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Financial Webinars

Our webinars provide an opportunity to learn directly from ProVise advisors about the financial topics that matter most.
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40 Years of Financial Planning with Founder Ray Ferrara

Our Latest Financial Webinars

Explore recent webinars where our advisors share timely insights and practical guidance on today’s most important financial topics.

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CEO Eric Ebbert sits down with ProVise founder Ray Ferrara to reflect on 40 years of financial planning, mentors, market crises, and the future of advice.

40 Years of Financial Planning with Founder Ray Ferrara

CEO Eric Ebbert sits down with ProVise founder Ray Ferrara to reflect on 40 years of financial planning, mentors, market
Understanding Medicare webinar post of a 65 year old couple discussing webinar on a park bench.

Understanding Medicare: What You Need to Know Before Enrolling

Medicare can feel confusing, especially as you approach retirement. In this webinar, Financial Planner, Peter Seriano, CFP®, breaks down the
2026 Market Outlook Webinar

2026 Market Outlook Webinar

In our 2026 market outlook webinar, Eric and Daniel cut through the noise and shared their takes on what you
Image of a social security card on a brown table. The image is slightly blurred and is used for the purpose of representing social security and retirement.

Social Security and Retirement: What You Need to Know Before You Claim

Between 60 and 67? Our Social Security and Retirement, explains how to claim Social Security in a way that supports
Understanding the One Big Beautiful Bill Act (OBBBA) Webinar

How the One Big Beautiful Bill Act (OBBBA) Could Impact Your Retirement, Taxes & Investments

The One Big Beautiful Bill Act brings sweeping changes to the tax code that could directly impact your income, retirement,
Taxes and Retirement Webinar

Retirement & Taxes: Strategies to Keep More of Your Money

In this exclusive webinar we’ll break down key tax strategies to help you maximize your retirement income and minimize unnecessary
Crafting a Customized Education Financial Plan - ProVise Management Group

Navigating the Maze: Crafting a Customized Education Financial Plan

This 30-minute webinar aims to guide you as you craft your custom education financial plan for your child’s future.
Smart Strategies for Funding Education College Planning - ProVise Management Group

Smart Strategies for Funding Education: Saving, Investing, and Financial Aid

Calling all parents! Don't miss this opportunity to learn how to navigate the complexities of funding your child's education.
Laying the Foundation Understanding the Landscape of Education Costs - ProVise Management Group

Laying the Foundation: Understanding the Landscape of Education Costs

This short webinar aims to provide valuable insights that empower your decisions regarding your child's educational future.
Longevity: The Greatest Risk in Retirement featured image.

Longevity: The Greatest Risk in Retirement

What is the greatest risk they will face in retirement? Inflation, stock market risk, higher taxes, or the cost of
What is ESG Investing

What is ESG Investing?

What is ESG Investing? Ray Fererra, CFP®, and Daniel Mannix, CFA®, explain what Environmental Social and Governance (ESG) investing is

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