past afw financial independence seminars
You can view many of our past Financial Independence Seminars hosted by our Professional Advisors Committee members on-demand below!
What is ESG Investing And Does It Match Your Values?
Live Event Date: Friday, April 22, 2022 at 12:00 pm
PRESENTED BY: Carol Bell MBA, CFP®
ESG (Environmental, Social, and Governance) Investing is not new, but it’s certainly trending as many investors want to steer their portfolio towards ethical causes that also mirror their personal values. What does that mean and is it a movement that you should care about?
Don’t wait, plan your estate!
Live Event Date: Friday, December 10, 2021 at 12:00 PM
PRESENTED BY: Mary Ann Hennelly-Favata, CFP®
Change in family situations as well as tax and estate law changes necessitate a review of your estate plan. Even if your legal documents are updated, there are asset titling and transfer methods that should be periodically reviewed. Join us to refresh yourself on key issues to revisit so you can be confident your wishes will be enacted.
This event is sponsored by Bivens & Associates.
CREATING YOUR TAX-INTELLIGENT LEGACY: NEW WAYS TO SPEND YOUR RETIREMENT ACCOUNT
Live Event Date: Wednesday, November 12, 2021 at 12:00 PM
PRESENTED BY: Stephanie Bivens and Creighton Hardy
Join us at this webinar to learn go-to strategies considering significant recent and looming tax changes. If you want to protect your assets for you and those you care about, you won’t want to miss this seminar.
BEST FINANCIAL HABITS: BUDGETING AND FINANCIAL PLANNING 101
Live Event Date: Wednesday, June 23, 2021 at 5:00 PM
PRESENTED BY: Creighton Hardy, Financial Advisor, Northwestern Mutual Wealth Management Company and Justin Smith, Financial Advisor, Savant Wealth Management
Justin & Creighton use their experience in working with clients in creating clear financial paths forward that provides participants with key tips to removing financial stress. Every habit, financial & non-financial, starts with a target. In this conversation, they share stories around the different tools & strategies they’ve seen their most successful clients strategically integrate into their planning. You’ll be able to walk away with concrete methods around how to automate savings, invest, plan for good times and bad, and properly diversify.
Top 10 Mistakes in Estate Planning
Live Event Date: Wednesday, April 21, 2021 at 5:00 PM
PRESENTED BY: Stephanie Bivens, Esq., CELA, Bivens & Associates, Inc.
Do you have an estate plan? Whether your answer is “absolutely” or “I’ve never even thought about it,” everyone should learn the most up-to-date information on estate planning and feel confident that your future is secure. Ensure that you, your loved ones, and your legacy are protected and planned for by attending our April Financial Independence Seminar, “Top Ten Mistakes in Estate Planning.” Led by nationally-recognized attorney Stephanie Bivens, you’ll learn valuable best practices and misconceptions around creating or updating your estate plan so YOU can be ahead of the curve when it comes to planning for the future.
WHAT YOU NEED TO KNOW ABOUT TAXES AND TURNING YOUR SIDE HUSTLE INTO A BUSINESS
Live Event Date: Wednesday, March 24, 2021 at 5:00 PM
Shayne Neuwirth, Principal of Shayne R.Neuwirth CPA PLLC and Joanna Yergler, Director of Tax, Shayne R. Neuwirth, CPA, PLLC
Over the past year, many people have found themselves completely changing career goals. Whether you’ve turned your hobby into a job or reinvented yourself as a consultant or freelancer, you can learn all about making important financial choices around your side-hustle at our March Financial Independence Seminar. Join us to hear from accounting specialists Shayne Neuwirth and Joanna Yergler about how you can make smart financial decisions to further your business and know exactly what to do come tax season.
2020 Charitable Strategies Offered by the SECURE and CARES Acts
Live Event Date: November 10, 2020 at 10:00 AM
Judith Smith, MA, CFRE, President, GivingSMITH, presents an informative session on 2020 Charitable Strategies Offered by the SECURE and CARES Acts.
Aligning Retirement Distributions With The Causes You Care About
Live Event Date: October 29, 2020 at 11:00 AM
Creighton Hardy, Financial Advisor, Northwestern Mutual, presents an informative session on Aligning Retirement Distributions With The Causes You Care About.
Tax Smart Philanthropic Planning
Live Event Date: October 22, 2020 at 12:00 PM
This event features Kimberly C. Kur, JD, CAP® Senior Vice President, Planned Giving & Advancement, Arizona Community Foundation & Justin Smith, CFA®, CFP®, Financial Advisor, Savant Wealth Management.
ladies leaving legacies: life insurance awareness
Live Event Date: September 22, 2020 at 3:00 PM
Join us as we celebrate Life Insurance Awareness Month (LIAM) by hearing this Insurance Agent, Doretta Thomas', personal story where life upended in one day and how her foresight and proper planning enabled her to sustain herself, her family and her community.