Planning for retirement can be challenging, but your retirement goals can be much easier to reach with a little education and discipline. We’ve curated these resources for you to help you on your way.

2022 Financially Speaking Webinars

January 20

Retirement Plan Tax Strategies – Roth, Pre-Tax, and After Tax

Passcode: January20ARC!

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February 17

Medicare Solutions – Plans, Options, and Overview

Passcode: Medicare22!

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March 17

Economic Updates for 2022


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April 21

Social Security – What You Need to Know to Plan

Passcode: SocialSecurity2022!

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May 19

Non Traditional Investing (NFT, Crypto, and Alternatives)

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July 21

College and Beyond: Student Loans, 529’s and College Planning

Passcode: College2022!

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August 30

Economic Updates

Passcode: Economy2022!

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September 15

Health Savings Accounts

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October 20

Rising Tax Risks

Passcode: TaxRisks2022!

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November 17

Common Plan Failures and Corrections

Passcode: PlanFailures2022!

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Content is intended for Plan Sponsors as a discussion on Plan Document Design.

December 8

Year-End Economic Updates

Passcode: EconUpdate2022!

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2021 Financially Speaking Webinars

January 26

Tax Advantage Savings Accounts

Password: 9AsZaGsR

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February 10

Raising Financially Aware Children

Password: uZVWYgW7

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April 29

Life Insurance Basics

Password: Life@101

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May 20


Password: @crypto2021

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June 24

Student Debt

Password: @studentdebt2021

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July 14


Password: JPMinflation21$

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July 29

Buying a Home

Password: $ARCmortgage21

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August 19

Simple Solutions for Staying Sharp

Password: Sharp2021!

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