Webinars To Guide You Through Every Process.

Need help with your rFPW accounts? Use the links below to get helpful breakthroughs on our processes.

Your rFPW

Quick walkthroughs on the basics of your rFPW account.

The Basics

rFPW OnDemand Training: Basic Training Webinar

rFPW Advanced Training – Vault:

Learn more about your rebel Financial Personal Website (rFPW). Specifically how to use your Vault more effectively to communicate with us, organize your financial affairs, and get your important financial documents preserved for posterity.

rFPW Advanced Training – Financial Planning:

Learn how to prep your rebel Financial Personal Website (rFPW) for Financial Planning. As a client of rebel Financial, one of the most powerful resources we provide you is the option of engaging us to help you with your financial planning. Whether you want/need to prepare and evaluate retirement options, fund childrens’ education, build a solid estate plan, or just review your existing plan(s), you need to enter your data and prep your rFPW so that we can effectively model these goals for you. This ondemand webinar/video will guide you through the process of preparing your rFPW so that we can help you most effectively.

Spending Tab

rFPW OnDemand Training: Spending Webinar

Learn how to prep your rebel Financial Personal Website (rFPW) for Financial Planning. As a client of rebel Financial, one of the most powerful resources we provide you is the option of engaging us to help you with your financial planning. Whether you want/need to prepare and evaluate retirement options, fund childrens’ education, build a solid estate plan, or just review your existing plan(s), you need to enter your data and prep your rFPW so that we can effectively model these goals for you. This ondemand webinar/video will guide you through the process of preparing your rFPW so that we can help you most effectively.

ACH Contributions

rFPW OnDemand Training: ACH Contributions

Learn how to prep your rebel Financial Personal Website (rFPW) for Financial Planning. As a client of rebel Financial, one of the most powerful resources we provide you is the option of engaging us to help you with your financial planning. Whether you want/need to prepare and evaluate retirement options, fund childrens’ education, build a solid estate plan, or just review your existing plan(s), you need to enter your data and prep your rFPW so that we can effectively model these goals for you. This ondemand webinar/video will guide you through the process of preparing your rFPW so that we can help you most effectively.

Need Help With Something Not Listed?

Please contact us and we would be happy to help guide you through any of our processes.

rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning, and investment management services to individual and institutional clients. To get a more detailed description of the company, its management, and practices, view our (form ADV, Part2A) and Disclosures.
Fiduciary & Fee-Only Financial Advisors and Planners

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