Our webinars are designed to help you
Achieve your financial goals and secure your future.
The Legacy Group is hosting a webinar series designed to educate and empower you with invaluable insights and actionable strategies to help you achieve your financial goals and secure your future. Each webinar will explore a unique and timely topic with an industry expert.
REGISTER FOR OUR UPCOMING WEBINARS
Back to School: College Planning
With Capital Group | American Funds
Medicare
With Daniel Cohen, Senior Business Consultant with John Hancock Investment Management
TUESDAY, SEPTEMBER 10TH | 6PM – 7 PM
Back to School: College Planning
With Capital Group | American Funds
With rising education costs, it is critical that you and your family are prepared when the time for college comes.
With over 20 years of experience, Kristia Adrian will provide insight on college planning and the challenges that come with it. Kristia will focus on the tax advantages, estate planning benefits, control and flexibility, and accessibility and affordability of 529 plans.
TUESDAY, OCTOBER 8TH | 6PM – 7 PM
Medicare
With Daniel Cohen, Senior Business Consultant with John Hancock Investment Management
This webinar will focus on the ins and outs of Medicare.
We will be joined by Daniel Cohen of John Hancock Investments to discuss what to know before filing and what to know once you are enrolled in Medicare. Daniel has been presenting on Medicare for many years, and he will be covering the different components of Medicare as well as the costs associated with the program, including IRMAA and working past age 65.
Post Election Market Update
With JP Morgan Asset Management
TUESDAY, NOVEMBER 12TH | 6PM – 7 PM
Post Election Market Update
With JP Morgan Asset Management
Join us in discussing the results of the 2024 Presidential Election.
In this webinar, we will focus on how the results of the election affect the U.S. political and economic landscape, as well as the individual consumer.
PREVIOUS WEBINARS
June 2024
Market Update
With State Street Global Advisors Michael Arone, Chief Investment Strategist and Managing Director
Michael Arone will be joined us for a market update at the halfway mark of 2024.
Michael has over 20 years of experience as an investment professional and is a frequent speaker of the industry. He provides a comprehensive overview of the economic landscape we have experienced so far in 2024 and what to expect for the remainder of the year.
July 2024
Financial Literacy
With Invesco U.S. Brian Levitt, Global Market Strategist
Understanding financial basics is crucial in securing your financial future, especially in today’s unpredictable economic climate.
Brian Levitt brings over 20 years of investment experience to educate you on the fundamentals of personal finance, ranging from accumulating, protecting, and distributing your wealth.
August 2024
Protecting Your Data:
Aware and Prepared with Zachary Lindsay, Senior DC Specialist with MFS Investment Management
Dependency on technology is only increasing and so are cybersecurity threats.
This is why it is more crucial than ever for you to stay informed and proactive in protecting your digital assets. Listen to what Sheridan Culhane has to say on ways to limit risk in your financial life. Hear Zachary Lindsay’s thoughts on the latest trends, best practices, and strategies to protect your digital assets.
We look forward to seeing you as we continue to
Guide, educate, and advocate for your financial wellbeing.
Please feel free to share these invitations with anyone who might find these learning experiences beneficial.
Please reach out with any questions you have regarding these events and/or any questions you have for our presenters.
