Financial Planning Webcasts  

navigating uncertain times 
The Northwestern Mutual Planning for Success webcast series can help you get a handle on the ever-changing financial world around you. Gain insights from Northwestern Mutual and industry experts on topics that can impact your financial security. Each webcast is approximately 30 minutes in length and includes a Q&A session.

Upcoming Webcasts 

On Demand 

 

 

 

 

Estate Planning: It’s Not Just for the Rich and Famous – Why Everyone Needs a Plan

estate planning mythsDoes the phrase “estate planning” conjure up images of old money being transferred from one affluent generation to the next?

You may be surprised to learn that you don’t have to be old or wealthy or famous to benefit from an estate plan, because estate planning is not just about the money. Estate planning is about making sure your wishes are known and honored, and achieving peace of mind – for you and your loved ones – regardless of age or net worth.
Preview the webcast now.



register buttonRegister for this webcast and learn:

  • Why all adults, regardless of age, benefit from estate planning.
  • The three core elements to start a solid plan.
  • Why do-it-yourself estate planning can be risky.
  • The impact of recent changes in federal estate tax laws.
  • How to ensure your plan remains a private matter.

Speakers:

  • Mark McLennon, JD, CPA, CLU®, ChFC®, CFP®
    Vice President – Investment Advisory Services, Northwestern Mutual
  • Ruthann Driscoll, JD, CLU®, CFP®
    Director – Advanced Planning, Northwestern Mutual

 

Previous Webcasts

Missed a webcast or want to share the information with family and friends? Follow the links below to watch a replay and to access supporting materials related to each webcast.

make your money lastMake Your Money Last: Shattering the Top 5 Retirement Planning Myths

Worried about having enough money in retirement? Thinking of working a few more years just to be sure?

Watch the replay of our webcast featuring financial planning expert Rebekah Barsch as she shares insights and tips on how to make your money last throughout your retirement.

  • Why many of the traditional approaches to retirement planning no longer apply
  • How to avoid the risk of outliving your money
  • Key steps you can take to ensure your money lasts as long as you do

Watch on-demand webcast  video icon
Webcast Q&A
Additional Tools and Resources

Navigating Uncertain Financial Times – 3 Essential Steps for Your Financial Journey

Feeling overwhelmed or even paralyzed by the current financial situation? You’re not alone. Unemployment, shrinking home values, saving for retirement and politics are the key reasons why people feel financially uncertain.

Watch the replay of our webcast featuring financial expert Bill Taylor, JD, CLU—Vice President of Financial Planning. He shares tips on how to avoid being overwhelmed and discusses what you can begin doing now to gain control of your financial situation.

Watch on-demand webcast  video icon
Webcast Q&A
Additional Tools and Resources

 

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"Northwestern Mutual” is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee WI (life insurance, disability insurance, and annuities) and its subsidiaries and affiliates. Long-term care insurance is issued by Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of The Northwestern Mutual Life Insurance Company. Securities and investment advisory programs are offered through Northwestern Mutual Investment Services, LLC (NMIS), a wholly-owned company of The Northwestern Mutual Life Insurance Company and a dually registered broker-dealer and investment adviser, member FINRA and SIPC. Investment advisory programs and trust services are offered through Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a wholly-owned company of The Northwestern Mutual Life Insurance Company and limited purpose federal savings bank. Investment products are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by, NMWMC or its affiliates and are subject to investment risks, including possible loss of the principal amount invested. The products and services referenced are offered and sold only by appropriately appointed and licensed entities and representatives of such entities. Each Financial Representative represents one or more, but not necessarily all of the entities shown. The Northwestern Mutual Life Insurance Company is neither a registered investment adviser nor a registered broker-dealer.

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