Webinars

We will be offering multiple webinars throughout the year on topics including the economy, retirement planning, estate planning, financial planning and business planning. Replays of the webinars are uploaded below for your convenience.

Identity Theft: Protection, Prevention, and Awareness

11/16/17

Learn about Identity Theft. Topics will include credit freezes, password managers, and PC & mobile security. Webinar hosted by John B. Steiger and William Berry with a presentation by Best Selling Author Robert Siciliano, C.S.P.; CEO of IDTheftSecurity.com.


 

2016 Market Insights – Seek Bright Spots in Uncertain Markets

02/08/16

2016 Market Outlook including investment insights, seeking growth amid volatility, and income generation in today's market. Webinar hosted by John Steiger and Will Berry with a presentation by Casey Dregits, CFA , Advisory Specialist with American Funds. Mr. Dregits has been with American Funds for 12 years, has his CFA charter and is a member of the CFA Institute.

Identity Theft: Protection, Prevention and Awareness

12/01/15

Learn about Identity Theft. Topics will including data breaches, state sponsored attacks, hacking, and important steps you can take to mitigate these risks. Webinar hosted by John B. Steiger and William Berry with a presentation by Best Selling Author Robert Siciliano, C.S.P.; CEO of IDTheftSecurity.com.

What's on the DOL's Agenda - It's Not All Just the Fiduciary Rule

05/26/15

Learn about topics on the DOL's agenda including the Fiduciary Rule; the Conflict of Interest Rule; the ERISA Regulation Defining Fiduciary Advice. Webinar hosted by John B. Steiger and William Berry with a presentation by the Honorable Bradford P. Campbell of Drinker, Biddle & Reath.

Easing the College Cost Burden

12/03/14

Learn about Opportunities to Help Reduce the Cost of College. Webinar hosted by John B. Steiger with a presentation by Gregg Cohen, Founder and President of Campus Bound.

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Presentation slides are available upon request. 

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