A Retirement Webinar Series
True Financial Planning with Greg Marchand
Join us every first Saturday of the month at 9 AM for a free 30-minute monthly webinar covering financial literacy, common mistakes, and live Q&A with financial advisor Greg Marchand.
A Retirement Webinar Series
New Topics Each Month
Tune in for honest conversations on how to handle retirement and financial decision-making. Each week we will cover actionable steps that can make a difference for your future, from building strong early habits to catching up later in your career.
Some of our upcoming conversations include:
- Making the Most of Your 401(k) Plans
- Understanding Social Security
- Navigating Financial Decisions as a Couple
- How Investments and Insurance Work Together
- Estate Planning Fundamentals
- Understanding the Benefits of Health Savings Accounts (HSAs)
About Greg Marchand
Greg Marchand has spent 36 years helping people figure out what to do with their money, especially as they get closer to retirement. After working with over 5,000 couples, he’s seen what works, what doesn’t, and where things tend to get confusing. His approach is simple: make things clear so you can move forward with confidence. Each webinar focuses on one topic he’s spent years helping clients navigate, all in a casual 30-minute conversation you can catch before you’ve finished your first cup of coffee.
Greg is a Certified Financial Planner (CFP), a Retirement Income Certified Planner (RICP), a Registered Social Security Analyst (RSSA), a Chartered Life Underwriter (CLU), and a Chartered Financial Consultant (CHFC).
Helpful Content
4 Ways to Automate Your Finances
Automating your finances can help you save time and money - here are four ideas.
View
Getting Your Financial House in Order: Examining Your Relationship with Money
Everyone has a relationship with money—what’s yours?
View
6 Reasons to Work with a Financial Professional
Here are six reasons to work with a financial professional no matter what life stage you’re in.
View