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Webinars
Live each month. On demand anytime.
Each month’s live webinar takes a deeper dive into the topic of the month. Sessions are led by the Pathwise Financial Wellness Team with subject-matter experts such as financial advisors, CPAs, tax professionals, insurance specialists and estate planning attorneys.
Upcoming
Save your seat
Live webinars are planned for the 3rd Wednesday of each month, online. Time to be announced.
Live webinar
NOV
18
Wednesday, November 18, 2026
Online (Zoom) · 1:00 PM ET / 10:00 AM PT
Gratitude, Giving & Year-End Planning
In this session, you’ll learn:
- How to reflect on this year's progress and set your intentions for the next one
- Ways to think about charitable giving as part of your overall financial plan
- A year-end planning checklist: what to review and what questions to bring to your tax professional
- How retirement plan contributions and distributions fit into your year-end review
Live webinar
DEC
16
Wednesday, December 16, 2026
Online (Zoom) · Time to be announced
Year-End Financial Wrap-Up & Looking Ahead
In this session, you’ll learn:
- A financial year-end checklist you can use right away
- How to review and celebrate your progress from this year
- Which deadlines are worth checking before the year ends, and who to ask
- Simple steps to organize your finances and build momentum into 2027
Registration link coming soon
On demand
Watch on your schedule
Replays open on Vimeo. Grab a coffee and press play.
On demand · Feb 2026
17:08
Taking Control of Your Cash Flow and Debt
February Financial Wellness Webinar on budgeting, cash flow and debt strategy.
Watch the replay →
On demand · Jan 2026
24:41
Financial Reset & Goal Setting
January 2026 Pathwise Financial Wellness Webinar: starting the year with a reset and clear goals.
Watch the replay →
On demand · Apr 2025
29:52
Estate Planning and Your Financial Wellness
April 2025 full webinar from the Estate Planning series.
Watch the replay →
On demand · Jan 2024
25:42
Financial Wellness 101
A recorded introduction to the building blocks of financial wellness.
Watch the replay →
On demand · Sep 2023
11:19
2026 series
A year of topics, month by month
From the 2026 Pathwise Financial Wellness Calendar & Engagement Plan. The 2027 webinar series will be posted here.
Mar 2026
Tax Planning & Smart Filing
Webinar Mar 18
Apr 2026
Emergency Savings & Risk Protection
Webinar Apr 15
May 2026
Investing Basics & Long-Term Growth
Webinar May 20
Jun 2026
Mid-Year Financial Check-In
Webinar Jun 17
Jul 2026
Family, Guardianship & Education Planning
Webinar Jul 15
Aug 2026
Insurance Planning & Benefits Optimization
Webinar Aug 19
Sep 2026
Retirement Planning at Every Age
Webinar Sep 16
Oct 2026
Estate Planning & Legacy Preparation
Webinar Oct 21
Nov 2026
Gratitude, Giving & Year-End Planning
Webinar Nov 18
Live · Nov 18
Dec 2026
Year-End Financial Wrap-Up & Looking Ahead
Webinar Dec 16
Up next · Dec 16
Short videos
New here? Start with two minutes.
Get support
Questions after a webinar?
Book a complimentary Financial Wellness Concierge meeting and talk through how the topic applies to you.
Assess
SAGE Financial Wellness assessment · 3–5 minutes