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Not sure where to start? Read more about Twelve Points’ Suite of Services.
The following is the schedule for our Twelve Points Academy 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 twelvepointswealth.com/webinars or give us a call at (978) 318-9500.
January 2024
Principles For a Successful Retirement
1/18 @ 12:00 PM
Twelve Points will be joined by Sharon Carson of JPMorgan. Sharon Carson, executive director, is a Retirement Strategist on the J.P. Morgan Asset Management Retirement Insights Strategy team. Sharon develops and delivers insights to financial advisors through presentations and written communications. She develops unique insights on spending patterns in retirement and she has a successful track record clarifying complex topics including Social Security, healthcare costs in retirement and prioritization of financial goals. She has over 20 years of experience in the financial services industry, with a focus on retirement during the past 15 years in various roles spanning strategic planning, innovation, and program management.
Prior to joining J.P. Morgan in 2012, Sharon developed retirement planning insights at Merrill Lynch. Sharon received a B.A. from Bowling Green State University and a M.B.A. from Columbia University. She received the Retirement Management Analyst (RMA) designation in its inaugural year and she has the Certified Retirement Plan Counselor designation (CRPC).
February 2024
Protect Yourself From Yourself
2/21 @ 12:00 PM
HUMANS ARE SMART. But sometimes our emotions take over, and we use the “gut instinct” part of our brain instead of the critical thinking part. This is especially true when it comes to investing.
Learn why we make emotional decisions about our money and how to get the most out of your investments — despite your instincts.
March 2024
The Taxman Cometh: Strategies to Minimize Your Contribution to the Government
3/19 @ 12:00 PM
Learn strategies to minimize your contribution to the government as we explore these topics:
April 2024
Megatrends: Transformational Forces Driving our Global Economy & Society
4/18 @ 12:00 PM
There are five powerful forces that are transforming the trajectory of the global economy, shifting the priorities of societies and redefining business models – as well as changing the face of investing. We call these megatrends. In this seminar, we discuss today’s most exciting opportunities — from autonomous driving to artificial intelligence — and how clients can invest in megatrends.
May 2024
Raising Financially Fit Children
5/22 @ 12:00 PM
Conversations and exercises to raise financial awareness for kids of all ages.
June 2024
Blockchain 101 with Accolade Partners
6/13 @ 12:00 PM
Aram Verdiyan from Accolade Partners will join Twelve Points to discuss the opportunity in blockchain technology and the current state of the crypto market. Topics will include adoption of blockchain technology, uses and applications of blockchain, current risks, update on the regulatory environment and ways investors can get exposure to the blockchain asset class.
July 2024
Things to Know When Buying, Selling, or Renting a Home (Real Estate Updates)
7/17 @ 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 for you with easy-to-understand discussions of:
September 2024
Basics of Financial Planning
9/26 @ 12:00 PM
October 2024
Protecting Your Data: Aware and Prepared
10/24 @ 12:00 PM
Scammers use clever techniques to steal personal information and data. This seminar can help participants recognize scams and learn industry best practices to help them protect themselves, their families, and their finances.
November 2024
Estate Planning Documents Everyone Needs and When They Should Be Updated
11/14 @ 12:00 PM
This month we look at the legal documents to keep you and your family safe and sound. We’ll dive into:
December 2024
2024 Year in Review and Market Outlook for 2025
12/12 @ 12:00 PM
We will walk through the majors pits and peaks of this fiscal year, while focusing specifically on:
January 2023
Do(s) and Don’t(s) of Building Wealth
1/26 @ 12:00 PM
Building wealth is a lifelong journey, and as with life, there are stages to building wealth. This seminar walks participants through each stage, exploring actions they can take and missteps to avoid, helping them pursue wealth that may last a lifetime or beyond.
February 2023
2023 Hot Topics in Financial Planning
2/23 @ 12:00 PM
Things to consider for your personal finances now, and in the future, with a changing economy and new legislation:
March 2023
The Taxman Cometh: Strategies to Minimize Your Contribution to the Government
3/16 @ 12:00 PM
Learn strategies to minimize your contribution to the government as we explore these topics:
April 2023
Women, Wealth, and Wellbeing
4/20 @ 12:00 PM
Many women are solely responsible for their finances or are a major breadwinner in their family. They are seeking advice and guidance more than ever before. This webinar serves to help female investors define what wealth means to them, learn how to make sense of the headlines today, and gain actionable steps to build their financial foundation.
May 2023
Mastering Social Security
5/25 @ 12:00 PM
Social Security claiming strategies are complex, and it can be easy for participants to make mistakes. This seminar reviews features of spousal benefits, recent changes to Social Security, and how to coordinate benefits with a spouse. We also discuss options available to participants who are widowed, divorced or have worked in a government position that did not pay into Social Security. The seminar provides you with answers to most Social Security questions.
June 2023
Estate Planning for the LGBTQ+ Community
6/14 @ 12:00 PM
This presentation is an overview on estate planning and the specific land mines for LGTQ individuals, lead by Brendan Ward of Cherry Tree Legal. BRENDAN L. WARD, is a Nahant resident, attended St. John’s Prep in Danvers and subsequently received his Bachelor of Science from the University of New Hampshire and his JD from New England School of Law. Brendan has received extensive training and coaching in Estate Planning that sets him apart from his peers through Wealth Counsel and the Family Wealth Planning Institute. Brendan continues to focus on estate planning for families with young children, same sex couples, together with elder care and intervention, trust and estate administration. His skills provide a depth of knowledge in probate practice and asset protection. Brendan in addition to estate planning and trust & estate administration, works on real estate conveyancing helping both buyers and sellers in the sale of real estate. Brendan spends a great deal of time volunteering in his local community. He is the past president of the Copley Society of Art Circle, past chairman of the town of Nahant Advisory & Finance Committee, the Secretary of local non-profit 01908, Vice President of the Board of Directors of Family & Children Services of Greater Lynn, a member of the Board of Directors of the Lynn Boys and Girls Club, and Trustee of the Lynn Home for the Elderly.
June 2023
Investing 101: Ask the Chief Investment Officer – Live Q&A!
6/22 @ 12:00 PM
Join Twelve Points’ Chief Investment Officer, Steve Bruno, to hear him answer questions live from participants of this seminar!
We encourage you submit any questions you want answered in advance of this webinar to greg@twelvepoints.com.
Steve Bruno comes to Twelve Points with over 35 years of institutional investment management experience in both the Public and Private Equity sectors of the market. During that time he has served in various leadership roles including Co-President, Senior Portfolio Manager and Chief Quantitative Strategist.
As a portfolio manager, he managed over $2.0B in both long-only and long-short equity portfolios. Most recently he was associated with a private equity investment advisory firm which advised on over $1.0 billion in resilient energy transactions during Mr. Bruno’s tenure. Prior to that he was President and Chief Investment Officer at an investment management firm he founded in early 2007. He received a B.A. in Economics and his M.B.A. in Finance from New York University and is a CFA Charterholder.
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.
January 2022
Life, Death, and Disability (Only One is Under Your Control)
1/26 @ 12:00 PM
Hope for the best, but prepare for the worst with these topics:
February 2022
Inflation: Effects on Day-to-Day Life & Your Investments
2/24 @ 12:00 PM
The inflationary environment we find ourselves in today is a radical change from the deflationary environment we have been in over the last 30+ years.
Join this webinar for a conversation on how inflation may affect your family and day-today life, as well as your investments.
March 2022
The Taxman Cometh: Strategies to Minimize Your Contribution to the Government
3/16 @ 12:00 PM
Learn strategies to minimize your contribution to the government as we explore these topics:
April 2022
Things to Know When Buying, Selling, or Renting a Home
4/20 @ 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 for you with easy-to-understand discussions of:
June 2022
Gifting, Philanthropy, and Trusts/Estates – Strategies & Legislation Changes
6/2 @ 12:00 PM
This month we will discuss strategies around Gifting, Trusts, and Estates. These topics are especially important due to recent changes in legislation.
June 2022
Maximizing Your Workplace Benefits
6/29 @ 12:00 PM
Trying to navigate and maximize the benefits you are offered through your employer can be challenging, but extremely important. This month’s webinar will aim to help you sort through the “Alphabet Soup” of benefits you may have available to you:
July 2022
Caregiving, Aging, and Long-Term Care Insurance
7/28 @ 12:00 PM
While these can be sensitive topics, they can be of upmost importance in your financial plan for the future:
August 2022
Insurance Deep Dive
8/25 @ 12:00 PM
Learn more about common insurance products that most have to deal with in their financial lives:
September 2022
Student Loan State of the Union
9/15 @ 12:00 PM
Updates on forgiveness, refi rates, and current events for advisors to assist their clients.
September 2022
Basics of Financial Planning
9/21 @ 12:00 PM
October 2022
Maximizing Social Security & Managing Health Care Costs in Retirement
10/5 @ 12:00 PM
This month, we discuss key components of retirement; social security and managing health care costs. Topics will include:
October 2022
Cyber Hygiene 101: 5 Ways for You and Your Family to Repel Cyber Attacks
10/18 @ 12:00 PM
In this Cybersecurity Awareness Month Webinar, BlackCloak’s Devin Archer and Kerry Tary will lead a conversation about how to protect your personal digital life in this era of unprecedented digital risk. Webinar attendees will will receive:
October 2022
Managing Student Loans and Other Debt
10/27 @ 12:00 PM
Tips on how to assess and manage your outstanding student loans and other debt. How to balance saving for retirement or goals, while paying off debt.
November 2022
Estate Planning Documents Everyone Needs and When They Should Be Updated
11/17 @ 12:00 PM
This month we look at the legal documents to keep you and your family safe and sound. We’ll dive into:
December 2022
2022 Year in Review and Market Outlook for 2023
12/15 @ 12:00 PM
We will walk through the majors pits and peaks of this fiscal year, while focusing specifically on:
JANUARY 2021
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
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.
FEBRUARY 2021
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.
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:
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:
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:
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
Not Doing RFPs for your Retirement Plan? Learn Why This Can Be a Costly Mistake Your Organization is Making.
6/17 @ 12:00 PM
A well-conducted RFP will help retirement plan fiduciaries find the best service providers and also position them to respond to fiduciary breach claims. Conducting regular RFPs is part of a prudent fiduciary process. We will discusses the benefits of RFPs for service providers, and details the basic steps of conducting an ERISA RFP.
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.
JULY 2021
Understanding How Insurance Strategies Can Complement Your Retirement
7/27 @ 12:00 PM
Understanding How Insurance Strategies Can Complement Your Retirement
AUGUST 2021
Raising Financially Fit Children
8/24 @ 12:00 PM
Conversations and exercises to raise financial awareness for kids of all ages.
SEPTEMBER 2021
Basics of Financial Planning
9/21 @ 12:00 PM
OCTOBER 2021
What Employers Need to Know Now About COVID-19 Vaccination Policies and Getting Employees Back to Work
10/7 @ 10:00 AM
Please join Twelve Points and employment attorney Mark Macchi of Hirsch Roberts Weinstein for a thirty-minute webinar covering information employers need to know about COVID-19 Vaccine mandates in the workplace and employee leaves for COVID-19 related matters. This presentation will provide an overview on topics including COVID-19 Vaccination policies, President Biden’s recent announcement concerning vaccines in the workplace, dealing with accommodation requests, and the types of leave that may be available to employees out of work due to COVID-19. We hope to see you there!
OCTOBER 2021
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.
November 2021
Twelve Points Economic & Political Update with First Trust’s Bob Stein
11/8 @ 1:00 PM
Bob spent several years in the U.S. Treasury Department and also was chief economist for the Senate Budget Committee. Bob analyzes potential changes to the direction of economic policy coming from Washington, DC, has a unique perspective on the political landscape, and provides an in-depth look at the U.S. economy.
NOVEMBER 2021
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:
DECEMBER 2021
2021 Year in Review and Market Outlook for 2022
12/9 @ 12:00 PM
We will walk through the major pits and peaks of this fiscal year, while focusing specifically on:
