HomeCategoryCategory: Videos

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VideosMay 2025 Financial Wellness Presentation

May 27, 20251 min

Join Shepherd Financial for a complimentary webinar to discuss the two types of 529 Plans, how they work, and their benefits.

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VideosApril 2025 Financial Wellness Presentation

May 13, 20252 min

Learn more about the market by reviewing the past quarter, highlighting economic trends, and examining current market conditions.

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VideosMarch 2025 Financial Wellness Presentation

April 1, 20252 min

Discusses the key terms about student loans, repayment options and how payments are applied, important tax information, and how to tackle your student loan debt.

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VideosFebruary 2025 Financial Wellness Presentation

April 1, 20251 min

Discusses the importance of creating and following a budget, implementing different strategies for paying off debt, and how to build an emergency fund.