Webinar Series 2026 - Wealth Stewards

Join us for a series of webinars exploring timely financial, estate and business planning considerations. Each session will help you identify important questions to consider and opportunities to discuss with your advisors.

Register for the session most relevant to you, or join us for all three! We would encourage you to invite any interested friends or family to join as well. We hope to see you there

Year-End Financial Checklist: Key Actions to Consider Before December 31

The end of the year is fast approaching, making now an important time to review your financial plan and consider whether there are opportunities or decisions that should be addressed before December 31. This session will highlight five key areas that could have an impact on your finances, taxes and overall planning heading into the new year.

You will walk away with a practical checklist of financial planning actions to consider before year-end.

Presented by:

1) Jay Gordon
Wealth Planning Associate

2) Vikash Jain, MSC, CFA, CFP
Wealth Advisor

Date: October 28 | 11am-12pm

Three generations of family men members discussing family office matters

5 Estate Planning Considerations for Family-Owned Businesses

Estate planning can become more complex when a family-owned business is involved. This webinar will explore five important considerations, including planning for incapacity, protecting the business through major life events, balancing inheritances among family members, the role of trusts and other planning structures, and communicating your wishes clearly.

You will walk away with a clearer understanding of the estate planning issues that can affect your business, your family and your legacy.

Presented by:
Akua Carmichael, LL.B, J.D, TEP
Vice President, Estate Planning & Services

Date: November 12 | 11am-12pm

Financial Advisor Shaking Hands With Client

Preparing Your Business for Transition

Whether you are considering a sale, succession to family or another transition, preparing early can give you more options. This webinar will explore key considerations for increasing business value, planning for tax implications, preparing financially for life after the business, and thinking through legacy and family considerations.

You will walk away with a transition planning checklist to help you identify your next priorities for preparing your business, finances and family for a future transition.

Presented by:
1) Paul Tyers, FCPA, FCA, CFP, CIM

2) Waldemar Halek
Transworld Business Advisors

3) Mark Scarrow, CPA

Date: November 27 | 11am-12pm