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Fall Financial Webinars with BFSG

Join a four-part Benefit Financial Services Group webinar series. As the second half of 2025 continues, BFSG representatives are excited to bring you a series that focuses on protecting your digital self, managing debt and explaining the recent tax bill, and demystifying annuities and life insurance.

  • Cybersecurity | October 29, 2025 | 10:30 AM (please note the later start time)
    • Special Guests – Patrick Hennessey & Paul Ewing, Charles Schwab
    • Learn about the current cyber fraud threat landscape and focus on things you can do to better protect yourself from those threats.
    • Register
       
  • Debt Management and Budgeting | November 5, 2025 | 10 AM
    • Learn simple, practical strategies to take control of your debt—including organizing loans, prioritizing payoffs, and understanding interest so you keep more of your money.
    • Build a realistic budget that aligns with your lifestyle, financial goals, and cash flow—without feeling restricted or overwhelmed.
    • Register
       
  • Tax Planning - What the Tax Bills Mean for You | November 12, 2025 | 10 AM
    • Special Guest – Cecilia Patterson, CPA, Tax Director, Redwitz
    • Understand what’s new: The One Big Beautiful Bill Act (OBBBA) reshaped the tax landscape for individuals and business owners. Learn which changes could impact your 2025 return and beyond.
    • Spot opportunities before year-end: From higher SALT deductions to expanded business write-offs, find out how to take advantage of new rules before December 31. 
    • Register
       
  • Understanding Annuities and Life Insurance | November 19, 2025 | 10 AM
    • Uncover the Truth Behind the Pitch: Learn how annuities and life insurance really work—from their structures and guarantees to the fine print many agents never explain.
    • Demystify the Costs and Features: Break down the layers of fees, guarantees, and investment options so you can see clearly what you’re paying for.
    • Empower Your Financial Decisions: Gain the knowledge to evaluate these products objectively and determine when—or if—they make sense for your financial goals.
    • Register