National Make a Will Month
In honor of National Make a Will Month, Spectrum Investment Advisors has partnered to bring you a webinar focused on wills and trusts.
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In Other Words
Discussing financial topics without the confusing jargon
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Spectrum Investment Advisors
Feb 15
Selecting Investments for Your Retirement Plan
Click here to view the Webinar Recording and learn from Paul Minick, Spectrum's Financial Education Manager and Relationship Manager,...
Spectrum Investment Advisors
Nov 20, 2023
End-of-Year Financial Wellness Checklist
End-of-Year Financial Wellness Checklist webinar guides you through a checklist designed to help you stay organized and focused.
Spectrum Investment Advisors
Aug 17, 2023
A Caregiver’s Journey
Let's talk about practical ways to navigate the emotional and financial demands of caregiving.
Spectrum Investment Advisors
May 17, 2023
Guide to Retirement: A Sound Savings Plan
Click here to view the Webinar Recording and learn from Michael Conrath of J.P. Morgan Asset Management as he walks through a GuideSteps...
Spectrum Investment Advisors
Mar 7, 2023
Long-Term Investing
Click here to view the Webinar Recording and learn from Doug Orton of MFS Investment Management as he walks through a GuideSteps...
Spectrum Investment Advisors
Nov 4, 2022
Health Care Savings Webinar
Health Care Savings webinar hosted by Paul Minick that covers many important FAQs
Spectrum Investment Advisors
Aug 23, 2022
Insurance & Protection Needs: Long-Term Care
Click here to view the Webinar Recording and learn from Romeo Raabe, The Long-Term Care Guy, as he walks through a GuideSteps...
Spectrum Investment Advisors
Aug 23, 2022
What to Do During Volatile Markets
Turbulent times lead to unpredictable markets. Despite this uncertainty, experts believe that staying calm and staying the course is wise.
Spectrum Investment Advisors
Jun 17, 2022
Benchmarking Your Retirement Plan Funds
Benchmarking is a retirement plan best practice that allows plan sponsors the opportunity to "take a peek under the hood" of their...
Scott Schwartz, NQPA
May 6, 2022
Legacy & Estate Planning: Getting Your Affairs in Order
Click here to view the Webinar Recording and learn from Mark Shiller, Attorney and Family Wealth Advisor at Certus Legal Group, as he...
Scott Schwartz, NQPA
Feb 9, 2022
Debt Reduction Webinar: The Good, the Bad, and the Budget
Click here to view the Webinar Recording and learn from Scott Schwartz, Senior Relationship Manager at Spectrum, as he walks through a...
Angie Franzone, MA
Feb 7, 2022
Debt Reduction: The Good, the Bad, and the Budget
Debt. The four-letter word that brings with it the feeling of shame, anxiety, and stress. If you’re part of the debt club, don’t let it...
David Radowski, CPFC®
Sep 1, 2021
GuideSteps Presentation: Make the Most of Your Retirement Savings
Click here to view the Webinar Recording and learn from David Radowski, Director of Financial Education at Spectrum, as he walks through...
Angie Franzone, MA
Jun 30, 2021
Normalize Retirement Security
When I was in middle school I had a pin that I used to wear on my jean jacket (talk about aging myself) that said, ‘Why be normal?’ I...
David Radowski, CPFC®
May 12, 2021
GuideSteps Presentation: Do More Than Save For Education...Invest!
Click here to view the Webinar Recording and learn from David Radowski, Director of Financial Education at Spectrum, as he walks through...
Angie Franzone, MA
Mar 31, 2021
When to Rebalance
There's a lot of things that are going to need rebalancing in our lives after all we've gone through in 2020 (and are still going...
David Radowski, CPFC®
Feb 24, 2021
GuideSteps Presentation: Emergency Savings & Debt Reduction
Click here to view the Webinar Recording and learn from David Radowski, Director of Financial Education at Spectrum, as he walks through...
Angie Franzone, MA
Dec 31, 2020
Lessons from 2020
I recently took my daughters to the pediatrician for their annual check up and the doctor issued a challenge to them. Make this the year...
David Radowski, CPFC®
Oct 14, 2020
GuideSteps Presentation: Understanding Investment & Saving Opportunities
Click here to view the Webinar Recording and learn from David Radowski, Director of Financial Education at Spectrum, as he walks through...
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