Online Webinars

Webinars

August

Spend Life Well Monthly Market Update

August 6, 2022 | 9:15-10:15 am CT

What does spending life well mean to you? We believe a part of spending life well means knowing your finances are being managed by people you trust and are working to give you a better future. The first Saturday of the month members of the ClearVista Financial Team will update you on what the market is up to, offer professional advice, and discuss strategies to manage your wealth well.

There is no cost to attend.

September

Spend Life Well Monthly Market Update

September 3, 2022 | 9:15-10:15 am CT

What does spending life well mean to you? We believe a part of spending life well means knowing your finances are being managed by people you trust and are working to give you a better future. The first Saturday of the month members of the ClearVista Financial Team will update you on what the market is up to, offer professional advice, and discuss strategies to manage your wealth well.

There is no cost to attend.

Managing Healthcare Expenses in Retirement

September 13, 2022 | 9:15-10:15 am CT

What is Medicare? Who needs to enroll in Medicare – and when? How do you enroll in Medicare? Join us to learn more about how to plan on finding the right healthcare in retirement.

There is no cost to attend.

October

Spend Life Well Monthly Market Update

October 1, 2022 | 9:15-10:15 am CT

What does spending life well mean to you? We believe a part of spending life well means knowing your finances are being managed by people you trust and are working to give you a better future. The first Saturday of the month members of the ClearVista Financial Team will update you on what the market is up to, offer professional advice, and discuss strategies to manage your wealth well.

There is no cost to attend.

Unlocking Social Security & Medicare

October 11, 2022 | 9:15-10:15 am CT

Stop leaving thousands of dollars on the table! Social Security is one of the most important aspects of retirement, but it’s also one of the most complex. There are pitfalls to avoid and opportunities to seize that aren’t always common knowledge. To factor Social Security into your retirement plan, you should know how to potentially maximize your benefits and how much income you may need from other sources to be financially comfortable during retirement.

There is no cost to attend.

November

Spend Life Well Monthly Market Update

November 5, 2022 | 9:15-10:15 am CT

What does spending life well mean to you? We believe a part of spending life well means knowing your finances are being managed by people you trust and are working to give you a better future. The first Saturday of the month members of the ClearVista Financial Team will update you on what the market is up to, offer professional advice, and discuss strategies to manage your wealth well.

There is no cost to attend.

Last Chance Financial Planning

November 15, 2022 | 9:15-10:15 am CT

So much can change in a year! Those changes can affect our finances in ways we don’t expect. Are you financially ready to start 2023? On November 15th we will help you navigate how your finances may have changed this year and moves you can make right now to position yourself well heading into 2023. Join us as we discuss areas of your financial life that you should to consider while preparing to head into 2023.

Areas of your financial life to be discussed include:

• Taxes
• Retirement
• Investments
• Insurance
• Milestones
•  Health
• Changes
• Family

There is no cost to attend.

December

Spend Life Well Monthly Market Update

December 3, 2022 | 9:15-10:15 am CT

What does spending life well mean to you? We believe a part of spending life well means knowing your finances are being managed by people you trust and are working to give you a better future. The first Saturday of the month members of the ClearVista Financial Team will update you on what the market is up to, offer professional advice, and discuss strategies to manage your wealth well.

There is no cost to attend.

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