Twelve Points Webinars

The following is the schedule for our Twelve Points Wealth Management Webinar Series. Hosted by our Twelve Points team, these webinars are  designed to provide insight and educate you on specific and relevant financial topics.


For updates and registration links to other upcoming webinars, look out for our monthly newsletter that you should be receiving in your inbox. If you are not receiving it and would like to or if you have any other questions regarding our Webinar Series, please do not hesitate to reach out to or give us a call at (978) 318-9500.

Things that Happen to You w/ Neuberger Berman

1/26 @ 2:00 PM

Changes in your personal or work life and family status can affect your income and how you invest.


Saving for Retirement is More Important Today Than Ever Before


  • Life Expectancy Increasing
  • Social Security Uncertainties
  • Employees Control Their Destiny
  • Retirement Confidence on the Decline
  • Changing Jobs
  • Getting Married
  • Having Children
  • Estate Planning

February 2021
How to Raise Financially Fit Kids (Part 1 of 3: Ages 3-10)

2/11 @ 12:00 PM

Financial education is not just about the money. It’s about creating great families and raising self-confident kids with the tools to realize their dreams. How to equip the next generation with lifelong financial skills.

How New and Proposed Legislation Could Affect your Financial Life

2/26 @ 12:00 PM

Following the inauguration of a new administration, we will discuss new policy that has recently been passed along with proposed legislation that could impact your financial life.


  • COVID-19 Stimulus Relief
  • Health Care
  • Student Loans
  • Taxes
  • Retirement

March 2021

Aging Parents’ Finances – How to Step In

3/12 @ 12:00 PM

Support and structures to implement when your parents can no longer handle their finances alone.

MARCH 2021

Retention Credits – Receive up to $19,000 per employee now

3/18 @ 12:00 PM

We invite you to join us on 3/18 for this unique webinar geared to help you unlock the value behind the Employee Retention Tax Credits.

MARCH 2021
The Taxman Cometh: Strategies to Minimize Your Contribution to the Government

3/23 @ 12:00 PM

Learn strategies to minimize your contribution to the government as we explore these topics:


  • Paycheck Savings
  • FSAs vs. HSAs
  • Job Changes
  • Charitable Donations
  • Child-Care Reimbursements
  • Avoiding the Marriage Tax
  • Vacation Home vs. Rental

April 2021

Employer Student Loan Assistance Programs: Attract and Retain Top Talent

4/28 @ 12:00 PM

Twelve Points will be joined by Camila Inarra and Hellie Howard of Vault, a Student Loan Benefits Platform.


Vault is the first and most-trusted student loan benefits platform, providing innovative student loan benefit programs and support to over 1,750 clients and over 3 million employees.


Join us to learn more about Vault’s programs and how Vault’s conflict-free technology can improve employee recruiting and retention.

APRIL 2021
Things to Know When Buying, Selling, or Renting a Home

4/29 @ 12:00 PM

Buying and selling real estate is one of the most confusing and multi-pronged undertakings you’ll ever be involved with. We break it down for you with easy-to-understand discussions of:


  • Credit Scores & Affordability
  • Down Payments & Close Costs
  • Mortgage Process & Home Inspections
  • Timing
  • Working With a Real Estate Agent
  • Buying vs. Renting

April 2021

How to Choose the Right Senior Living Community

4/30 @ 12:00 PM

Whether looking for your own retirement community or helping aging parents, learn what questions to ask, how to evaluate and select the best place for you.

May 2021

How to Raise Financially Fit Kids, Tweens and Teens

5/13 @ 12:00 PM

Continue the conversation with your kids around family values, skills and disciplines that can carry over to other areas of their lives.

MAY 2021
The Tax Savings Strategy That Large Law Firms Are Taking Advantage Of And You Might Be Missing Out On

5/18 @ 12:00 PM

We invite you to join an insightful conversation explaining why 100+ AM Law 200 Firms sponsor MRCB plans. Learn how aligning targeted returns to actual market performance allows for a wider range of acceptable outcomes – reducing contribution risk, distribution risk and investment risk. We will also discuss how simple it is to convert existing fixed-rate cash balance designs to MRCB designs. Please join us to learn more about expanding your tax deferral strategy and investment horizons!

MAY 2021
Planning for College – Steps for Success

5/25 @ 12:00 PM

This month we will discuss strategies for helping your high school student select target schools and how to cover the cost of education:

  • Higher Education Plans: Everything from 529 plans to Coverdell ESA
  • Financial Aid: FAFSA, MEFA, Federal/Private Loans
  • Scholarships: those available while in high school and in college
  • How to Stand Out: academics, athletic, arts, philanthropy

June 2021

Pre-Divorce Strategies:  Things to do before you enter the divorce process

6/10 @ 12:00 PM

How to prepare for divorce in practical ways.

JUNE 2021
Investing 101: Getting Back to the Basics

6/24 @ 12:00 PM

There are a lot of ways to save your hard-earned money and accomplish your financial goals. If you want your money to have the possibility of growing over time, you may want to consider investing your savings. Not familiar with investing? Don’t be intimidated, it’s not as complicated as it sounds.


  • Types of Investments
  • The Power of Compounding
  • Risks vs. Reward
  • Diversification / Asset Allocation
  • Volatility
  • Bull & Bear Markets

JULY 2021

Understanding How Insurance Strategies Can Compliment Your Retirement

7/27 @ 12:00 PM

Understanding How Insurance Strategies Can Compliment Your Retirement

Raising Financially Fit Children

8/24 @ 12:00 PM

Conversations and exercises to raise financial awareness for kids of all ages.

Basics of Financial Planning

9/21 @ 12:00 PM

  • Budgeting
  • Emergency Funds
  • Retirement Savings
  • Insurance
  • Goals (Long-Term & Short-Term)
  • Wills & Trusts
  • Health Care Planning

Social Security and Medicare

10/28 @ 12:00 PM

Social Security and Medicare are ever changing areas of retirement. Learn about what both look like now, and how they could change in the future. Also, learn about how Social Security and Medicare can work together in retirement.


  • The Basics of Social Security and Medicare
  • When to claim your Social Security?
  • Managing Medicare Enrollment
  • Cohesive Strategies with Social Security and Medicare

Estate Planning Documents Everyone Needs and When They Should Be Updated w/ Andrew Butler of Archstone Law Group

11/18 @ 12:00 PM

This month we look at the legal documents to keep you and your family safe and sound. We’ll dive into:


  • Estate Plan
  • Living Trust
  • Will
  • Durable / Nondurable / Special or Limited / Springing / Medical Power of Attorney
  • Advance Medical Directive
  • Kids Protection Plan

2021 Year in Review and Market Outlook for 2022

12/14 @ 12:00 PM

We will walk through the major pits and peaks of this fiscal year, while focusing specifically on:


  • Market Returns
  • Sectors and Assets Which Appear Overvalued / Undervalued
  • Trends we See Developing
  • How to protect yourself in 2022

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