EAU Education Hub

2025 Webinar Recordings

Everhart Advisors University offers live webinars on a variety of topics, presented by seasoned professionals. Access our recorded webinars anytime, anywhere, at your convenience, or sign up for our upcoming sessions that spark your interest.

Don’t Miss Our Final 2025 Webinars!

December 18, 2025

Approaching Retirement: Preparing for the Next Chapter

Planning for retirement can feel overwhelming. In this webinar, we will explore important steps to help you prepare, including how to assess your financial readiness, understand retirement income sources, and create a sustainable withdrawal strategy. Join us to gain insights that can support you in your retirement planning journey.

Explore 2026 Webinar Topics

January 27 – Foundations of Wealth: Key Concepts for Building Your Financial Base
February 24 – Interest Rates: How it Affects Home Purchases and Investments
March 24 – Pre-Tax and Roth Contributions: Comparing Your Options
April 28 – Lessons from Market History: Insights from Past Crises
May 26 – The Psychology of Money: How Behavior Shapes Financial Choices
June 23 – Creating Retirement Income: Turning Savings into Paychecks

July 28 – Estate Planning Basics: Organizing and Protecting Your Assets
August 25 – Personal Insurance 101: Exploring Coverage Types
September 28 – Medicare Made Simple: Navigating Your Choices
October 27 – Social Security: What to Know Before You Claim
November 19 – Understanding the Stock Market: Turning Knowledge into Long-Term Wealth
December 17 – Approaching Retirement: Preparing for What’s Ahead

January 27, 2026

Foundations of Wealth: Key Concepts for Building Your Financial Base

Learn practical money basics—from saving to investing—that can support your long-term financial decisions. This session is designed to help you start building a strong foundation with simple, actionable concepts.

February 24, 2026

Interest Rates: How it Affects Home Purchases and Investments

See how interest rates influence mortgages, loans, and investments, and what that means for your financial picture. You’ll gain perspective on how rate changes can affect both borrowing costs and potential returns.

March 24, 2026

Pre-Tax and Roth Contributions: Comparing Your Options

Explore the differences between pre-tax and Roth savings, and when each type of account may be considered. We’ll outline how taxes play a role and what factors to think about when making contribution decisions.

April 28, 2026

Lessons from Market History: Insights from Past Crises

Take a closer look at past market downturns and what history can teach us about today’s investment landscape. This session highlights how perspective and patience have played a role in long-term investing.

May 26, 2026

The Psychology of Money: How Behavior Shapes Financial Choices

Understand how habits, biases, and emotions can impact financial decisions—and ways to make choices with more awareness. We’ll explore common behavioral patterns and how they influence everyday money management.

June 23, 2026

Creating Retirement Income: Turning Savings into Paychecks

Review common methods people use to create income in retirement and factors to think about along the way. The discussion will include examples of how savings and investments may be structured to provide ongoing income.

July 28, 2026

Estate Planning Basics: Organizing and Protecting Your Assets

Learn how tools like wills and trusts can help you organize your estate and make your wishes clear. We’ll cover key considerations for protecting assets and easing the process for loved ones.

August 25, 2026

Personal Insurance 101: Exploring Coverage Types

Get a straightforward overview of home, auto, life, and umbrella insurance and what each type is designed to cover. This session will highlight how different policies work together to offer financial protection.

September 29, 2026

Medicare Made Simple: Navigating Your Choices

Break down the basics of Medicare, what the different parts mean, and the decisions you’ll face when enrolling. We’ll discuss how coverage options fit into retirement planning and where to find resources for guidance.

October 27, 2026

Social Security: What to Know Before You Claim

Gain a better understanding of how benefits are calculated and key factors to weigh before filing. The session will cover common questions about timing, eligibility, and spousal benefits.

November 19, 2026

Understanding the Stock Market: Turning Knowledge into Long-Term Wealth

Gain the insights and guidance you need to make informed decisions, avoid costly mistakes, and help your investments stay aligned with your financial goals.

December 17, 2026

Approaching Retirement: Preparing for What’s Ahead

Explore important steps—like planning for income, healthcare, and lifestyle—that can help you prepare for retirement. This session is designed to give you a framework for thinking about your next chapter with confidence.

Meet Your Presenters

Dedicated to helping you build your financial knowledge.

Max Rosenthal, CFP®

Phil Parker, CFP®

Jon Hlavac, CFP®

Clark Engle, CFP®

Jack Mancinotti, CFP®

Andrew Pfeiffer, CFP®

For more information about professional designations, visit here.

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2025 Webinar Recordings

The information to be provided during these EAU presentations is general in nature and it may not apply to your specific circumstances and does not constitute personalized investment advice.

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