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Not sure where to start? Read more about Twelve Points’ Suite of Services.
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.
June 2025
Managing My Money
6/18 @ 12:00 PM EST
The Managing My Money workshop will help you identify three core components of money management: a sound budget, building (or rebuilding) your emergency savings fund, and getting control over prioritizing your debt.
July 2025
Navigating the College Planning Process
7/23 @ 12:00 PM EST
Join us for a webinar focused on the financial planning side of the college journey. We’ll explore how to approach college planning with a strong financial strategy, including understanding tuition costs, financial aid options, scholarships, and the FAFSA process. Learn how to create a personalized college savings plan, manage college expenses, and avoiding/minimizing student loan debt. We’ll also discuss strategies for maximizing your financial aid opportunities and making smart financial decisions when selecting a college. Whether you’re planning for your student’s future or navigating the process now, this webinar will provide the tools you need to make informed, financially savvy choices throughout the college planning process.
August 2025
Digital Assets 101
8/21 @ 12:00 PM EST
Master the basics of Bitcoin, crypto, and blockchain — your guide to the future of digital wealth.
September 2025
Basics of Financial Planning
9/18 @ 12:00 PM EST
October 2025
Cyber Security: The 5 Things Every Family Needs to Know to Stay Secure
10/23 @ 12:00 PM EST
In this session we will dive into the most recent cyber security trends that you and your family need to be aware of to stay safe through the holiday season. BlackCloak’s team will provide insight on recent scams, signs to look for, and recommended preventative measures that you can put in place to advise your family’s cyber hygiene. This seminar will help participants demystify cyber-crime and better protect their family.
November 2025
Estate Planning Documents Everyone Needs and When They Should Be Updated
11/18 @ 12:00 PM EST
This month we look at the legal documents to keep you and your family safe and sound. We’ll dive into:
December 2025
2025 Year in Review and Market Outlook for 2026
12/11 @ 12:00 PM EST
We will walk through the majors pits and peaks of this fiscal year, while focusing specifically on:
January 2025
Elevate Your Retirement Life Style – Four Keys to Designing Your Best Retirement
1/23 @ 12:00 PM EST
Retirement. The word makes you envision sunsets, rounds of golf, and endless cups of coffee. But guess what: You might be sipping that coffee for potentially 25 years. What are you going to do with these extra decades? How will you make these years the best ones yet? Making your retirement fulfilling boils down to four key areas.
February 2025
Behavioral Finance: How Our Humanness Affects Investment Returns
2/18 @ 12:00 PM EST
Panic selling and fear of missing out are opposite sides of the same behavioral bias, the herding bias, which is the most powerful of all in behavioral finance. We saw the first emerge in February and March of 2020, but then moved to euphoria and even bubbles in pockets of the markets three years later.
Cash is king was quickly followed by cash is trash. These biases among many others are addressed in the Covid-19 version of our Behavioral Finance presentation. It contains Covid-19 references that tie into our humanness and how that can hurt our investment returns. What are the options? Check out the presentation to find out.
April 2025
Anticipating the Unexpected: Involving Your Family in Financial Planning & Decision Making
4/17 @ 12:00 PM EST
It’s All in the Planning
It’s not easy to plan for the possibility of debilitating illness or death. But by thinking about your desires, making good plans, sharing them with your loved ones, and reviewing and updating them each year, you can take comfort in the fact that your family will be provided for as well as possible.
Taking the Prudent Course
The strategies you put in place over the years can make all the difference to your lifestyle. But these plans and preparations will also be a comfort and support to your family should something unexpected happen.
Make it a point to meet soon with your financial advisor and/or family members to go over your financial situation, and to discuss your desires and plans in the event of an unexpected illness or death.
May 2025
Medicare From A to D
5/20 @ 12:00 PM EST
Join us for a webinar with the Medicare Rights Center as they run through the Medicare process. You will hear an overview of the program, details of the enrollment process, and strategies for coordinating Medicare benefits with other forms of insurance.
