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Upcoming Sessions

 

The Consumer Webinar Series is for everyone – no matter how in tune you are with personal financial issues. Some topics are basic in order to give you an overview of a specific topic while others are slightly more advanced to dig a little deeper into a topic. The session schedule has been set-up to alternate as much as possible.

Click the RSVP link to register for the session. 

 

April 2, 2010
Women and Money
Noon - 1:00 pm CT
Instructor Diahann W. Lassus, CFP, CPA/PFS
NAPFA-Registered Financial Advisor
 
Over the years women have moved from being primary caregivers to being primary breadwinners in many American households.  Diahann will discuss steps women can take control of personal financial needs and opportunities that are available to women today.
May 7, 2010

 

 

Financial Planning and Small Business Owners
Noon - 1:00 pm CT
Instructor James Pearman, CFP, CPA/PFS
NAPFA-Registered Financial Advisor
Member, NAPFA National Board of Directors
 
Small business owners have financial needs and concerns that are greater than most people.  From protecting the company financially to leveraging the business personally, Jim will share his thoughts on what entrepreneurs can and should be doing today.
June 4, 2010

 

Your Retirement
Noon - 1:00 pm CT

Instructor Peggy Cabaniss, CFP
NAPFA-Registered Financial Advisor
Past National Chair of NAPFA

Retirement is a topic some people believe should only be addressed by people who are actually approaching retirement. Those same people are in for a rude awakening. Peggy will join us to discuss the importance of retirement planning early in your career and steps you can take today to set you up for a relaxing retirement late
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July 2, 2010
Financial Windfalls
Noon - 1:00 pm CT

Instructor Linda Patchett, CFP
NAPFA-Registered Financial Advisor
Former Member, NAPFA National Board of Directors

Whether through divorce, death or hitting it big in the lottery, there are many ways in which people can come into a financial windfall. When you do come into some big money, what do you do? Linda shares her thoughts on the steps people can take when coming into a lot of money.