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VIRTUAL WEBINARS

  • Financial Course/Wellness Series: Sessions 1-3
    Financial Course/Wellness Series: Sessions 1-3
    Multiple Dates
    Tue, Mar 05
    Webinar via Zoom
    Mar 05, 2024, 6:00 PM – 7:00 PM EST
    Webinar via Zoom
    A 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!
  • Women & Money - Taking Control of Your Financial Future
    Women & Money - Taking Control of Your Financial Future
    Fri, Mar 08
    Webinar via Zoom
    Mar 08, 2024, 12:00 PM – 1:00 PM EST
    Webinar via Zoom
    Financial 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.
  • Financial Course/Capstone Course: Financial Planning with The Garback Agency- Information Session
    Financial Course/Capstone Course: Financial Planning with The Garback Agency- Information Session
    Tue, Mar 26
    Webinar via Zoom
    Mar 26, 2024, 6:00 PM – 7:00 PM EDT
    Webinar via Zoom
    The 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.
  • Are You Prepared for the Financial Challenges of Retirement?
    Are You Prepared for the Financial Challenges of Retirement?
    Wed, Nov 15
    Virtual via Zoom
    Nov 15, 2023, 6:00 PM – 7:00 PM EST
    Virtual via Zoom
    Financial Planner, Doug Garback will cover the most common challenges faced in retirement and provide strategies to help create a more secure future.
  • Financial Planning with The Garback Agency- Information Session
    Financial Planning with The Garback Agency- Information Session
    Thu, Oct 26
    Virtual via Zoom
    Oct 26, 2023, 6:00 PM – 7:00 PM EDT
    Virtual via Zoom
    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.
  • Financial Self-Care for Women
    Financial Self-Care for Women
    Wed, Oct 18
    Virtual via Zoom
    Oct 18, 2023, 6:00 PM – 7:00 PM EDT
    Virtual via Zoom
    Financial Planner, Danielle Veloso will help women create an action plan to take control of their finances in this session.
  • What You Should Know About Life Insurance
    What You Should Know About Life Insurance
    Fri, Sep 22
    Virtual via Zoom
    Sep 22, 2023, 12:00 PM – 1:00 PM EDT
    Virtual via Zoom
    Life 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.
  • Time in the Market - Not Timing the Market
    Time in the Market - Not Timing the Market
    Tue, Jun 13
    WebEx
    Jun 13, 2023, 6:00 PM – 7:00 PM EDT
    WebEx
    Historically 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.
  • The Basics of Everyday Finance
    The Basics of Everyday Finance
    Wed, May 10
    via WebEx
    May 10, 2023, 12:00 PM – 1:00 PM EDT
    via WebEx
    Anyone 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.
  • Taking Control of Your Taxes
    Taking Control of Your Taxes
    Wed, Mar 15
    WebEx
    Mar 15, 2023, 12:00 PM – 1:00 PM EDT
    WebEx
    This session will focus on learning how investment decisions in today's challenging tax environment can impact the income you receive in retirement.
  • Your Social Security Benefits
    Your Social Security Benefits
    Wed, Feb 08
    https://www.cvent.com/c/calendar/6859ebd5-f
    Feb 08, 2023, 6:00 PM – 7:00 PM EST
    https://www.cvent.com/c/calendar/6859ebd5-f
    This session provides an in-depth explanation on the retirement, disability and death benefits of Social Security.
  • Managing Healthcare Costs in Retirement
    Managing Healthcare Costs in Retirement
    Wed, Jan 18
    WebEx
    Jan 18, 2023, 6:00 PM – 7:00 PM EST
    WebEx
  • Taking Control of Your Taxes
    Taking Control of Your Taxes
    Wed, Dec 07
    WebEx
    Dec 07, 2022, 6:00 PM – 7:00 PM EST
    WebEx
    This session will focus on learning how investment decisions in today's challenging tax environment can impact the income you receive in retirement.
  • It's Your Estate, Are You in Control?
    It's Your Estate, Are You in Control?
    Wed, Nov 16
    WebEx
    Nov 16, 2022, 6:00 PM – 7:00 PM EST
    WebEx
    Estate planning is not just about taxes and how to reduce them. In this session we will discuss that it's also about making sure that your assets are distributed as you wish and to whom you wish.
  • Navigating Your Employer Benefits
    Navigating Your Employer Benefits
    Wed, Oct 12
    WebEx
    Oct 12, 2022, 6:00 PM – 7:00 PM EDT
    WebEx
    Starting a new job can be an exciting time. With a new job comes new (and often timely) choices that need to be made about your benefits. Learn about the importance of saving for retirement and optimizing your employer benefits.
  • What You Should Know About Life Insurance
    What You Should Know About Life Insurance
    Wed, Sep 14
    WebEx
    Sep 14, 2022, 6:00 PM – 7:00 PM EDT
    WebEx
    Life insurance isn't just to pay for final expenses - in fact, it can be used in multiple ways. This session 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.
  • Women & Money - Taking Control of Your Financial Future
    Women & Money - Taking Control of Your Financial Future
    Wed, Aug 17
    WebEx
    Aug 17, 2022, 6:00 PM – 7:00 PM EDT
    WebEx
    This session 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.
  • Is Your Financial House in Order?
    Is Your Financial House in Order?
    Wed, Jul 27
    WebEx
    Jul 27, 2022, 6:00 PM – 7:00 PM EDT
    WebEx
    An education event for anyone and everyone! Offering practical, down-to-earth information. This session will cover key concepts such as budgeting, debt management, protection of assets, preparing for retirement, and creating a financial legacy for your loved ones.
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