Everence webinar library

Welcome to our webinar library. We hope you will use these presentations to guide you through your financial journey.
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2024 Spring Webinar Series

Compass, Road, Sunset

Annuity Basics

Understand what annuities are and if they have a place in your portfolio

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Health and wellness

Retirement Income Strategies

Get the information you need to make informed decisions.

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Health and wellness

Impact Investing: Connecting your values and investments

Find your impact investments

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a person placing a coin in a piggybank

Investing 101

Get the basics to start your investment journey

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2023 Fall Webinar Series

Older people, group photo, happy, outside
Health and wellness

Retirement Income Strategies

Get the information you need to make informed decisions.

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Mar 29 lede
Health and wellness

Understanding Medicare

Get the information you need to make informed decisions.

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Happy family, group, jumping in the air, spring
Health and wellness

Protecting What Matters Most

Learn how life insurance can be part of your financial plan.

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Women, group photo

Women, wealth, and wellbeing: Creating confidence through the discomfort

Watch this informative Everence webinar to gain confidence in your financial journey no matter what life stage you are in.

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family, tree

Empower or spoil: Leaving the legacy you want

Uncover the purpose and mission of having an inheritance plan.

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Compass, Road, Sunset

Annuity Basics

Understand what annuities are and if they have a place in your portfolio

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hands holding church model

The power of missional generosity: Impacting the world through giving

Explore why we give and what inspires donors to be generous

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2023 Spring Webinar Series

Exterior of Souderton, Pennsylvania office building at nighttime with lights lit and Everence logo lit | Everence Financial, faith-based financial services
About Everence

Everence 101

Watch this recorded webinar and hear the inspiring story of Everence

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Holding green plant in hand
Faith and Finance

Invest in a Better World

Learn how your investments can make a difference in this recorded webinar.

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Mar 22 lede
Trusts and estate planning

What Will Your Final Statement Be?

Learn how your estate can be an expression of your love.

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Mar 29 lede
Health and wellness

Understanding Medicare

Get the information you need to make informed decisions.

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Planning your finances to make a positive impact

Watch this four-part recorded webinar series
floral path
Family finances

Financial planning-with a purpose

Watch this recorded webinar to hear how you can better fulfill your life mission through a comprehensive financial planning process.

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Family finances

Give now, give back, give later

Watch this recorded webinar to learn more about creative giving tools

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Family finances

Home and auto insurance tips for today

Watch this recorded webinar to hear the common risks people face today

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Family finances

Socially responsible investing

Watch this recorded webinar to learn how you can align your investments with your values.

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Managing your finances — faithfully!

Watch this four-part recorded webinar series
Women wealth and well being

Women, Wealth, and Well-being

Watch this informative Everence webinar to learn more about the "Financial Check up," and how you can apply that within your life.

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Dynamic story of Stewardship Investing

The dynamic story of stewardship investing

Watch this recorded webinar to learn how Everence is making a positive impact within the community.

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Dynamic story of Stewardship Investing

How to "ACE" your financial plan

Watch this recorded webinar to hear how your financial plan can help you align your life purpose with decisions about money.

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Retirement readiness

Retirement Readiness: Understanding your income options

Watch this informative Everence webinar about being retirement ready!

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Understanding Medicare

Understanding Medicare

Watch this recorded webinar to learn more about Medicare and how Everence can help!

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Estate planning

Estate Planning Basics

Watch this recorded webinar to learn more about the basics of estate planning

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2021 FALL FINANCES SERIES

Improving your financial picture in retirement

Watch this recorded webinar series for people who are retired (or will be soon).
Couple playing chess
Family finances

Retirement income strategies

Watch this recorded webinar to get ideas for generating an income stream that lasts throughout your retirement.

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Family finances

Making Medicare easy

Watch this recorded webinar to get the information you need to make informed Medicare decisions.

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Couple in convertible

Financial insights and tips: Steps to improving your retirement experience

Watch this recorded webinar to learn about investment and retirement options to plan for your family's future.

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2021 family finances webinar series

Balancing financial decisions and kids

Watch this recorded webinar series designed to help you prepare your finances with your family in mind.

Family finances

Financial insights and tips: Balancing financial decisions and kids

Watch this introductory recorded webinar of our four-part series, Balancing financial decisions and kids, designed to help you prepare your finances with your family in mind.

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Piggy bank on books with yellow background
Family finances

Navigating education savings for your kids

Watch this recorded webinar to learn about creative options to save for your kids' education.

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Family finances

Planning, providing and protecting with life insurance

Watch this recorded webinar to learn about your life insurance options to keep your family in the best care.

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Family finances

Investing and retirement planning for your family

Watch this recorded webinar to learn about investment and retirement options to plan for your family's future.

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2021 retirement webinar series

Charting your course to retirement

Enjoy this webinar series designed for those ages 50-70 interested in learning how to prepare for retirement.

Plant being held in front of a blackboard
Preparing for retirement

Financial insights and tips

Watch this introductory webinar to a four-part series designed to help you prepare for your retirement.

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Preparing for retirement

The final stretch to retirement: six questions to ask now

Watch this recorded webinar to discover six key questions to include in your retirement plan to make sure that you are ready.

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Preparing for retirement

Understanding long-term care insurance: an essential planning tool

Watch this recorded webinar to learn the features and benefits of long-term care insurance.

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Mature couple at an insurance consult
Preparing for retirement

Estate planning: Creating a smooth transition

Watch this recorded webinar to learn the key steps for building an estate plan that will bring clarity and direction for your loved ones.

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2020 Fall

2020 Fall Webinar Wednesdays

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Preparing for retirement

Make Medicare an easy step

Webinar two of an eleven week series

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Trusts and estate planning

Developing my estate plan

Webinar one of an eleven week series

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Health and wellness

How to enjoy your time in nursing care: Long term care

Webinar three of an eleven week series

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Budget and debt

Scam proof your finances: Defending yourself

Webinar four of an eleven week series

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Faith and Finance

Simplicity: Finding focus and decluttering our lives

Webinar five of an eleven week series

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Faith and Finance

Biblical basis for socially responsible investing

Webinar six of an eleven week series

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Faith and Finance

How, what and when: Social Security and retirement income

Webinar seven of an eleven week series

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Faith and Finance

Strategic generosity at year-end

Nine ideas to increase your charitable giving in 2020 (Webinar eight of eleven)

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Business and finance

Business transitions: How do I get out of this?

Webinar nine of eleven.

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Faith and Finance

Mutual aid in the 21st century

Webinar ten of an eleven-week series.

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Business and finance

The transformational power of investing

Final webinar of an eleven week series.

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2020 spring

2020 Spring Webinars

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Faith and Finance

Webinar: Strategic generosity in today's reality

Nine ideas to increase your charitable giving in 2020

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Piggy bank on books with yellow background
Business and finance

Fundraising in challenging times

Enjoy this webinar!

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Trusts and estate planning

What to do with your stuff: basic estate planning

Webinar one of a ten week series

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Faith and Finance

Investing God's money

Webinar two of a ten week series

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Man helping his wife walk across a gap while hiking
Preparing for retirement

Make Medicare an easy step - webinar

Webinar three of a ten week series

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Preparing for retirement

Get ready, get set and develop a game winning retirement income plan

Webinar four of a ten week series

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Faith and Finance

Corn beats cash: Farm commodities as a tool for generosity

Webinar five of a ten week series

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Health and wellness

Enough-ness: Finding contentment and learning to live in it

Webinar seven of a ten week series

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Financial services

The ABCs and 123s of Donor Advised Funds

Webinar eight of a ten week series

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Budget and debt

Master your student loans

Webinar nine of a ten week series

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Financial services

Kingdom finances and you

Webinar ten of a ten week series

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2019

Webinars from 2019

Middle aged woman on couch with computer open
Budget and debt

The new rules of money

Navigate the new economy like a pro!

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Man talking to doctor
Budget and debt

Performing a financial health check-up

You go to the doctor once a year for a physical; do it with your finances too!

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