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.
2023 Financial WELLNESS Webinars
January 19
College and Beyond: Student Loans, 529’s and College Planning
Passcode: Studentloan2023!
Watch Recording
March 16
Women’s Financial Wellness
Passcode: Women’sFinance2023
Watch Recording
April 20
Social Security – What You Need to Know to Plan
Passcode: SocialSecurity2023!
Watch Recording
June 22
Raising Financially Aware Kids
Passcode: FinanceKids2023!
Watch Recording
July 20
Roadmap to Retirement
Passcode: Roadmaptoretirement23!
Watch Recording
August 17
Health Savings Accounts
Passcode: HealthSavings2023!
Watch REcording
September 21
Medicare Solutions – Plans, Options, and Overview
Passcode: Medicare2023!
Watch Recording
October 19
Trusts and Estate Planning
Register
November 16
Plan Sponsor Webinar: Common Plan Failures and Corrections
Register
December 21
Managing Unexpected Events and Expenses
Register
2022 Financially Speaking Webinars
January 20
Retirement Plan Tax Strategies – Roth, Pre-Tax, and After Tax
Passcode: January20ARC!
Watch Recording
February 17
Medicare Solutions – Plans, Options, and Overview
Passcode: Medicare22!
Watch Recording
March 17
Economic Updates for 2022
Passcode:
EconomyMarch2022!
Watch Recording
April 21
Social Security – What You Need to Know to Plan
Passcode: SocialSecurity2022!
Watch Recording
May 19
Non Traditional Investing (NFT, Crypto, and Alternatives)
Request Link
July 21
College and Beyond: Student Loans, 529’s and College Planning
Passcode: College2022!
Watch Recording
November 17
Common Plan Failures and Corrections
Passcode: PlanFailures2022!
Watch Recording
Content is intended for Plan Sponsors as a discussion on Plan Document Design.
December 8
Year-End Economic Updates
Passcode: EconUpdate2022!
watch recording
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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August 19
Simple Solutions for Staying Sharp
Password: Sharp2021!
Watch recording
