Live Interactive Financial Webinars

Join our engaging online sessions where financial planning becomes a collaborative experience. Every webinar features real-time polls, breakout discussions, and personalized Q&A moments that make learning stick.

92% Active Participation Rate

4.8 Engagement Score

15 Questions Per Session

Upcoming Interactive Sessions

Our webinars aren't lectures – they're conversations. Each session starts with a brief presentation, then opens into guided discussions where you shape the direction. We use live polling, small group activities, and real scenario planning.

August 22, 2025

Goal Setting That Actually Works

We'll work through the psychology behind why most financial goals fail, then build yours together using feedback from other participants. Expect plenty of "aha" moments as we troubleshoot common obstacles in real-time.

Live Polls Breakout Rooms Goal Workshop

Registration opens 6 weeks prior

September 18, 2025

Emergency Fund Reality Check

Bring your actual expenses and we'll calculate realistic emergency targets together. This session includes anonymous sharing opportunities where participants discuss what unexpected costs caught them off-guard.

Anonymous Sharing Calculator Tools Group Problem-Solving

Registration opens 6 weeks prior

October 29, 2025

Tracking Without the Stress

Many people find financial tracking overwhelming. We'll explore different approaches through interactive demos, letting you test methods during the session. Participants often leave with a completely different tracking strategy than they came in with.

Live Demos Method Testing Peer Feedback

Registration opens 6 weeks prior

Experience Interactive Learning

Our webinars transform traditional online learning. Instead of passive listening, you'll participate in polls, share insights in small groups, and work through real scenarios with guidance from both instructors and peers.

Beyond Traditional Q&A

Our question-and-answer sessions feel more like focused discussions. We encourage follow-up questions, build on each other's experiences, and often spend time exploring scenarios that emerge naturally from participant interests.

Voice conversations in smaller breakout groups
Anonymous question submission for sensitive topics
Follow-up discussion threads that continue after sessions
Scenario planning exercises with peer input
Real-time polling to guide conversation direction

Nayeli Thornfield, Lead Facilitator

Former financial advisor who believes the best learning happens through conversation, not lectures. Known for turning complex topics into engaging group discussions.

28 Average Questions Per 90-Min Session

85% Participants Who Speak During Each Webinar

12 Minutes Average Response Time to Questions