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VIRTUAL WEBINARS
Multiple DatesTue, Sep 17Webinar via ZoomSep 17, 2024, 6:00 PM – 7:00 PM EDTWebinar via ZoomA 3-part series of engaging financial wellness webinars. These easy-to-understand webinars are designed to teach our clients how to best manage their financial house in all areas related to financial wellness. *Separate registration for our capstone course is below, make sure to reserve your spot!- Multiple DatesTue, Sep 24Webinar via ZoomSep 24, 2024, 6:00 PM – 7:00 PM EDTWebinar via ZoomA 3-part series of engaging financial wellness webinars. These easy-to-understand webinars are designed to teach our clients how to best manage their financial house in all areas related to financial wellness. *Separate registration for our capstone course is below, make sure to reserve your spot!
- Multiple DatesTue, Oct 01Webinar via ZoomOct 01, 2024, 6:00 PM – 7:00 PM EDTWebinar via ZoomA 3-part series of engaging financial wellness webinars. These easy-to-understand webinars are designed to teach our clients how to best manage their financial house in all areas related to financial wellness. *Separate registration for our capstone course is below, make sure to reserve your spot!
Tue, Oct 08Webinar via ZoomOct 08, 2024, 6:00 PM – 7:00 PM EDTWebinar via ZoomThe final one! Wondering if a financial plan is right for you? We are here to provide you with the information that you need to take action. During our information session, our team of financial planners will guide you through the elements of a financial plan and our process at The Garback Agency.- Tue, Apr 23Webinar via ZoomApr 23, 2024, 6:00 PM – 7:00 PM EDTWebinar via ZoomThe final one! Wondering if a financial plan is right for you? We are here to provide you with the information that you need to take action. During our information session, our team of financial planners will guide you through the elements of a financial plan and our process at The Garback Agency.
Multiple DatesTue, Mar 19Webinar via ZoomMar 19, 2024, 6:00 PM – 7:30 PM EDTWebinar via ZoomA 3-part series of engaging financial wellness webinars. These easy-to-understand webinars are designed to teach our clients how to best manage their financial house in all areas related to financial wellness. *Separate registration for our capstone course is below, make sure to reserve your spot!- Multiple DatesTue, Mar 12Webinar via ZoomMar 12, 2024, 6:00 PM – 7:30 PM EDTWebinar via ZoomA 3-part series of engaging financial wellness webinars. These easy-to-understand webinars are designed to teach our clients how to best manage their financial house in all areas related to financial wellness. *Separate registration for our capstone course is below, make sure to reserve your spot!
Fri, Mar 08Webinar via ZoomMar 08, 2024, 12:00 PM – 1:00 PM ESTWebinar via ZoomFinancial Planner, Danielle Veloso, CFP®, will cover results and observations from Prudential’s research study “Financial Experiences and Behaviors Among Women” and provide an action plan for women to take control of their financial future.- Multiple DatesTue, Mar 05Webinar via ZoomMar 05, 2024, 6:00 PM – 7:00 PM ESTWebinar via ZoomA 3-part series of engaging financial wellness webinars. These easy-to-understand webinars are designed to teach our clients how to best manage their financial house in all areas related to financial wellness. *Separate registration for our capstone course is below, make sure to reserve your spot!
Wed, Nov 15Virtual via ZoomNov 15, 2023, 6:00 PM – 7:00 PM ESTVirtual via ZoomFinancial Planner, Doug Garback will cover the most common challenges faced in retirement and provide strategies to help create a more secure future.
Thu, Oct 26Virtual via ZoomOct 26, 2023, 6:00 PM – 7:00 PM EDTVirtual via ZoomWondering if a financial plan is right for you? We are here to provide you with the information that you need to take action. During our information session, our team of financial planners will guide you through the elements of a financial plan and our process at The Garback Agency.
Wed, Oct 18Virtual via ZoomOct 18, 2023, 6:00 PM – 7:00 PM EDTVirtual via ZoomFinancial Planner, Danielle Veloso will help women create an action plan to take control of their finances in this session.
Fri, Sep 22Virtual via ZoomSep 22, 2023, 12:00 PM – 1:00 PM EDTVirtual via ZoomLife Insurance isn’t just to pay for final expenses – in fact, it can be used in multiple ways. Financial Planner, Danielle Veloso will uncover uses for life insurance and help you determine how much life insurance you may need, as well as provide an overview of the different types to consider.
Tue, Jun 13WebExJun 13, 2023, 6:00 PM – 7:00 PM EDTWebExHistorically making investment decisions by timing the rise and fall of the stock market has proven to not be the best way to maximize investment returns. In this session you will learn about more tried and true approaches to investing in the stock market.
Wed, May 10via WebExMay 10, 2023, 12:00 PM – 1:00 PM EDTvia WebExAnyone and everyone is welcome to attend this event! Prudential Financial Planner, Danielle Veloso, CPA, CFP® will cover the basics of budgeting, banking and credit, and then build on the basics with an introduction to understanding investments and planning for retirement.
Wed, Mar 15WebExMar 15, 2023, 12:00 PM – 1:00 PM EDTWebExThis session will focus on learning how investment decisions in today's challenging tax environment can impact the income you receive in retirement.
Wed, Feb 08https://www.cvent.com/c/calendar/6859ebd5-fFeb 08, 2023, 6:00 PM – 7:00 PM ESThttps://www.cvent.com/c/calendar/6859ebd5-fThis session provides an in-depth explanation on the retirement, disability and death benefits of Social Security.
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