Seminars

Smart College Planning – Helping Families Find Money for College - Webinar

Join NORTHPLACE Wealth Advisors for a College Planning Webinar! 

Tuesday, January 25th @ 5:30pm 

The following topics will be addressed: 

  • Dispelling myths surrounding financial aid qualifications
  • Understanding the formulas used to determine financial aid and what you can do to improve your chances to receive aid 
  • Understanding that in many instances, private universities may be cheaper than public universities
  • Determining which types of assets will decrease your likelihood of receiving aid and which won’t

Presented by : Ryon Frisch, MBA, CFP®, Financial Planner

CA Insurance License #0F69032

Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001, and its affiliated U.S. insurance companies. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. I may offer insurance products from insurance companies that are unaffiliated with MML Investors Services, LLC. or its affiliates. Such products are not guaranteed, endorsed or recommended by MML Investors Services, LLC, or its affiliates. 

When: Tuesday, January 25, 2022 - 5:30pm
Host: NORTHPLACE Wealth Advisors
Phone: 480-638-2100
 

Retirement Risks - Webinar

Join NORTHPLACE Wealth Advisors as they teach you how to navigate 5 Risks to your retirement.

Two Dates Available -  Wednesday 03/16/2021, 12pm or 5pm 

Why is addressing retirement risks so critical? The same financial risks you might face today may have a greater impact during retirement: 1) You will be living on a fixed income. 2) Your retirement nest egg will be a finite number. 3) You will have a shorter window of time to recover from a financial setback. 4) Many financial risks in retirement are interrelated. It is important to consider the risks you may face in retirement and understand how each risk can affect your retirement funding strategy. What are the 5 most common retirement risks?  1) Longevity. 2) Inflation. 3) Rate of Withdrawal. 4) Asset Allocation. 5) Health Care.

Presented by: Jeremy Cook CFP®, LUTCF Certified Financial Planner practitioner.

Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001, and its affiliated U.S. insurance companies. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. I may offer insurance products from insurance companies that are unaffiliated with MML Investors Services, LLC. or its affiliates. Such products are not guaranteed, endorsed or recommended by MML Investors Services, LLC, or its affiliates. 

When: Wednesday, March 16, 2022 - 12PM
Host: NORTHPLACE Wealth Advisors
Phone: 480-638-2100
Directions: "Enroll NOW" and you will receive instructions on how to join the Webinar!
 

Retirement Risks - Webinar

Join NORTHPLACE Wealth Advisors as they teach you how to navigate 5 Risks to your retirement.

Two Dates Available -  Wednesday 03/16/2021, 12pm or 5pm 

Why is addressing retirement risks so critical? The same financial risks you might face today may have a greater impact during retirement: 1) You will be living on a fixed income. 2) Your retirement nest egg will be a finite number. 3) You will have a shorter window of time to recover from a financial setback. 4) Many financial risks in retirement are interrelated. It is important to consider the risks you may face in retirement and understand how each risk can affect your retirement funding strategy. What are the 5 most common retirement risks?  1) Longevity. 2) Inflation. 3) Rate of Withdrawal. 4) Asset Allocation. 5) Health Care.

Presented by: Jeremy Cook CFP®, LUTCF Certified Financial Planner practitioner.

Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001, and its affiliated U.S. insurance companies. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. I may offer insurance products from insurance companies that are unaffiliated with MML Investors Services, LLC. or its affiliates. Such products are not guaranteed, endorsed or recommended by MML Investors Services, LLC, or its affiliates.

When: Wednesday, March 16, 2022 - 5PM
Host: NORTHPLACE Wealth Advisors
Phone: 480-638-2100
Directions: "Enroll NOW" and you will receive instructions on how to join the Webinar!
 

Estate Planning Basics - Webinar

Join NORTHPLACE Wealth Advisors as they teach you the basics of estate planning.

Two Dates Available -  Tuesday May 3rd @ 12pm or 5pm 

Estate planning is not just for the wealthy. Everyone will eventually have an estate that will need to be distributed to their beneficiaries. This session will help you:

  • Understand what an estate plan is
  • Identify tools used in estate planning
  • Become familiar with common estate planning strategies

Presented by: Jonathan Mabb RICP, LUTCF, Financial Planner, Financial Services Representative

CA Insurance Lic: #0G66333

Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001, and its affiliated U.S. insurance companies. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. I may offer insurance products from insurance companies that are unaffiliated with MML Investors Services, LLC. or its affiliates. Such products are not guaranteed, endorsed or recommended by MML Investors Services, LLC, or its affiliates. 

When: Tuesday, May 3, 2022 - 12PM
Host: NORTHPLACE Wealth Advisors
Phone: 480-638-2100
Directions: "Enroll NOW" and webinar details will be sent to you!
 

Estate Planning Basics - Webinar

Join NORTHPLACE Wealth Advisors as they teach you the basics of estate planning.

Two Dates Available -  Tuesday May 3rd @ 12pm or 5pm 

Estate planning is not just for the wealthy. Everyone will eventually have an estate that will need to be distributed to their beneficiaries. This session will help you:

  • Understand what an estate plan is
  • Identify tools used in estate planning
  • Become familiar with common estate planning strategies

Presented by: Jonathan Mabb RICP, LUTCF, Financial Planner, Financial Services Representative

CA Insurance Lic: #0G66333

Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001, and its affiliated U.S. insurance companies. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. I may offer insurance products from insurance companies that are unaffiliated with MML Investors Services, LLC. or its affiliates. Such products are not guaranteed, endorsed or recommended by MML Investors Services, LLC, or its affiliates. 

When: Tuesday, May 3, 2022 - 5PM
Host: NORTHPLACE Wealth Advisors
Phone: 480-638-2100
Directions: "Enroll NOW" and webinar details will be sent to you!