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Pottstown Office

758 East High Street

Pottstown, PA 19464

Small Business Webinar Series

We are here to help small businesses navigate these uncertain times. This series of webinars, sponsored by Guardian, is designed to provide you with support and guidance from professionals to help safeguard your business, your workers, and you and your family.


Upcoming webinars

Client Centered

Representation Matters: Reflections on leadership and legacy

Wednesday, February 24, 12:00-1:00 pm ET

According to the 2018 Prudential Financial Wellness Census, only 30% of Black Americans said they felt on track to meet their financial goals. While there are many factors at play, it illustrates the need for more inclusion and representation in the financial services industry. 

In honor of Black History Month, join us for a panel discussion featuring perspectives from Black financial professionals on: 

  • Building a purpose-driven career as a personal wealth advisor.
  • Effective leadership, mentorship, and the importance of representation in the financial services industry.
  • Financial planning considerations and potential pitfalls for clients of color.

Submit your questions when you register. Also, even if you can't attend the live event, register and you'll receive a link to the on-demand replay within hours of the webinar concluding. 

Register now

Previous webinars

To view on-demand replays of previously recorded webinars, follow the link and register (or re-register) and you will be taken to the video. 

Our Process
A New Day in D.C.: Financial implications of the Biden administration
Watch now
Our History
Financial wellness power moves in 2021: Planning tactics beyond the basics
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Our Values
Women's financial well-being: Perspectives on women's financial challenges and opportunities
Watch now
Our Resources
Conscious Connectivity©: A new way of leading through uncertainty
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Our Process
Transformational Journeys: How small businesses can help build strong inclusion & diversity strategies
Watch now
Our History
Planning for the Worst, Preparing for the Best: How having a buy-sell agreement can lead to an easier sale and better retirement
Watch now
Our Values
Charting the Course: Succession planning for your business' next chapter
Watch now
Our Resources
Become a talent destination: Attracting and retaining talent during COVID-19
Watch now