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  5. Financial Wellness Virtual Fair

Financial Wellness Virtual Fair

To celebrate Financial Literacy Month in April, CBP is partnering with Department of Homeland Security and U.S. Citizenship and Immigration Services to provide webinars that promote financial wellness and education.  Registration is required and attendance is limited.  Reserve your spot and sign up today!

Live Q&A: Ask a CFP Anything 

Your questions will be answered live by a certified financial planner on topics such as retirement planning, insurance planning, estate planning, and basic financial planning principles.

Date/Time: Tuesday, April 5, 2022, 12 p.m. EST

College Planning

Perhaps there’s no better legacy you can provide to a child or grandchild than to support their dreams (and help them avoid the financial burden of excessive student loan debt) by setting-up and regularly funding a 529 plan account. Let us help you put a plan in place that accurately estimates future education costs for any children and establishes achievable savings rates and investment strategies to reflect those needs.

Date/Time: Wednesday, April 6, 2022,  2 p.m. EST

Long Term Care Planning and Alternatives

Explore long term care options and how to plan for this costly care.

Date/Time: Thursday, April 7, 2022,  2 p.m. EST

Tax Planning Deconstructed

This webinar will address topics such as:

  • Tax planning vs. tax preparation
  • Strategies to minimize  your tax liability 
  • Current tax law changes
  • Impact of taxes on investment distributions
  • Common tax mistakes people make

Date/Time: Tuesday, April 12, 2022,  2 p.m. EST

Getting Fiscally Fit

During this 1-hour webinar you will learn the basic principles of cash management, roadblocks to financial success, wealth accumulation, the importance of having a financial blueprint, and discretionary income use.

Date/Time: Wednesday, April 13, 2022,  2 p.m. EST

Special Needs Children and Securing Their Financial Future

This webinar will focus on strategies and considerations when planning for your child's financial security.

Date/Time: Thursday, April 14, 2022,  2 p.m. EST

Investment Concerns in a Fragile Market

Topics during this webinar include:

  • Controlling the variables you can control
  • Why down markets create investment opportunities for the wise investor
  • How not taking advantage of market downturns can potentially deprive you of future gains
  • Evaluating your investments when the market declines
  • Behavorial biases that can get in your way

Date/Time: Tuesday, April 19, 2022,  2 p.m. EST

Social Security Explained

Social Security benefits can be confusing.  During this webinar, you will learn more about topics such as:

  • Types of benefits you are eligible to receive
  • Difference between full retirement age and delayed retirement
  • Filing for benefits
  • Retirement planning strategies
  • Annuity type distinction

Date/Time: Wednesday, April 20, 2022,  2 p.m. EST

Estate Planning and Elder Law Update

Learn more about the issues in estate planning and elder law that routinely affect individuals and families, including incapacity planning and asset protection.  Current top-of-mind estate planning considerations and legislative concerns are discussed during this well-rounded presentation.

Date/Time: Thursday, April 21, 2022,  2 p.m. EST

Life Insurance and You

This Life Insurance 101 webinar is focused on helping you understand what you may need.  Get answers to questions such as:

  • Who needs life Insurance?
  • How to analyze how much life insurance is needed?
  • What are the types of life insurance?
  • How can life insurance be used?
  • Is life insurance necessary in retirement?

Date/Time: Tuesday, April 26, 2022,  2 p.m. EST

Cryptocurrency

Understand the basics of cryptocurrency during this introductory webinar.

Date/Time: Wednesday, April 27, 2022,  2 p.m. EST

Funding Education 

Whether for yourself or a family member, funding education can be daunting.  This webinar will cover the basics and provide strategies to help you pay for an education without going broke.

Date/Time: Thursday, April 28, 2022,  2 p.m. EST

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Last Modified: April 8, 2022
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