Past Webinars

7/31/2024 Building a Foundation for your Financial Plan (external YouTube link)

6/12/2024 Timeless Troubles: Common Personal Finance Challenges  (external YouTube link)

8/24/2023 Summer Money Vibes: A Propel Financial Advisors Webinar  (external YouTube link)

4/27/2023 - ESG and Sustainable Investing in 2023 (external YouTube link) 

12/14/22 - New Year Tactics: Why Your Financial Plan Needs an Overhaul Now (external YouTube link)

9/15/22 - Navigating the Dark Cloud: Planning Before & After a Loved One's Death

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7/20/22 - Midyear Market Analysis with the Propel Team

4/27/22 - Celebrate Earth Day Every Day in Your Investment Portfolio

03/17/2022 -  If It's the End of the Recovery as we Know It, Do you Feel Fine?

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6/24/2021 - Don't Call it a Comeback: A Discussion about Investing in our "Reopened" Economy

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1/27/2021 - New Year, New Strategies: Rethinking Your Savings Plan

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9/30/2020 - Copilot vs Autopilot: Who is Navigating your Financial Plan? 

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6/18/2020 - How To Cope Financially During Covid: Tools for the New Economy

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