Financial webinars
Learn and grow
Participate in our free webinars and seminars held exclusively for Southland Members. Southland offers seminars and webinars on a variety of topics, including investments, retirement, home ownership and more.
Aim for your best financial life with a plan
Saturday, October 17 at 9:30 a.m.
Presented by Southland Investment Services
In this webinar, you will learn:
- Millennials and the need for financial planning
- Establish a budget and stick with it
- Manage credit cards wisely
- Become an investor
- Take full advantage of your workplace retirement plan
An introduction to annuities: Funding your future
Saturday, October 24 at 9:30 a.m.
Presented by Southland Investment Services
In this webinar, you will learn:
- What an annuity is and how it can provide you with supplemental retirement income beyond traditional retirement sources
- The key features of immediate vs. deferred annuities and fixed vs. variable annuities
- How to put money into and take money out of an annuity
- The different types of payout options and factors affecting payouts
Preparing for retirement
Saturday, November 7 at 9:30 a.m.
Presented by Southland Investment Services
In this webinar, you will learn:
- Where to start
- Income and expenses
- Social Security
- How much money you will need
- If you’re on the right track
Communicating your estate plan
Saturday, November 14 at 9:30 a.m.
Presented by Natalie Spiwak, Affinity Trusts
In this webinar, you will learn:
- The importance of family meetings to address estate planning openly
- Emphasizing clear and concise communication of end-of-life wishes and estate plans
- Communicating to prevent misunderstandings and conflicts among beneficiaries
- Discussing the importance of introducing trustees and beneficiaries to financial and legal teams