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Financial Wellness
Webinars
Attend our regular webinar series to gain insight regarding your financial health surrounding many different subjects such as College Planning, Protecting your Credit and Identity, How to Handle Market Volatility and so much more. Sessions are live and interactive and will also be recorded if you can’t attend in person.
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The Changing Landscape of College Admissions
February 19, 2025 | 12 PM PT
Nancy will cover how college admissions is changing, and what parents and students need to know. Specifically, we’ll discuss the new landscape of test-optional admissions, and whether or not the SAT and ACT are relevant anymore. We’ll also question some long-standing myths, such as the importance of GPA and the value of the well-rounded student. Other parts of the application, such as letters of recommendation – who to ask, when to ask and how to ask – the essay, and demonstrated interest will be covered. Lastly, we’ll talk about paying for college: financial aid vs. merit scholarships.
Past Webinar
The A, B, C and Ds of Medicare
March 19, 2025 | 12 PM PT
Choosing the right Medicare plan is extremely important, which is why Woodruff Sawyer has taken steps to ensure you receive the best guidance possible to understand your Medicare options. This educational webinar is an opportunity to learn about Medicare eligibility, coverage, and cost options and how to receive a free one-on-one consultation with a licensed Medicare advisor. And, for those of you who have a parent or loved one who needs help transitioning and enrolling to Medicare, this is a great way to learn how Medicare works.
Past Webinar
Budgeting and Debt Reduction
April 17, 2025 | 12 PM PT
Struggling to stay on top of your finances? Join us for an interactive webinar on budgeting and debt reduction to take control of your money and build a stronger financial future. In this session, you’ll learn:
- How to create a realistic budget that works for your lifestyle
- Effective strategies to reduce and eliminate debt
- Tips for managing expenses and increasing savings
- Tools and resources to stay on track
Don’t miss this opportunity to gain financial confidence and set yourself up for long-term success!
Past Webinar
Six Barriers to Investment Success
May 14, 2025 | 12 PM PT
Are hidden biases undermining your investment success? Join our presentation to learn more about:
• Common Behavioral Biases
• How Biases Affect Our Decision-Making Ability
• The Impact of Biases on Investment Portfolios
Protecting Your Data
June 18, 2025 | 12 PM PT
Scammers use clever techniques to steal personal information and data. Join me for a seminar that can help you recognize scams. Learn some industry best practices for protecting yourself, your family and your finances.
Upcoming
Social Security: Five things you need to know
July 16, 2025 | 12 PM PT
Most people plan to rely on Social Security for retirement income. Those preparing to retire may not understand the different ways to claim Social Security and, depending on their individual financial situations, the strategies to consider for optimizing their benefit amount.
Upcoming
College Education Funding
August 20, 2025 | 12 PM PT
We'll examine the issues associated with developing a successful strategy for funding your college education needs. Designed to help families plan effectively for higher education costs. It provides valuable insights into financial strategies, such as saving for college, maximizing financial aid opportunities, and reducing student loan burdens. Participants gain practical tools to navigate the complexities of college funding while minimizing unnecessary expenses.
Upcoming
The Home Stretch: Seven Things You Need to Do in the Decade Before You Retire
September 17, 2025 | 12 PM PT
Have you ever been in, or watched a foot race? As the runners turn the last corner and start their final sprint, the intensity ratchets up. This part of the race is known as the home stretch. During this critical stage, the last thing a runner wants to do is stumble with the finish line in sight. As you get to the point in your career where you can start to see the retirement finish line, you want to make sure you don’t stumble either. This program looks at seven things you need to do in the decade (or so) before you retire.
Upcoming
Wills, Trusts & Estate Planning
October 15, 2025 | 12 PM PT
Are you interested in protecting his or her assets from unnecessary loss, taxation, and erosion? We discuss the benefits of proper estate planning, the issues regarding Wills and Living Trusts as well as the Probate Process.
Topics Include:
- Passive vs active estate planning
- What are the risks?
- Understanding the methods of estate transition
- Should I create a will or trust, or both?
- Advanced Directives, Power of Attorney, Guardianship
Upcoming
Real Estate & Mortgage Strategies
November 12, 2025 | 12 PM PT
Asset diversification does not end with stock and bond portfolios. Real estate can also serve as a valuable tool in growing your wealth. Attendees will benefit from insights into the mortgage industry and useful criteria for selecting a personal mortgage direction. Prepared in concert with seasoned real estate and mortgage professionals, this workshop will include:
- Real Estate Market Update
- Buying/Selling Process
- Mortgage Basics
- Financial Considerations
Upcoming
Navigating Some Do’s and Don’ts of Wealth Building
December 18, 2025 | 12 PM PT
Building wealth is a life-long journey, and as with life, there are stages to building wealth. This seminar walks your clients through each stage, exploring actions they can take and missteps to avoid to help them pursue wealth that may last a lifetime or beyond.
