Webinars

Q2 2026 – The Basics of Social Security

Planning when and how to claim Social Security can have a significant impact on your retirement income. In this webinar, Michael Lynch of Hartford Funds explores key factors to consider, including the effect of filing age on benefits, how working in retirement may impact payments, tax implications, and the differences between individual, spousal, and survivor benefits. Attendees will gain practical insights to help make informed Social Security decisions as part of a personalized retirement strategy.

Q1 2026 – The Cost of Failing to Plan– Julian Gray Associates

This webinar provides an emphasis on the importance of proactive estate and long-term care planning and outlines the financial, legal, and emotional consequences of failing to prepare.

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.}