What's Your Plan?TM
Thursday, February 27th - Noon EST
Managing Mortgages: A Guide to Borrowing in Today's Market
Navigating today’s ever-changing mortgage landscape can be confusing. Fixed or variable rates, jumbo loans, income qualifications, and tapping home equity are all considerations for both new and existing mortgage holders.
Join Dan Galli, CFP®, Karen Van Voorhis, CFP®, and mortgage specialist Donna McKeown, Senior Loan Officer, Movement Mortgage, as they discuss frequently asked questions, common pitfalls, and the current state of the borrowing environment.
Thursday, April 10th - Noon EST
Estate Settlement: How to Make Post-Death Administrative Work as Simple as Possible
Wrapping up administrative and financial matters after the death of a loved one has become much more complex and time-consuming than it was a generation ago. Executors and personal representatives are often surprised at how much work is involved, and how much there is to learn along the way.
Join Dan Galli, CFP® and Karen Van Voorhis, CFP®, as they share their knowledge of the estate settlement process, and take away tips that you can use now, to more simply structure your own estate or that of a family member.
Thursday, June 12th - Noon EST
No Kids? Building a Support Team and Planning For No Family Assistance
Childless and childfree couples are making up a larger and larger part of the population, and this demographic group has particular challenges when it comes to financial and life planning. Even with financial security, planning for physical care and financial oversight is more challenging, without immediate family members in the picture.
Join Karen Van Voorhis, CFP®, as she explores concerns that are particular to this demographic group, and to talk about solutions to be considered.
Thursday, August 7th - Noon EST
Why a Financial Planner Should Be the Center of Your Financial World
In recent decades, financial planners have increasingly become the hub of a family’s financial life. Learn how the field of financial planning has evolved over the years, and understand how we differ from – and coordinate with – investment managers, bankers, accountants and other support professionals.
Join Dan Galli, CFP® and Karen Van Voorhis, CFP®, as they discuss financial planners, the field of financial planning, and how working with a financial planner can bring value to you and your family.
Thursday, October 9th - Noon EST
Paying for College: Financial Complexities and Other Considerations for Families
College is expensive, and financial aid can be confusing. Should you be saving, borrowing or thinking about less expensive educational options? We’ll explore how to bes manage your family’s financial situation given your child’s potential college profile, and learn mo e about what options are available to you.
Join Dan Galli, CFP®, Karen Van Voorhis, CFP®, and college planning expert Todd Weaver, President, Strategies for College, as they discuss the complexities of affording college, and outline strategies that families can use.
Thursday, December 11th - Noon EST
Cool and Important Stuff to Know for Year's End
Join Dan Galli, CFP® and Karen Van Voorhis, CFP®, as they review what’s happened in 2025, outline potential year-end activities and strategies, and discuss upcoming changes for 2026.
