Sensible Financial Webinars

Past Events

Retirement Plan Fundamentals III: Opening Your Present

Presented by: Rick Miller
July 27, 2023

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You've created a retirement plan (your present from you to future you). Now it's time to open that present. What's the best way to do it?

The banner shows the title of the webinar about retirement accounts and how to use them.

Retirement Account Basics Part 2: Using Your Plan

Presented by: Rick Miller
June 28, 2023

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You have a retirement account? Terrific! Rick Miller will discuss strategies for using your account in the best way possible.

The Basics of Estate Planning

Presented by: Frank Napolitano
May 18, 2023

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Join Frank and learn more about the estate planning process and what you need to know to go through it smoothly.

The banner shows the title of the webinar, Retirement Account Fundamentals.

Retirement Account Fundamentals

Presented by: Rick Miller
April 21, 2023

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Many people have retirement accounts, but do they understand them completely? Rick will compare types of accounts and describe them.

The banner shows the title, Top 10 Principles of Financial Planning.

Top 10 Principles of Financial Planning

Presented by: Rick Miller
March 23, 2023

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In this free webinar, Rick Miller will describe the most important core concepts of financial planning.

The banner shows the date and time of the charitable giving and your estate plan webinar.

Charitable Giving and Your Estate Plan

Presented by: Frank Napolitano
February 23, 2023

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When planning for the future, you want to help family, but where does charitable giving fit into your estate plan? Join Frank and find out.

Human Capital: Earning Power and the Retirement Implications

Presented by: Rick Miller
January 26, 2023

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The most vital part of your retirement plan involves your human capital or earning power. Rick Miller discusses how to make it work for you.