Virtual group sessions with industry experts to educate yourself on a wide range of topics in detail. View our extensive webinar library to educate yourself now or join the live conversation by registering for one of our upcoming sessions.
Webinar Library
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Estate Planning: What Is It and Why It’s Important to Have an Estate Plan
Are you overwhelmed by thinking about estate planning? Savvy experts Michelle Petrowski, CFP® CDFA®, Mark L Prendergast, MS CPA CFP® CDFA® and Michael Reynolds, CFP®, CSRIC®, AIF®, CFT-I™ lay out all the basics and explain why everyone should have an estate plan. Gain...
What Insurance Do You Need for Every Life Stage?
In this Savvy Session, financial expert and Savvy Ladies Volunteer Katherine Sayer, CLU, RICP, breaks down the different types of insurances you'll need in every stage of life, from your college years to retirement. Learn everything about the different kinds of...
Tax Advice for New Businesses
Are you planning to become a small business owner this year? Tax advisor Alicyn McLeod, CPA, CFP® and tax attorney Matthew E. Foreman share all you need to know about taxes. Originally live-streamed on February 21, 2023.
Credit 101
Peter Mullen, Community Education Manager for the American Consumer Credit Counseling, lays out all you need to know about credit, including: What is Credit? How do you establish credit? What is good credit vs bad credit? How do I get my credit score? What do I need...
Understanding Debt
Savvy Ladies Volunteer Ashesh Shah, Financial Advisor & CERTIFIED FINANCIAL PLANNER™, discusses good vs bad debt, and your options to manage it. Originally live-streamed on February 1, 2023. About the Speaker Ashesh Shah, CFP® is a Bank Manager at PNC Bank, with...
Rebooting Your Budget for 2023
Savvy Ladies volunteer Peter J. Creedon CFP®, ChFC, CLU, EA, helps you revisit and adjust your budget for 2023. Get tips on how to be a Savvy spender and saver as prices go up. Originally live-streamed on January 25, 2023. About the Speaker Peter J. Creedon is a...