Propel Educational Webinars
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
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?
6/24/2021 - Don't Call it a Comeback: A Discussion about Investing in our "Reopened" Economy
1/27/2021 - New Year, New Strategies: Rethinking Your Savings Plan
9/30/2020 - Copilot vs Autopilot: Who is Navigating your Financial Plan?
6/18/2020 - How To Cope Financially During Covid: Tools for the New Economy