Webinars

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 […]

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 […]

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 […]

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? […]

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 […]

By Melissa Joy, CFP®, CDFA® / June 18, 2021

In this webinar Julie Shumaker, President of Dexter Community Fund and Melissa Joy, CFP®, President of Pearl Planning discuss tax-aware […]