Young Investors Webinar Library
Our Young Investors Webinar series aims to give young investors the tools and knowledge they need to start building helpful wealth management habits and goals. The replays contain the video recording, PDF slides, and summary of each call.
Investing in Your Future
A Guide to Investment Vehicles
January 2026 - Senior Wealth Advisor, Tim Pennino, CFA and Wealth Advisor, Andrew Bratina introduce investment vehicles, how to access them, and considerations to take when investing.
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Investing in Your Future
Budgeting and Saving for Success
November 2025 - Senior Wealth Advisor, Nicole Polanco, CFP® and Senior Client Services Associate, Grace Harlan dive into understanding your income, building a budget, and investing within your budget.
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Investing in Your Future
Frequently Asked Questions - Credit, Taxes, & Life Insurance
July 2025 - Senior Wealth Advisor, Jenny Shults, CFP® and Wealth Advisor, Jake Hianik, CFP® introduce building credit, investment taxes, and life insurance.
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Investing in Your Future
Mind Over Market Corrections
April 2025 - Senior Wealth Advisor, Byron Mandell, CFP® and Senior Client Services Associate, Anna Read introduce market corrections, investor psychology, and finding both opportunity and risk mitigation in down markets.
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Investing in Your Future
Don’t Light Your Money on Fire - How to Navigate Interest Rates
January 2025 - Senior Wealth Advisors, Nicole Polanco, CFP® and Patrick Wade, CFA discuss interest rates, inflation, their impact on your wealth, and actionable steps to protect your wealth.
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Investing in Your Future
Building a Foundational Portfolio
October 2024 - Senior Wealth Advisor Tim Pennino, CFA and Senior Associate, Client Services Peter Steigerwald discuss optimizing investment placement, asset classes, and portfolio strategies.
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Investing in Your Future
Navigating Your Financial Lifecycle
August 2024 - Senior Wealth Advisor Byron Mandell, CFP® and Wealth Advisor Jake Hianik, CFP® discuss account types (including Traditional and Roth 401(k)s and IRAs) and the stages of the financial lifecycle.
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Investing in Your Future
Prepare Yourself For a Lifetime of Financial Success
April 2024 - Senior Wealth Advisor Patrick Wade, CFA and Wealth Advisor, Jenny Shults, CFP® discuss the current state of financial advice, the importance of defining your goals, and building wealth in action.
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Young Investors Webinar Series
Share Your Ideas With Us.
Our Young Investors Webinar is held quarterly and aims to teach new professionals how to build a foundation to support their unique financial needs and long term goals. Each installment of this series focuses on financial concepts and insights that are key components to optimizing your wealth.
If you have ideas for future topics of the Young Investors Webinar Series, please share your thoughts using this form.