EAU Education Hub: 2024 Webinars

2024 Webinar Recordings

January 25, 2024

Basic Wealth Building Concepts

In this webinar, we will teach you about how people have historically built wealth in America. It covers the foundations of what we teach all our clients who walk through our door looking for financial help.

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February 22, 2024

Market Volatility

Understand the dynamics of market volatility in this webinar. We’ll discuss its causes, effects, and strategies to navigate through volatile markets.

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March 28, 2024

Tax Strategies

This webinar offers insights into effective tax strategies. Understand how to leverage tax-efficient investing, deductions, and credits to reduce your tax liabilities.

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April 23, 2024

Pre-Tax vs. Roth

Join us to understand the difference between pre-tax and Roth contributions. Learn which option aligns best with your retirement savings goals.

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May 30, 2024

Life Insurance

This webinar will provide an overview of life insurance, its importance, and how it can provide financial security for your loved ones.

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June 27, 2024

Debt Management

Personal debt in the US is rising and for the average person it can feel overwhelming. This webinar presents effective strategies for managing debt. Learn how to control your debts, decipher between good and bad debt, and work towards financial independence.

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July 25, 2024

Estate Planning

This webinar will guide you through the process of estate planning. Learn about wills, trusts, power of attorney, and how to ensure your assets are distributed according to your wishes.

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August 29, 2024

Are You on Track for Retirement?

This webinar helps you evaluate your retirement readiness. Understand retirement savings goals, investment strategies, and planning for a comfortable retirement.

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September 26, 2024

Medicare

Get a clear understanding of Medicare in this webinar. Learn tips for considering Medicare if working beyond age 65, as well as health insurance options for early retirees who are not yet Medicare eligible.

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October 31, 2024

Social Security

Learn about Social Security benefits in this webinar. Understand eligibility, how to apply, and strategies to get the most out of your benefits.

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November 21, 2024

Market Misconceptions

This webinar debunks common market misconceptions. Learn how to make informed investment decisions and avoid common investment mistakes.

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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.

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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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EAU Education Hub

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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As an EAU member, you can join interactive sessions with industry professionals, access past webinars anytime on our Education Hub, and explore new topics monthly to deepen your financial knowledge.

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