar Series in November of 2021. Please check back regularly for updates on when we will announce our next series. We are currently reviewing survey responses from the last series and look forward to building a customized program based on our viewers’ input. 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):

• Fall Webinar Series (2021)
  • REPLAY Link: Ask the Alzheimer’s Expert: Q&A Session
  • REPLAY Link: Estate Planning: Secure Your Legacy
  • REPLAY Link: Tax Planning: Understanding Biden’s Tax Proposals
• Summer Webinar Series (2021)
  • REPLAY Link: Retirement Q&A – Ask the Experts
  • REPLAY Link: Retirement Accounts – Traditional vs. Roth
  • REPLAY Link: Healthcare in Retirement
  • REPLAY Link: The Future of Retirement in America
• Winter Webinar Series (2021)
  • REPLAY Link: Authentic Happiness
  • REPLAY Link: Navigating Volatile Markets
  • REPLAY Link: The Art of Healthy Living

Additional financial and retirement planning content from 2020

• Content listed in alphabetical order:
  • REPLAY Link: A Definitive Guide for Education Planning
  • REPLAY Link: Charitable Gifting Strategies
  • REPLAY Link: Connecting the Dots to Your Financial Future (Part 1)
  • REPLAY Link: Connecting the Dots to Your Financial Future (Part 2)
  • REPLAY Link: Distribution Strategies in Retirement
  • REPLAY Link: Estate & Legacy Planning
  • REPLAY Link: Medicare – Planning for Healthcare in Retirement
  • REPLAY Link: Social Security
  • REPLAY Link: The 7 Pillars of Financial Planning
  • REPLAY Link: Year-End Tax Planning

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

Understanding The Biden Tax Proposal

Blockchain Technology and Cryptocurrencies

Roth in Retirement Plans

Navigating Volatile Markets (Preview)

Navigating Volatile Markets (FULL) 2020

Sequence Risk

Social Security Considerations

Critical Ages for Retirement