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Pottstown Office

758 East High Street

Pottstown, PA 19464
610-970-8555

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

Financial wellness power moves in 2021: Planning tactics beyond the basics

Wednesday, January 27, 12:00-1:00 pm ET

According to The Guardian Study of Financial and Emotional Confidence™, while having a long-term plan for achieving financial objectives is a major priority for 47 percent of Americans, 81 percent don’t feel they’re good at setting up a long-term financial plan and sticking with it. What can employers do to help their employees thrive financially? Join us as our panelist dives into financial well-being tactics that go beyond the basics, including how to assess which investment opportunities are right for you, what employers can offer to help their employees optimize their financial well-being, building the right insurance portfolio to protect against the unforeseen, and identifying the appropriate tax strategy for your situation.

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. 

Women's financial well-being: Perspectives on women's financial challenges and opportunities

Airdate: December 9, 2020

According to Guardian’s Workforce 2020 report, 64% of women say money is the leading cause of stress in their lives, and only a third of women rate their financial health highly compared to 41% of men. Yet the same report found women are more likely than men to own financial wellness products like disability and life insurance and contribute to a retirement plan. Our speakers will discuss common misconceptions women have around financial and retirement planning and explore the cultural and gender-based differences driving men’s and women’s financial behavior.

 

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Conscious Connectivity©: A new way of leading through uncertainty

Airdate: December 2, 2020

The pandemic and remote work have brought unique pressures to the business environment. As a result, keeping employees engaged, connected, and communicative can be challenging for managers. Our speaker will discuss how managers can adapt their leadership style to build meaningful relationships and why that can be a stabilizing factor during turbulent times. She'll also focus on creating conversations and community through small, everyday actions - even in remote work environments. 

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Transformational Journeys: How small businesses can help build strong inclusion & diversity strategies

Airdate: November 11, 2020

According to Guardian’s 8th Annual Workplace Benefits Study, 56% of small business owners agree that creating an environment that supports inclusion and diversity (I&D) is a priority. But many don’t know where or how to begin developing an effective I&D strategy. Our speakers will discuss how I&D can achieve excellence on both the individual and organizational levels, the importance of assessing business processes to improve organizational culture, and how to ensure every moment of the employee lifecycle is inclusive.

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Planning for the Worst, Preparing for the Best: How having a buy-sell agreement can lead to an easier sale and better retirement

Airdate: October 28, 2020

When it comes to business protection strategies, one of the most important tools available to small business owners is a comprehensive and properly funded buy-sell agreement. Neal Brincefield, Financial Advisor and Managing Partner of Consolidated Planning, Inc. will discuss the misconceptions and unknowns around buy-sell agreements and how using a special purpose LLC can reduce taxes while also making your business easier to sell.

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Charting the Course: Succession planning for your business' next chapter

Airdate: October 14, 2020

Deciding when and how to sell their business is one of the most consequential decisions small business owners make. Join Michael Geeraerts of Guardian’s Business Resource Center and Andrew Hirschler from Pershing as they discuss the importance of having an effective business succession plan in place. 

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Become a talent destination: Attracting and retaining talent during COVID-19

Airdate: September 30, 2020

Attracting and retaining employees has become more important than ever during the COVID-19 pandemic. Now is the time to emphasize company culture and make changes so the workplace is a diverse, welcoming space and to put plans in place to retain your key employees. Watch our webinar to learn how to retain top talent during the pandemic and how to be more proactive on cash flow if employees don’t return to work.  

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Suicide prevention and intervention: Awareness saves lives

Airdate: September 23, 2020

Suicidal thoughts, like any mental health condition, can affect anyone regardless of age, gender, or background. Watch this webinar to learn more about the myths and facts about suicide, warning signs, and dos and don'ts if you believe someone you know is at risk. Dr. Brian Mayhugh shares some of his experiences about working with small businesses as they have dealt with the aftermath of suicide and the lasting impact it has left on organizations.  

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Your year in review: How to maximize your policy review to achieve financial confidence

Airdate: September 16, 2020

Our speakers share how to maximize the impact of a small business policy review to ensure the protections you have in place are working for you and that you know how to modify them to meet your changing situation.  

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The Wealth Factory: Improving millennial's financial literacy and wellness

Airdate: September 2, 2020

Hear Angel Rich, the founder and CEO of The Wealth Factory, discuss how her small business adapted amid the COVID-19 pandemic, what equal opportunity financial literacy means for millennials, challenges and advantages entrepreneurs have at this time and fiscal sustainability going forward.  

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Taking Care: Planning for the future of children with special needs

Airdate: Thursday, August 27, 2020

One in five working adult caregivers are caring for a child with special health care needs. Parents who balance their work with caregiving for a child with special needs are more likely to experience stress at their jobs and at home.* Watch our panel discussion with caregiving experts to hear lessons learned caring for children with special health care needs, the impact of COVID-19 on caregivers and strategies to adapt, what resources are available now, and how to plan for the future of your child with special needs and achieve financial confidence.  

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* Workforce 2020 report from Guardian's 8th Annual Workplace Benefits Study

Creating stability during COVID-19: A small business strategy for survival

Airdate: Wednesday, August 19, 2020

Millions of small companies have faced what to do when their world gets turned upside down by a game changing pandemic. Hear the story of Doris Kaiser, CEO and managing partner at Zeldis Research Associates, and learn how she and her team successfully stabilized the business when no traditional management tools or financial indicators seem to apply.

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Lessons in resilience: A small business story of re-opening and thriving during COVID-19

Airdate: Wednesday, August 5, 2020

Re-opening your business presents many challenges. Business owners are coming up with creative solutions to face heightened safety measures and to retain employees and customers during COVID-19. Join us for a discussion with small business owner Rosanna Dovgala of Sierra Health Group, who will share her company’s successes during the pandemic.

Register now