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Back to Basics Webinar Series: Planting the Seeds for a Healthy Financial Life
It’s back to school time, the perfect time to grow and cultivate your financial know-how.
Join us for our six-week webinar series, where you’ll learn actionable tips to help your financial life flourish. No exams or homework. Just lively discussions with our seasoned advisors who are eager to share their knowledge and experience with you.

Session 1: Financial Literacy
Creating a solid foundation for your success
Gary Silverman, CFA
Wednesday, August 26 at 4 p.m. (ET)

Session 2: Financial Planning
A road map to navigate life’s milestones
Kathryn Kennedy, JD, CPA, CFP®
Wednesday, September 2 at 4 p.m. (ET)

Session 3: Taxes
How they impact your finances
Kathryn Kennedy, JD, CPA, CFP®
Wednesday, September 9 at 4 p.m. (ET)

Session 4: Investments
Understanding the relationship between risk & reward
Tom Cohn, CFA
Wednesday, September 16 at 4 p.m. (ET)

Session 5: Estate Planning
More than just a will
Keith Feinberg, JD, CFP®
Wednesday, September 23 at 4 p.m. (ET)

Session 6: Intro to Philanthropy
Making a difference in your community
Karim Ahamed, CFA
Wednesday, September 30 at 4 p.m. (ET)
Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: Cerity Partners Events.