May 14th | 12:00pm (CT)
Artificial Intelligence is becoming part of everyday life—from how we search for information to how businesses operate behind the scenes.
In this webinar, we’ll take a practical look with guest speaker, Andrew Brzezinski, at how AI is being used in the real world, highlight both opportunities and concerns, and help you better understand how it may impact your life moving forward.
March 5th | 12:00pm (CT)
During this webinar, our team explored practical insights and strategies to help women grow in financial confidence and awareness.Whether you are a seasoned investor or just beginning to take a more active role in your finances, this recorded presentation offers helpful insights for women in every stage of life.
January 22nd | 12:00pm (CT)
The 2025/2026 tax season is upon us and our team is here to help you prepare!
In this webinar, our team walks through some important tax updates and considerations you should know to better prepare for the year ahead, as well as how to access necessary documents in Account View.
November 20th | 12:00pm (CT)
As we wrap up 2025, it's important to make sure we are on track to meet deadlines, make any final decisions, and plan ahead for 2026. Check out this webinar replay for an insightful conversation with our Harvest Point® advisors over important 2025 year-end reminders, deadlines, and considerations.
October 23rd | 12:00pm (CT)
"Fall Into Order" and learn some new organization techniques by watching our fall webinar replay featuring Steph Marie Solutions! Steph shared practical tips and proven strategies to bring order, simplicity, and peace to your home and daily routines. Whether you need to tidy a closet or completely transform your home's organization strategy, this replay will help you brainstorm solutions to transform your space. It’s the perfect way to embrace a fresh start!
September 18th | 12:00pm (CT)
If you have ever wondered how you can be tax-efficient while supporting organizations and ministries you care about, you need to check out this webinar replay featuring guest speaker, Matt Farmer, President of National Christian Foundation Heartland! From DAFs to QCDs, this webinar will provide beneficial insights for what you need to know to to give generously while potentially receiving tax benefits this season.
June 10th | 12:00pm (CT)
In today’s digital age, protecting your wealth goes far beyond traditional planning. Join us for an educational conversation with Mark Hurley, CEO of Digital Privacy & Protection, as we explore the hidden cyber risks that threaten high-capacity families. You’ll learn how cyber criminals find vulnerabilities, the most common mistakes families make, and practical steps to safeguard your identity, accounts, and loved ones. Featuring insights from former FBI agents and cyber-warfare experts, this session offers clear, actionable strategies to protect what matters most. Equip yourself—not alarm yourself—with knowledge that empowers.
April 30th | 12:00pm (CT)
What happens when we can't do it all anymore? As we age, our lifestyles may become more complicated with different routines, medication, schedules, goals, and daily needs. There may come a day when you can no longer provide the level of care for yourself that you or your family need, and if this is the case, you should consider your long-term care options. Check out our recent webinar replay today!
February 27th | 12:00pm (CT)
Wish you knew some practical ways to stay active even in the comfort of your own home? Physical Therapist, Justin Scherff, PT, DPT shares some healthy habits and exercises you can do at any skill level! Collin Miller, CFP® also dives into an office and market update for 2025. Don't miss this webinar replay!
January 29th | 12:00pm (CT)
Tax season is upon us! Listen now as we cover office and market updates, as well as tax season updates and tips for the 2024/2025 cycle.
December 12th | 12:00pm (CT)
Do you wish you understood more about estate planning and what it means for you? Check out this webinar replay as we first cover office & market updates, as well as dive into the importance and process of estate planning. We are grateful to have guest speaker, Noah Ridgway, Partner of Hagenow Gustoff Karas & Ridgway LLP, share how you can establish or update your very own estate plan.
August 22nd, 2024 | 12:00pm (CT)
We hope you enjoy this knowledge-packed webinar that Harvest Point® Wealth Management & the LPL Advisory Securities Team recently hosted to inform you more on AI & cybersecurity in today's technological world.