Webinar Replays
Social Security: Preparing for Retirement
April 22nd 2026
Tracking #1099610
Washington Update & How the One Big Beautiful Bill Affects You
Nov 5th 2025
Tracking #822648
Mid-Year Market Economic Outlook
Allison Boxer, VP and Economist from PIMCO, discussed their mid-year outlook for the market and economy. This was a Q&A interview format.
August 6th, 2025
#781057-2
College Admissions Playbook
Nancy Steenson presented her “College Admissions Playbook”. We had her on a CWM webinar about 3 years ago and the content was very well received.
Important note: This is NOT a college funding/planning discussion. Nancy covered how to navigate the college admissions process, specifically at highly selective schools. For some children, building a resume could start in middle school! Great topic for parents and grandparents with pre-college age children/grandchildren.
May 28, 2025
#730589
Estate Planning Simplified
This webinar was with attorney Scott Keifer.
March 12, 2025
Tracking #709760
2025 Market & Economic Outlook
Our guest is Lawrence Gillum, Chief Fixed Income Strategist from LPL, and he will be sharing the LPL outlook for the coming year. This webinar will is a Q&A format. Topics that will be covered:
-Stocks/Bonds/Valuations/Expectations
-New administration policies/tariffs/taxes/priorities
-Geopolitical issues
-Economy/inflation/interest rates/Millennials driving spending
- January 15, 2025
- Tracking #684880
Charitable Giving
“Charitable Giving” webinar was presented by Devin Ekberg from PIMCO. Devin is a Senior Consultant in advanced wealth planning for PIMCO. Webinar was live 11/05/2024.
Tracking #640468
Investing in an Election Year
This timely topic is “Investing in an Election Year” with special guest Jack Manley- Global Market Strategist from JP Morgan Asset Management. To alleviate any concerns you might have, this presentation will stick to the facts, focus on investment implications, and not deviate into any political opinions. Webinar was live 08/21/2024.
Tracking #621256