Webinars
Q1 2025 – The Essential Estate Planning Documents – Julian Gray Associates
This webinar will provide an overview of the key legal documents needed for effective estate planning, including wills, trusts, powers of attorney, and healthcare directives, helping you understand their importance, functions, and how to ensure your wishes are carried out.
LPL Financial and Henderson Brothers Financial Partners are not affiliated with Julian Gray Associates. Henderson Brothers Financial Partners and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.
November 2024 – The Basics of Medicare – Henderson Brothers
This webinar will review the basic structure of Medicare and the types of plans available for purchase when applying your Medicare benefit. LPL Financial and Henderson Brothers Financial Partners are separate entities and not affiliated with Henderson Brothers, Inc.
June 2024 – Life & Personal Insurance Overview – Henderson Brothers, Inc.
This webinar will review several items to consider when addressing and implementing an insurance plan. LPL Financial and Henderson Brothers Financial Partners are separate entities and not affiliated with Henderson Brothers, Inc.
June 2024 – Life & Personal Insurance Overview – Henderson Brothers, Inc.
This webinar will review several items to consider when addressing and implementing an insurance plan. LPL Financial and Henderson Brothers Financial Partners are separate entities and not affiliated with Henderson Brothers, Inc.
May 2024 – The Home Stretch – Franklin Templeton Academy.
This webinar will review seven things you need to do in the decade (or so) before you retire. May 2024 – The Home Stretch – Franklin Templeton Academy. LPL Financial and Henderson Brothers Financial Partners are separate entities and not affiliated with Franklin Templeton Academy.
April 2024 – Social Security – John Hancock.
This webinar will focus specifically on how you can optimize your Social Security benefits and get the most out of the system. LPL Financial and Henderson Brothers Financial Partners are separate entities and not affiliated with John Hancock.
January 2024 – Using Trusts to Protect Your Estate for Future Generations – Julian Gray Associates.
This webinar will help you learn about the benefits and varieties of Trust Planning and why a Last Will and Testament may not be enough. LPL Financial and Henderson Brothers Financial Partners are separate entities and not affiliated with Julian Gray Associates.
November 2023 – The Basics of Medicare – Henderson Brothers, Inc.
This webinar will review the basic structure of Medicare and the types of plans available for purchase when applying for your Medicare benefit. LPL Financial and Henderson Brothers Financial Partners are separate entities and not affiliated with Henderson Brothers, Inc.
September 2023 – How Successful Families Approach Money – T. Rowe Price
The American Psychological Association states that money is the number one source of stress for Americans. However, it does not have to be that way. Some families approach money differently. This webinar will review strategies and share how a financial professional can help you have these discussions on your terms, in a way that is comfortable for you. LPL Financial and Henderson Brothers Financial Partners are not affiliated with T. Rowe Price.
July 2023 – The Social Portfolio – Hartford Funds
Investing in our social connections as we age is vital to our wellbeing and should be a critical component of comprehensive longevity planning. During this webinar, we will cover: Social portfolio dynamics across our lifespan; Four categories of friends; Investing and managing your social portfolio. LPL Financial and Henderson Brothers Financial Partners are not affiliated with Hartford Funds.
June 2023 – 10 Myths About College Savings Plans – John Hancock Investment Management
This webinar will cover the features and benefits of 529 plans, qualified and non-qualified expenses, gifting strategies, the flexibility of 529’s, as well as 529’s vs. other investment vehicles. LPL Financial and Henderson Brothers Financial Partners are not affiliated with John Hancock Investment Management.
May 2023 –Social Security – Nationwide Retirement Institute
This webinar breaks down and simplifies the many rules and filing options for Social Security. We will demonstrate how you can make a suitable decision for your needs by analyzing and comparing different Social Security filing options. LPL Financial and Henderson Brothers Financial Partners are not affiliated with Nationwide Retirement Institute.
LPL Financial and Henderson Brothers Financial Partners are not affiliated with Julian Gray Associates.
March 2023 – Six Signs You Need An Estate Planning Checkup – Julian Gray Associates
When was the last time you reviewed your estate plan? Have your beneficiaries changed? Has your health changed? Join us for this informative webinar to learn why now is the time to review your estate plan.
LPL Financial and Henderson Brothers Financial Partners are not affiliated with Julian Gray Associates.
January 2023 – BrainWorks – Janus Henderson Investors
This webinar illustrates some key findings on how the brain works and ways we can train our brain to perform better, be more resilient to stress, and endure the test of time – reducing our risk of cognitive decline, dementia and Alzheimer’s disease.
LPL Financial and Henderson Brothers Financial Partners are not affiliated with Janus Henderson Investors.
November 2022 – The Basics of Medicare – Henderson Brothers, Inc.
This webinar reviews the basic structure of Medicare and the types of plans available for purchase when applying your Medicare benefit.
LPL Financial is not affiliated with Henderson Brothers, Inc.
October 2022 – History Lessons – John Hancock
If you ask what the markets are going to do, the answer would be that they are going to fluctuate! Volatility can feel like the ups and downs of a rollercoaster. While we know that past performance is not indicative of future results, when it comes to behavior of markets, patterns often repeat themselves. Circumstances may change but patterns rarely do.
LPL Financial and Henderson Brothers Financial Partners are not affiliated with John Hancock.
June 2022 – BlackRock – The Psychology of Investing
This webinar will review some of the common mistakes that investors can make when they mix their emotions with their decision making, and how to prevent them.
LPL Financial and Henderson Brothers Financial Partners are not affiliated with BlackRock.
