Webinars

Educational Webinars

Explore practical webinars designed to help you make informed financial decisions with greater confidence. Covering topics such as investing, retirement, taxes, estate planning, market updates, and behavioral finance, these sessions provide clear, actionable insights to help you build long-term financial well-being.

Celebrate Spring – Mary's Way

A unique three-part wellness series created to help you welcome spring with renewed energy and purpose. Through conversations with experts in organization, mindfulness, and movement, discover practical strategies to clear your space, calm your mind, and cultivate habits that support a prosperous and happy life.

The Black Belt Investor

Based on Mary's book The Black Belt Investor, this webinar series explores the emotional side of money and investing. Learn how to build resilience, strengthen your relationship with money, navigate uncertainty, and develop the habits that support long-term financial success.

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The first 60 days of the Trump presidency. A look at the markets and where we're at now.

 

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New Capital Gain Inclusion Rate, Insurance and Estate Planning. What has changed? How can your clients benefit?

 

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Celebrate De-Confinement Mary's Way: De-Clutter

 

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Celebrate De-Confinement Mary's Way: Clear Your Mind

 

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Celebrate De-Confinement Mary's Way: Get Energized

 

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Making a Plan and Sticking to it, Working in Your Financial Dojo

 

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Protecting Yourself and Your Wealth During and After a Crisis

 

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Building Mental Resiliency – Overcoming the Emotions of Investing

 

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Talking About Money With Loved Ones, Every Day and in a Time of Crisis