2026 Webinar Schedule
| Date | Title | Link | Description |
|---|---|---|---|
| January 14, 2026 | New Year, New Me: Budgeting & Debt Reduction Strategies | View |
Join members of our financial planning team as they discuss effective budgeting techniques and how to take charge of your debt. |
| February 11, 2026 | Financial Planning Focus: Crafting Your Goals & Creating Your Plan | View |
Join members of our financial planning team as they discuss how to create your own goals-based financial plan. |
| March 11, 2026 | Insurances & Crucial Coverage: Your Work Benefits & Beyond | Register Now |
Join members of our financial planning team as they go beyond your work insurance benefits to discuss key types of insurance every individual should have and how they fit into your financial plan. |
| April 8, 2026 | Intro to Taxes: Paystubs, Account Types & Estimating Your Annual Tax Withholding | Register Now |
Join members of our financial planning team as they discuss the basics of the US tax system, different account types and how they are taxed, how to read your pay stub and use it to help predict your tax withholding for the year. |
| May 13, 2026 | Understanding & Increasing Your Net Worth | Register Now |
Join members of our financial planning team as they discuss the key financial statements that give you a snapshot of your financial picture, how to create them, and strategies to increase your overall net worth. |
| June 10, 2026 | Mid-Year Check In: Am I On Track? | Register Now |
Join members of our financial planning team as they discuss what to check on at the halfway point of the year to ensure you are on track for your goals. |
| July 8, 2026 | Retirement Plan Logistics: Your Rules as an Active & Terminated Participant | Register Now |
Join members of our financial planning team as they discuss the different rules that apply to you and your retirement plan while working and when you are no longer working. We will discuss distributions, how to execute plan rollovers, how to handle plan changes, and your journey as an active versus terminated participant. |
| August 12, 2026 | More Than Just a Will: Understanding All Aspects of an Estate Plan | Register Now |
Join members of our financial planning team for an in-depth overview of a properly crafted estate plan and the key documents every individual should have in place. |
| September 9, 2026 | Sticker Shock: Understanding the True Cost of College | Register Now |
Join members of our financial planning team for a deep dive on the true cost of college, to help you better understand what it might actually cost your family. |
| October 14, 2026 | Understanding the Medicare Alphabet: From A to N | Register Now |
Join members of our financial planning team as they provide an overview of the ABCs of Medicare. |
| November 11, 2026 | Navigating Social Security: When Should You Collect? | Register Now |
Join members of our financial planning team as they provide an overview of Social Security benefits and how to maximize your retirement benefits. |
| December 9, 2026 | Life After Work: Navigating the Retirement Transition | Register Now |
Join members of our financial planning team as they discuss the challenges of transitioning to retirement and how to prepare for the emotional side of retiring. |
Greenspring Advisors, LLC is a registered investment adviser. Registration does not imply a certain level of skill or training. The sponsor of the monthly drawing is Greenspring Advisors, LLC (“Greenspring”). The drawing will take place each month after the completion of the live version of the Moments of (k)larity webinar. The drawing is open to all individuals who attend the live version of each monthʼs webinar. Employees and family members of Greenspring are not eligible to win. The drawing is subject to all applicable federal, state and local laws and regulations and is void where prohibited or restricted by law. Only one prize per person and per household will be awarded each calendar year. Gift cards are subject to the terms and conditions of the issuer. Prizes cannot be transferred, redeemed for cash or substituted by winner. Greenspring makes no representation or warranty concerning the appearance, safety or performance of any prize awarded. Restrictions, conditions, and limitations may apply. Greenspring will not replace any lost or stolen prize items.
2025 Webinar Schedule
| Date | Title | Link | Description |
|---|---|---|---|
| Jan 15, 2025 | Budgeting Workshop #1: Getting Organized | View Now | How-to workshop series on effective budgeting and how to create a budget you can actually stick with. |
| Feb 12, 2025 | Budgeting Workshop #2: Make it Realistic | View Now | How-to workshop series on effective budgeting and how to create a budget you can actually stick with. |
| Mar 12, 2025 | Budgeting Workshop #3: Tracking and Monitoring | View Now | How-to workshop series on effective budgeting and how to create a budget you can actually stick with. |
| April 9, 2025 | Where do I stand? Understanding your Net Worth | View Now | The key financial statements that give you a snapshot of your financial picture and how to create them, in this first step of the financial planning process. |
| May 14, 2025 | Net Worth Boosters: Increasing Savings & Tackling Debt | View Now | An overview of strategies that can help you take charge of your debt and increase savings to boost your net worth. |
| June 11, 2025 | Mid-Year Check In–Am I on Track for my Goals? | View Now | What to check on at the halfway point of the year to ensure you are on track for your goals. |
| July 9, 2025 | 529, UTMA, Roth IRA, Oh my! How should I save for my child’s future? | View Now | The different options available to save and invest for your child’s future, and how to determine which is best for you. |
| Aug 13, 2025 | More than A Will: Understanding All Aspects of an Estate Plan | View Now | An in-depth overview of a properly crafted estate plan and the key documents every individual should have in place. |
| Sept 10, 2025 | Sticker Shock: Understanding the True Cost of College | View Now | A deep dive on the true cost of college, to help you better understand what it might actually cost your family. |
| Oct 8, 2025 | Understanding Medicare from A to N | View Now | Join members of our financial planning team as they provide an overview of the ABC’s of Medicare. |
| Nov 12, 2025 | Maximizing Social Security | View Now | An overview of Social Security benefits and how to maximize your retirement benefits. |
| Dec 10, 2025 | Preparing for Life After Work: Retirement | View Now | How retirement has changed, and how the modern definition impacts your financial plan. |
Greenspring Advisors, LLC is a registered investment adviser. Registration does not imply a certain level of skill or training. The sponsor of the monthly drawing is Greenspring Advisors, LLC (“Greenspring”). The drawing will take place each month after the completion of the live version of the Moments of (k)larity webinar. The drawing is open to all individuals who attend the live version of each monthʼs webinar. Employees and family members of Greenspring are not eligible to win. The drawing is subject to all applicable federal, state and local laws and regulations and is void where prohibited or restricted by law. Only one prize per person and per household will be awarded each calendar year. Gift cards are subject to the terms and conditions of the issuer. Prizes cannot be transferred, redeemed for cash or substituted by winner. Greenspring makes no representation or warranty concerning the appearance, safety or performance of any prize awarded. Restrictions, conditions, and limitations may apply. Greenspring will not replace any lost or stolen prize items.