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On Demand Webinars

We understand life can get crazy. It can be hard to chisel out a specific time to join a webinar. That is why we offer on-demand webinars that work around your schedule so you can live your life and take control of your finances. Below you will find some of our recent webinar.

When you click "Register Today" you will be prompted to fill out a form asking for your name and email address. The reason we ask for this information is to be able to send you the video link. 

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Last Chance Financial Planning

So much can change in a year! Those changes can affect our finances in ways we don't expect. Are you financially ready to start 2023? On November 15th we will help you navigate how your finances may have changed this year and moves you can make right now to position yourself well heading into 2023. Join us as we discuss areas of your financial life that you should to consider while preparing to head into 2023.

Register Today
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November Market Update

What does spending life well mean to you? We believe a part of spending life well means knowing your finances are being managed by people you trust and are working to give you a better future. On the first Saturday of the month members of the ClearVista Financial Team will update you on what the market is up to, offer professional advice, and discuss strategies to manage your wealth well.

Register Today
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Unlocking Social Security and Medicare

Stop leaving thousands of dollars on the table! Social Security is one of the most important aspects of retirement, but it’s also one of the most complex. There are pitfalls to avoid and opportunities to seize that aren’t always common knowledge. To factor Social Security into your retirement plan, you should know how to potentially maximize your benefits and how much income you may need from other sources to be financially comfortable during retirement. We look forward to teaching you how to get every dollar you deserve.

Register Today
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October Market Update

What does spending life well mean to you? We believe a part of spending life well means knowing your finances are being managed by people you trust and are working to give you a better future. On the first Saturday of the month members of the ClearVista Financial Team will update you on what the market is up to, offer professional advice, and discuss strategies to manage your wealth well.

Register Today
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September Market Update

What does spending life well mean to you? We believe a part of spending life well means knowing your finances are being managed by people you trust and are working to give you a better future. On the first Saturday of the month members of the ClearVista Financial Team will update you on what the market is up to, offer professional advice, and discuss strategies to manage your wealth well.

Register Today
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