Technology is a wonderful thing, but what if you need to speak to an actual person?
Join our expert staff — including our coaches, CFPⓇ Professional, and customer service experts — as well as fellow community members, for Boldin office hours on a regular basis as you build and enhance your Plan.
Daytime and evening webinars are held on a regular basis
Log on with Zoom and ask anything you want to know about how to use the tool. Or, just hang out and learn from everyone else’s questions!
Topics may include:
- Answers to your questions
- Detailed explanation of how to model your specific plan details
- Explanation of the Planner’s operations and features
- Guidance on how to get the most out of our planning tool
- Financial literacy, personal finance, and financial wellness tips
- Collaboration with other users
- Demonstration of planner features
- Newly released features
- Features in development
- User requests
Register in the Boldin Classroom
Past Webinars
Are you looking for a way to convert more money to Roth accounts without increasing your income? Guest panelist Tyler Aubrey, CFP® at Define Financial will join the Boldin team to discuss a strategy that leverages Donor-Advised Funds and Roth Conversions to maximize your tax savings.
Thursday, October 14, 2021
The recording is not yet available, please check back later.
Are you interested in learning about Solo 401(k)s for owner-only businesses? The Boldin and Ubiquity Retirement + Savings teams will teach you how to use a Solo 401(k) as part of your retirement plan, early retirement distribution strategy, and Roth conversion strategy!
Thursday, September 23, 2021
Past Event Recording
Are you wondering how to prepare for retirement? Boldin and Roger Whitney will discuss what to focus on when you, or someone close to you, are within 5 years of retirement. Roger is a CFP, podcast host, and passionate about helping people Rock Retirement!
Thursday, April 22, 2021
Past Event Recording
Are you wondering how to have a wealthy mindset in 2021? JL Collins’ offers easy-to-understand, effective tips, and resources to understand your finances with confidence. He is a straight shooter who shares his own experience on what works for investing and what to avoid.
Thursday, January 21, 2021
Past Event Recording
Are you overwhelmed with all the decisions you have to make about retirement? Do you want simple ways to move forward with confidence and clarity? Join us for “5 Valuable Planning Tips for 2021″ with Roger Whitney! Roger is the voice behind “The Retirement Answer Man” Podcast, a CFP for 25+ years and he wrote an entire book on how to “Rock Retirement!”
Thursday, December 10, 2020
Past Event Recording
What’s the difference between retirement and Financial Independence? ChooseFI’s community leader, Stephen Heptig, will join Boldin to discuss similarities in Retirement and Financial Independence goals and talk strategies that allow you to take control of your time and money.
Thursday, October 15, 2020
No recording is available. We apologize for the inconvinence.
