Starting on March 3rd, SDPEBA will be hosting a four-part webinar series with Timothy Essman, a senior financial planner with West Coast Wealth Strategies.
The schedule for the series is as follows:
March 3rd, 2021 @ 12pm – Financial Wellness - Building the Foundation
March 10th, 2021 @ 12pm – Financial Wellness - Creating & Managing Wealth
March 17th, 2021 @12pm – Financial Wellness - Retirement Income Streams
March 24th, 2021 @ 12pm – Financial Wellness - Making the Most of What You Have
You can click on any of these links to read a brief synopsis of what to expect, more about Tim, and a link to register for these webinars.
While these are all individual sessions, they build on one another—so you should try and attend all of them. If you’re busy at that time, no worries! We archive all previous webinars on our site, so you’ll be able to catch them after the fact—but they are best experienced live.
What to Expect
Building the Foundation – During this first session, Timothy plans to go over financial goal setting, retirement, inflation, budgeting, and taxes. During the webinar, Tim will go into detail about setting realistic plans that will set you up for today, tomorrow, and the far-future.
Creating and Managing Wealth – In this second session, Timothy will go into detail about how to allocate assets in order to create a sustainable portfolio. He’ll go over risk management and how to best utilize your workplace savings plans.
Creating a Retirement Income Stream and Preparing for the Future – This third session focuses on taking your assets and actually living off of them. Timothy will then go on to explain how to make use of government and workplace retirement plans.
Making the Most of What you Have – This final session is tailored to making the most of the decisions you make today to better protect your tomorrow. This session will bring the previous ones full-circle so you’re prepared to face the world of finances on your own.
Registering
By registering you’ll receive an email with a link to view the webinar as well as the option to add the event to your calendar. By registering you’ll also be sent a recording of the webinar once its finished!
Past Webinars
If you missed any webinars you were interested in, or want a refresher on one you already saw, you can check out our past recordings by scrolling to the bottom of our webinar homepage.
This is part of our new Webinar Wednesday schedule, so make sure you check out our Webinar Homepage to stay up to date with our upcoming events!
If you check that site now, you’ll see we have several webinars coming up—make sure you register so you can attend!