Sensible Financial Webinars

The Essential Estate Planning Document You’ve Never Heard Of

Presented by: Frank Napolitano
March 27, 2024

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Discover how a 'Letter of Instruction' simplifies your estate plan for loved ones.

Past Events

Five Biggest Medicare Mistakes

Presented by: Rick Fine
February 29, 2024

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Rick Fine will explain the five most common Medicare mistakes and arm you with the knowledge to avoid them effectively.

Managing Money as a Couple: Early Marriage Webinar

Presented by: Rick Miller
January 30, 2024

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Whether you're a newlywed or soon-to-be-married, this webinar provides valuable tools to navigate the financial journey as a couple.

Managing Money as a Couple: Thinking About Marriage

Presented by: Rick Miller
November 21, 2023

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You're engaged. Congratulations! It's time for that big discussion about paying bills, saving for the future, and managing money ... together.

The ABC’s (and D’s) of Medicare

Presented by: Rick Fine
October 26, 2023

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Rick Fine will define what medicare is and how it really works.

TIPS for Beginners

Presented by: Rick Miller
September 28, 2023

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What are TIPS (Treasury Inflation-Protected Securities) and can they really protect portfolios against inflation?

The Basics of Estate Planning Part 2: Saving on Estate Taxes with Trusts

Presented by: Frank Napolitano
August 29, 2023

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Join Frank to dive deeper into the estate planning process and how to save on estate taxes with trusts.