Retirement planning for Washington State teachers includes evaluating pension benefits, supplemental retirement savings options, investment strategies, and healthcare needs. In this webinar recording, we provide an overview of key retirement planning topics and considerations for educators preparing for retirement.
Understanding your workplace retirement plan can be an important part of retirement planning. In this webinar recording, we review common 401(k) plan features, including contribution sources, employer matching opportunities, and special retirement distribution rules that may apply in certain situations.
Learn how to make the most of your access to WealthVision in this tutorial led by Tyler Scott, CFP®. The session covers key platform features, including account linking, document storage, financial reports, and tools for exploring financial planning scenarios.
Insurance can be an important part of a comprehensive financial plan. In this webinar recording, we discuss how insurance may help address various planning needs and review common types of insurance that individuals and families may consider as part of their overall financial strategy.
Administering an estate can involve important legal and financial responsibilities. In this webinar recording, we discuss common estate administration considerations, compare different estate scenarios, and provide an overview of the probate process and steps that may be required after a person's death.
Cybersecurity awareness is an important part of protecting personal information in today's digital world. In this webinar recording, the LPL Advisor Information Security Team discusses common cyber threats, account protection strategies, and practical considerations for helping individuals and families improve their online security practices.
Charitable giving and gifting strategies are often important components of an estate plan, yet they are frequently deferred while attention is focused on foundational planning documents. In this webinar recording, we discuss how charitable and gifting objectives may be incorporated into an overall estate planning strategy and the considerations involved in addressing these goals.
Supporting aging parents may involve taking on important legal and financial responsibilities. In this webinar recording, we discuss common fiduciary roles, the responsibilities associated with those roles, the Prudent Investor Rule, and considerations for managing family dynamics when assisting loved ones.
Understanding the differences between typical age-related memory changes and potential signs of Alzheimer's or dementia can help families make informed decisions. In this webinar recording, we discuss warning signs, communication strategies, the importance of early detection, the diagnostic process, and support resources available through the Alzheimer's Association.
Getting involved with charitable organizations can be one way retirees choose to engage with their communities and support causes they care about. In this webinar recording, Brian Ace, Chief Executive Officer/Executive Director of Boys & Girls Clubs of Benton & Franklin Counties, discusses donor principles, charitable giving concepts, and the ins and outs of nonprofit organizations.
End-of-life planning involves a variety of practical and personal considerations. In this webinar recording, Blaze Titus, Owner and Funeral Director at Hillcrest Memorial Center, discusses steps individuals can take to prepare for their own passing, what families may encounter after a death occurs, funeral and cremation options, and considerations related to grief and healing.
Trusts can play an important role in estate planning and asset management. In this webinar recording, we provide an overview of trust concepts, including different types of trusts, common trust terminology, special needs trusts, and other factors individuals and families may consider when evaluating estate planning strategies.
Estate planning encompasses a variety of legal and financial considerations that can help individuals document their wishes and organize the transfer of assets. In this webinar recording, we review common estate planning tools, including wills, trusts, powers of attorney, health care directives, beneficiary designations, and fiduciary planning considerations.
Understanding the fundamentals of investing can help provide a framework for making informed financial decisions. In this webinar recording, we discuss five key steps to investing: establishing a rainy day fund, paying off debt, investing in retirement accounts, building a broadly diversified after-tax portfolio, and evaluating other investment opportunities as part of an overall financial strategy.
Asset protection planning involves understanding potential risks and evaluating the legal structures and strategies that may be available to address them. In this webinar recording, we discuss key planning considerations, including liability exposure, asset ownership structures, gifting strategies, and trust planning concepts that individuals, families, and business owners may consider as part of their broader financial and estate planning efforts.
Estate planning doesn’t have to feel overwhelming. This introductory webinar walks you through the essential components of a well‑structured estate plan, including wills, powers of attorney, trusts, and beneficiary designations.
Planning for retirement starts long before your retirement date. In this webinar, retirement planning expert Joel Ockey reviews key considerations for individuals who are 5-7 years from retirement, including budgeting, retirement income sources, Social Security options, pension decisions, Medicare planning, and important retirement milestones. This recorded session provides an overview of the decisions and timelines that can help support a smoother transition into retirement.
Planning for the sale or transition of a business takes more time—and more strategy—than most owners expect. In this educational webinar, Beau Ruff, J.D., LL.M., CFP® walks through the full lifecycle of a business sale, from preparing books and records to valuation, negotiation, due diligence, closing, and post‑closing considerations. This session highlights common pitfalls, key decision points, and the value of early coordination with professional advisors to help business owners protect value and avoid costly surprises.
Losing a loved one is never easy, and even the most practical next steps can feel overwhelming in the midst of grief. Our “Initial Steps After a Loss” webinar was created to offer clarity, comfort, and guidance during an incredibly difficult time.
Understanding how Social Security works is a critical part of building your retirement plan. Our Basics of Social Security webinar presented by Tyler Scott provides a clear, accessible overview of how the system functions, what factors impact your benefits, and how to make smart claiming decisions that support your long‑term financial goals.
College costs continue to be a significant financial consideration for many families. In this webinar recording, we explore college planning concepts, including saving strategies, 529 plans, FAFSA, scholarships, student loans, budgeting, and ways to help students build strong financial habits before they leave home.
