Q3 2022 Market Performance Review

An overview of how the markets performed during the third quarter of 2022, how the Federal Reserve policy may affect returns, and how investors can best prepare for what lies ahead.

Q2 2022 Market Performance Review

An overview of how the markets performed during the second quarter of 2022 and perspective on market volatility, inflation, and interest rates.

Digital Assets In Estate Planning

An overview of digital assets, cryptocurrency, and recommendations on how to effectively account for them in your estate plan.

Q1 2022 Market Performance Review

Review Q1 '22 market performance with an expert eye and have common investment questions answered.

2021 - Year in Review

Find out the biggest market stories of 2021, and how last year’s financial news is still shaping the present.

Q3 Market Update

Find out where the market stands and what it means for your portfolio.

Aging Gracefully

Discover how you can ensure your retirement is as smooth and peaceful as possible in this free webinar.

Charitable Giving

Find out how charitable giving can be personally and financially meaningful in your life.

Conserving Maryland's Environment

Discover the risks facing Maryland’s ecosystems and what you can do to help.

Environmental, Social, & Corporate Governance Investing

Find out what sustainable investing is all about, and how it relates to your portfolio.

Economic Update

Explore recent economic news and data, and learn about the implications it may have for your investment portfolio.

Investing For Women

Gain insight into the common financial hurdles that women face, and explore key strategies to help you become a successful investor.

Meet the Bay Point Wealth Team

Thinking of hiring a financial advisor? Watch our webinar to learn more about the Bay Point Wealth partners and how they help clients.

Medicare: What You Need to Know

Looking to gain valuable insights regarding Medicare issues? Get expert advice on all things Medicare in this informational webinar.

Probably Shouldn't Have Done That!

Watch our free webinar to learn about common financial planning mistakes and how to avoid them.

Q1 2021 Market Performance Review

Review Q1 market performance with investment experts in this free webinar.

Business Succession Planning

Thinking about creating a business succession plan? Watch our free webinar to find out why you need a succession plan and what is involved in establishing a plan.

Senior Care Planning

Caring for an aging parent or wondering about your own care options? In this webinar, you’ll learn how to develop and implement a senior care plan.

Estate Planning 101

Wondering whether you need to create or update your estate plan? In this webinar, you'll learn how an effective estate plan can create clarity, efficiency, and preserve family relationships.

A Look Back at 2020

2020 was a tumultuous year on many fronts. Watch our free webinar to find out how the markets responded to the year’s unprecedented events and what it can teach us about improving our investment experience going forward.

Employer Retirement Planning in 2020/2021

Thinking of starting an employer retirement plan soon? In this webinar, you’ll learn what’s changed about setting up a plan during the COVID-19 pandemic.

Long Term Care Planning During a Pandemic

Watch our free webinar on long term care planning to find out how COVID-19 has changed the playing field, and get expert advice to determine the best option for you.

Elections,
Politics,
and your Investments

Watch our free webinar to find out how the upcoming elections affect your investments and if you should make any changes to your portfolio.

Don't just save money and hope for the best.

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