Webinars
Welcome to our webinar library, your on-demand access to timely financial insights from our team. Whether you missed a live session or want to revisit a topic, you’ll find conversations designed to help you make sense of the markets, stay informed, and feel more confident in your financial decisions. Explore the topics most relevant to you and watch anytime.
Smart Money Moves for Today's Economy
In today’s environment of rising costs, shifting markets, and competing financial priorities, managing your money strategically is more important than ever.
In this webinar, Kevin Ralph, Managing Partner at Secure Planning Group, leads a practical conversation on how smart budgeting and cash flow planning can help you navigate today’s economy while staying focused on your long-term financial goals. He shares simple but powerful strategies for tracking spending, prioritizing savings, managing inflation, and building a financial foundation that supports your lifestyle today while preparing for the future.
What you'll learn:
- How to identify hidden spending leaks that quietly drain your finances
- A simple framework for balancing spending, saving, and investing
- How to build financial resilience with emergency savings
- Smart ways to adjust your financial plan in today’s economic environment
2026 mARKET OUTlook
In this webinar, Matthew Crescenzo, Managing Partner and Financial Advisor at Secure Planning Group, breaks down key insights from the 2026 market outlook—covering the economy, stocks, interest rates, and where opportunities may exist in the year ahead.
From a potential economic slowdown early in the year to ongoing market volatility and shifting interest rate policy, this conversation helps put today’s headlines into perspective so you can make more informed financial decisions.
What you'll learn:
- What a slowing economy could mean for inflation and interest rates
- Why the Federal Reserve may continue gradual rate cuts
- The outlook for stocks, including continued momentum and potential volatility
- How bonds and cash may play a role in generating income
- Where alternative investments may help diversify portfolios
- Insights on commodities, precious metals, and the U.S. dollar
Webinar: Enhanced Tax Management Through a Custom SMA - Tax optimization is an important piece of the investment puzzle. Tune in to learn how to unlock the power of investment personalization through tax-efficient strategies.
Webinar: 2025 Outlook - Tune in to discover how to set impactful financial goals for 2025 and gain invaluable insights and strategies to navigate the upcoming economic landscape with confidence.
Webinar: Financial and Tax Planning Overview - Which strategies you can use to minimize your tax liability., how to maximize retirement contributions, how to understand financial statements, and how to assess your business's financial health.
Webinar: Navigating Investing During an Election Year - Presented by Brian Levitt, Global Market Strategist at Invesco and host of the “Greater Possibilities” podcast. In this webinar, you will learn historical market trends and behavior, and insights on how to position your portfolio.
Webinar: Women & Retirement - In this webinar, you will learn why women face unique challenges and opportunities when it comes to retirement planning, such as longer life expectancy, higher earnings, and caregiving responsibilities, how to create a holistic retirement plan that covers your health, longevity, legacy, and happiness, how to maximize your Social Security benefits, plan for long-term care needs, and create an estate plan, and how to manage risk and generate income for life.
Webinar: Recession Outlook - This webinar will provide you with essential analysis and insights into the current economic conditions, enabling you to make informed decisions and thrive in challenging times. Whether you're a business owner, investor, or someone who wants to understand the economic climate, this webinar is designed to empower you with valuable knowledge and actionable advice.
Webinar: Secure 2.0 presented by Cecilee Young - The webinar recording is presented by Cecilee Young and covers a spectrum of topics, from identifying your reasons for retirement to pensions, social security, and other sources of income after leaving the workforce. Cecilee provides invaluable insights on how to maximize your investment and secure your retirement finances for the long term.
Webinar: Know Your Medicare Options - In the recorded webinar "Know your Medicare Options," presented by Steven Perlman, Medicare Planning Specialist at DelVal Senior Advisors, you’ll learn everything you need to know about your Medicare options. Steven explains how Medicare works, the different parts of Medicare, and what coverage each part provides. This webinar is essential for anyone looking to navigate the complex world of Medicare and choosing a plan that meets their unique healthcare needs. Don't miss this informative session with Steven.
Webinar: 6 Key Changes to the FAFSA Form You Need to Know: In this webinar recording, we cover the six key changes to the Free Application for Federal Student Aid (FAFSA) form that all students, parents, and educators need to be aware of. The FAFSA is a crucial document that determines a student's eligibility for financial aid, scholarships, and grants. Our expert panel discusses the changes in detail, offering insights and strategies for navigating the new requirements. This webinar is a must-watch for anyone who wants to maximize their financial aid opportunities and simplify the FAFSA process. Whether you're a first-time applicant or a seasoned pro, you'll gain valuable insights that will help you make the most of your financial aid options and achieve your academic goals. Don't miss this informative and essential webinar!
Webinar: The Anatomy of a Recession: What to Look for and Where hosted by Clearbridge: In this webinar we take a closer look at what factors are at play when the economy takes a downturn, and what signs to look out for in order to anticipate where we're headed. With expert insights and analysis, we explore the current economic climate and offer valuable insights for investors and everyday citizens alike. So sit back, and join us as we explore the anatomy of a recession.
Interest Rates, The Economy and Your Portfolio: In this webinar we explore the relationship between interest rates, the economy, and your investment portfolio. It provides an overview of how changes in interest rates can impact the economy, including inflation and employment rates. The webinar also discusses the potential implications of interest rate changes on different sectors and asset classes in your investment portfolio, offering valuable insights into how you can manage your portfolio to take advantage of market trends and optimize your returns. Whether you're a seasoned investor or just starting out, this webinar is a must-watch for anyone looking to stay ahead of the curve in today's dynamic economic landscape.
Webinar: Enhanced Tax Management Through a Custom SMA - Tax optimization is an important piece of the investment puzzle. Tune in to learn how to unlock the power of investment personalization through tax-efficient strategies.
Webinar: 2025 Outlook - Tune in to discover how to set impactful financial goals for 2025 and gain invaluable insights and strategies to navigate the upcoming economic landscape with confidence.
Webinar: Financial and Tax Planning Overview - Which strategies you can use to minimize your tax liability., how to maximize retirement contributions, how to understand financial statements, and how to assess your business's financial health.
Webinar: Navigating Investing During an Election Year - Presented by Brian Levitt, Global Market Strategist at Invesco and host of the “Greater Possibilities” podcast. In this webinar, you will learn historical market trends and behavior, and insights on how to position your portfolio.
Webinar: Women & Retirement - In this webinar, you will learn why women face unique challenges and opportunities when it comes to retirement planning, such as longer life expectancy, higher earnings, and caregiving responsibilities, how to create a holistic retirement plan that covers your health, longevity, legacy, and happiness, how to maximize your Social Security benefits, plan for long-term care needs, and create an estate plan, and how to manage risk and generate income for life.
Webinar: Recession Outlook - This webinar will provide you with essential analysis and insights into the current economic conditions, enabling you to make informed decisions and thrive in challenging times. Whether you're a business owner, investor, or someone who wants to understand the economic climate, this webinar is designed to empower you with valuable knowledge and actionable advice.
Webinar: Secure 2.0 presented by Cecilee Young - The webinar recording is presented by Cecilee Young and covers a spectrum of topics, from identifying your reasons for retirement to pensions, social security, and other sources of income after leaving the workforce. Cecilee provides invaluable insights on how to maximize your investment and secure your retirement finances for the long term.
Webinar: Know Your Medicare Options - In the recorded webinar "Know your Medicare Options," presented by Steven Perlman, Medicare Planning Specialist at DelVal Senior Advisors, you’ll learn everything you need to know about your Medicare options. Steven explains how Medicare works, the different parts of Medicare, and what coverage each part provides. This webinar is essential for anyone looking to navigate the complex world of Medicare and choosing a plan that meets their unique healthcare needs. Don't miss this informative session with Steven.
Webinar: 6 Key Changes to the FAFSA Form You Need to Know: In this webinar recording, we cover the six key changes to the Free Application for Federal Student Aid (FAFSA) form that all students, parents, and educators need to be aware of. The FAFSA is a crucial document that determines a student's eligibility for financial aid, scholarships, and grants. Our expert panel discusses the changes in detail, offering insights and strategies for navigating the new requirements. This webinar is a must-watch for anyone who wants to maximize their financial aid opportunities and simplify the FAFSA process. Whether you're a first-time applicant or a seasoned pro, you'll gain valuable insights that will help you make the most of your financial aid options and achieve your academic goals. Don't miss this informative and essential webinar!
Webinar: The Anatomy of a Recession: What to Look for and Where hosted by Clearbridge: In this webinar we take a closer look at what factors are at play when the economy takes a downturn, and what signs to look out for in order to anticipate where we're headed. With expert insights and analysis, we explore the current economic climate and offer valuable insights for investors and everyday citizens alike. So sit back, and join us as we explore the anatomy of a recession.
Interest Rates, The Economy and Your Portfolio: In this webinar we explore the relationship between interest rates, the economy, and your investment portfolio. It provides an overview of how changes in interest rates can impact the economy, including inflation and employment rates. The webinar also discusses the potential implications of interest rate changes on different sectors and asset classes in your investment portfolio, offering valuable insights into how you can manage your portfolio to take advantage of market trends and optimize your returns. Whether you're a seasoned investor or just starting out, this webinar is a must-watch for anyone looking to stay ahead of the curve in today's dynamic economic landscape.