2026 WEBINAR CALENDAR
MARCH
Tax Planning Basics
Date/Time: March 17, 2026 | 10 a.m. PST / 12 p.m. CST / 1 p.m. EST
In this webinar, you will learn how to better understand your income tax and how to maximize your after-tax income.
APRIL
Essentials of Estate Planning
Date/Time: April 14, 2026 | 10 a.m. PST / 12 p.m. CST / 1 p.m. EST
Estate planning is essential to everyone's lifelong plan. A well-thought-out estate plan can help you provide for loved ones while managing taxes and ensuring that your wishes are carried out. Learn more about estate planning strategies - from simple wills to complex trusts.
MAY
Markets & Economy – Quarterly Update
Date/Time: May 12, 2026 | 10 a.m. PST / 12 p.m. CST / 1 p.m. EST
Join us for our Spring edition of the Market & Economic Outlook webinar, where we’ll review the latest trends shaping the financial markets and the broader economy. As we approach mid-year, we’ll discuss what’s driving market performance, how inflation and interest rates are influencing investors, and what it all means for your personal financial plan. You’ll gain practical perspective to stay focused on long-term goals amid a changing environment.
This will be a live webinar with an opportunity to ask questions. A recording will be made available following the event.
Securities and advisory services are offered through Geneos Wealth Management. Member FINRA / SIPC.
Raising Financially Aware Kids
Date/Time: May 19, 2026 | 10 a.m. PST / 12 p.m. CST / 1 p.m. EST
Help your kids and grandkids appreciate the value of a dollar. Learn how to talk to your kids about money in a meaningful way, using fun and interactive methods to help them understand personal finance concepts.
JULY
Investing Concepts
Date/Time: July 14, 2026 | 10 a.m. PST / 12 p.m. CST / 1 p.m. EST
In this webinar, you will determine the right asset allocation based on your goals and risk tolerance, invest to minimize taxes, know how to select and manage a portfolio of stocks, bonds, ETFs, and/or mutual funds, and understand investment options and resources that are available within your retirement plan.
AUGUST
Principles for a Successful Retirement
Date/Time: August 11, 2026 | 10 a.m. PST / 12 p.m. CST / 1 p.m. EST
Using insights to achieve better outcomes for your Retirement and to help you make informed decisions. This webinar will use charts and graphs to help explain complex topics in a clear and concise manner.
Markets & Economy – Quarterly Update
Date/Time: August 18, 2026 | 10 a.m. PST / 12 p.m. CST / 1 p.m. EST
As we move into the final stretch of 2026, this session will explore how recent market and economic developments are setting the stage for year-end. We’ll cover market trends, the economic outlook, and key planning opportunities to consider before December—such as tax strategies, retirement contributions, and portfolio adjustments. Join us for an informative conversation designed to help you finish the year financially confident and prepared for what’s ahead.
This will be a live webinar with an opportunity to ask questions. A recording will be made available following the event.
Securities and advisory services are offered through Geneos Wealth Management. Member FINRA / SIPC.
SEPTEMBER
Planning for Health Care in Retirement
Date/Time: September 22, 2026 | 10 a.m. PST / 12 p.m. CST / 1 p.m. EST
Health care is a common concern in Retirement, with rising rates, changes that seem to be proposed every few years, and not to mention, we are all living a lot longer. These are just some of the primary concerns that retirees and pre-retirees need to prepare for. This webinar will demonstrate how to prepare for these medical expenses, and we will guide you through the process.
OCTOBER
Retire Ready: Strategic Planning for the Final Stretch
Date/Time: October 13, 2026 | 10 a.m. PST / 12 p.m. CST / 1 p.m. EST
Please join Heffernan Financial as we discuss navigating your pre-retirement financial journey. During this session, we will focus on Social Security optimization, Medicare planning, estate planning, decumulation investment strategies, and more.
Social Security: When Should You Start to Receive Benefits?
Date/Time: October 20, 2026 | 10 a.m. PST / 12 p.m. CST / 1 p.m. EST
Retiring and claiming Social Security benefits are different. You have options and learning about them may help you make a well-informed decision about when to start receiving your benefits. We will also discuss how it began and if Social Security will be there for us.
NOVEMBER
Markets & Economy – Quarterly Update
Date/Time: November 17, 2026 | 10 a.m. PST / 12 p.m. CST / 1 p.m. EST
As the year draws to a close, join us for our Fall Markets & Economy Quarterly Update. We’ll review how markets have evolved throughout 2026, assess current economic conditions, and discuss what investors should be mindful of heading into year-end and beyond. This conversation will focus on maintaining perspective, reinforcing long-term planning discipline, and identifying considerations that may shape financial decisions as we look ahead to 2027.
This will be a live webinar with an opportunity to ask questions. A recording will be made available following the event.
Securities and advisory services are offered through Geneos Wealth Management. Member FINRA / SIPC.
Financial Planning
Date/Time: November 19, 2026 | 10 a.m. PST / 12 p.m. CST / 1 p.m. EST
Financial Planning starts with setting goals. It is built on a solid foundation of effective cash management. All the individual topics are related. This webinar's topics will include setting goals, cash management, education planning, tax strategies, insurance, estate planning, choosing investments, and retirement planning.
