Past Events
Medicare Open Enrollment 101: In Partnership With Caribou
Presented by: Clarice Michael from Caribou
September 19, 2024
Open Enrollment for Medicare is fast approaching! To help you prepare, Sensible Financial Planning is hosting a webinar with Caribou, a healthcare consulting firm, to cover the fundamentals of Medicare. We hope this will help you make an informed decision that meets your health needs, preferences, and financial goals. By the end of the webinar, [Learn more...]
When Can I Retire?
Presented by: Rick Miller
August 28, 2024
Learn how much savings you need for a comfortable retirement and to build a solid plan with insights from Rick Miller.
Managing Money as a Couple: Retirement Years
Presented by: Rick Miller
July 30, 2024
Key strategies for a secure and comfortable retirement.
Digital Assets and your Estate Plan
Presented by: Frank Napolitano
June 25, 2024
Incorporating digital assets in your estate plan is crucial. This webinar covers key considerations, legal issues, and steps to protect them
Managing Money as a Couple: Child-Rearing Years
Presented by: Rick Miller
May 29, 2024
Explore the financial intricacies that come with raising children.
TIPS Ladders
Presented by: Rick Miller
April 28, 2024
You may have heard of TIPS (Treasury Inflation-Protected Securities), but did you know you could invest in TIPS in different ways?
The Essential Estate Planning Document You’ve Never Heard Of
Presented by: Frank Napolitano
March 27, 2024
Discover how a 'Letter of Instruction' simplifies your estate plan for loved ones.