Webinars

Why Elections Matter for Your Money: Video Replay with Key Insights for Investors

By Melissa Joy, CFP®, CDFA® / October 25, 2024

With the 2024 presidential weeks away, you may be wondering how the election results may impact your finances and money. This quarter’s Pearl Planning investment and economic update webinar focuses […]

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Summer Economic Update Webinar

2024 Summer Economic Update (Webinar)

By Melissa Joy, CFP®, CDFA® / July 12, 2024

Feeling a bit overwhelmed by today’s economic ups and downs? We’ve got your back! On this Summer Economic Update webinar, we’ll break it all down for you. Melissa Joy, CFP® […]

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How to Retire Comfortably In Your 50’s: Everything You Need to Know (Webinar)

By Melissa Joy, CFP®, CDFA® / June 18, 2024

Are you worn out and wondering if you could leave your full-time job ahead of schedule? Or, do you worry about needing to retire for reasons outside of your control? […]

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2024 Spring Economic Update (Webinar)

By Melissa Joy, CFP®, CDFA® / April 24, 2024

In this webinar, Pearl Planning President and Financial Advisor, Melissa Joy CFP® explores the impact of inflation, what is happening in the market this year, and how upcoming elections may […]

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2023 Year-End Planning Webinar

By Alexa Kane, CFP®, CDFA® / November 10, 2023

Watch our 2023 Year-End Planning Webinar replay. What are your most important financial decisions for now and next year? Melissa Joy, CFP® and Alexa Kane, CFP®, update you with important […]

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Michigan MESP 529 Savings Plan – Everything You Need To Know – Webinar Replay

By Alexa Kane, CFP®, CDFA® / November 8, 2022

Watch our webinar replay topic of college savings. The presentation will cover specifically the Michigan MESP 529 Savings Plan as well as college costs and future projections. Jennifer Uhlar, Sr. […]

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