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.
Basics of investing
Saturday, June 6 at 9:30 a.m.
Presented by Southland Investment Services
In this webinar, you will learn:
- Investment fundamentals, including the effects of inflation and compounding
- How to identify financial goals and time horizons
- How to measure your risk tolerance, and the relationship between risk and return
- The difference between cash equivalents, bonds, stocks and mutual funds, and the importance of asset allocation
Insurance for different stages of life
Saturday, September 12 at 9:30 a.m.
Presented by Southland Investment Services
In this webinar, you will learn:
- Why you should consider life insurance
- Determining your needs
- Options and benefits for business owners
- Assessing potential risks
- Strategies for different life stages and circumstances
Living trusts and estate planning
Saturday, September 19 at 9:30 a.m.
Presented by Natalie Spiwak, Affinity Trusts
In this webinar, you will learn:
- Why a living trust is so important for homeowners
- What the difference is between a living trust and a will
- How to avoid the costly, public and time-consuming probate process
- How to plan for incapacity and protect your family
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