EAU Education Hub

2024 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.

Upcoming Webinars

December 19, 2024

Approaching Retirement

If you’re nearing retirement, this webinar is for you. Learn about transitioning from saving to spending, managing retirement income, and planning for a secure retirement.

January 23, 2025

Exploring Wealth Building Concepts

Discover various wealth-building concepts commonly explored by individuals in this webinar. Join us to explore key principles we share with clients to assist them in pursuing their financial goals. Whether you’re looking to grow your wealth or seeking financial advice, this session will offer insights to guide your journey.

February 27, 2025

Navigating the Home Buying Process

This session covers topics such as securing financing, understanding market trends, negotiating offers, and closing deals. Whether you’re a first-time homebuyer or investing in property, this webinar aims to provide insights to help navigate the real estate market.

March 25, 2025

Tax Education: Pre-tax vs. Roth Explained

Understand the differences between pre-tax and Roth accounts as a part of your financial strategy. We’ll explore how different accounts function and factors to consider when making your choices, helping you make informed decisions about tax-deferred and Roth accounts.

April 29, 2025

Financial Planning: Creating a Strategy That Works for You

Explore various aspects of a comprehensive financial plan, including risk management (insurance), short-term planning (emergency funds and debt management), and long-term planning (retirement, college, and estate planning). This webinar provides an overview of creating a financial plan tailored to individual needs.

May 22, 2025

Investing in Stocks: Understanding the Basics

This webinar will introduce concepts of investing in stocks, covering essential principles every investor should understand when entering the stock market, including risk, return, and portfolio diversification strategies.

June 26, 2025

Annuities 101: What You Need to Know

Learn the basics of annuities and how they can fit into a financial plan. We’ll cover the different types of annuities, how they work, and their potential benefits and risks. Whether you’re thinking about using annuities for retirement or just want to understand them better, this session will give you a solid overview.

July 29, 2025

Estate Planning: Strategies for Protecting Your Assets

Join us for an informative session on estate planning, covering essential topics like wills, trusts, and powers of attorney. Learn how these tools can help protect assets and ensure wishes are carried out, providing insights for those starting or reviewing an existing plan.

August 28, 2025

College Planning: Navigating Education Costs

Explore current and projected costs of college education, along with various funding options including tax-advantaged savings plans and the role of financial aid. Gain insights to make informed decisions about college planning for your child or loved one.

September 25, 2025

Medicare Insights: Understanding Your Options

Join us for an educational session on Medicare, where we’ll explore important factors to consider when navigating your health insurance choices. We’ll discuss considerations for those working beyond age 65, as well as health insurance options for early retirees not yet eligible for Medicare. Whether you’re approaching retirement or just exploring your options, this webinar will offer helpful information to support your decision-making around healthcare coverage.

October 30, 2025

Social Security: Making Informed Decisions

Understanding how Social Security works can support your decision-making regarding retirement. In this session, we’ll clarify the basics of Social Security by discussing key considerations and various strategies, such as when to claim benefits, how spousal and survivor benefits work, and the potential impacts of claiming early or delaying. Whether you’re planning for retirement or just looking to learn more, this webinar will offer insights to help you navigate this important aspect of your retirement planning.

November 20, 2025

Q&A Session: Exploring Your Financial Questions

In this interactive Q&A session, participants are encouraged to bring their financial questions for discussion. Whether you’re curious about investment strategies, retirement planning, or budgeting techniques, our experts will provide information to help you navigate various financial topics. This session aims to address your specific concerns and provide insights that may assist you in making informed financial decisions. Join us for an open dialogue and explore perspectives that can support your financial journey.

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.

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®

Dennis Pearlman, AIF®, CPFA®

For more information about professional designations, visit here.

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2024 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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