Financial education – webinar replays

Maximize your 401(k): Essential tips for saving
Set your future self up for success by exploring how to make the most of your retirement savings. This session covers the importance of a 401(k) plan and shares helpful tips for how you can maximize it. Plus, we go over potential tax benefits, setting a savings strategy, choosing investments, and more.

Retirement readiness: Planning at every stage of your career
Help set yourself up for success by learning how your savings strategies may change throughout your career. Watch the webinar to learn the importance of early planning, setting and achieving retirement goals, and managing your finances as you approach retirement.

5 ways you can save for retirement today
There are many ways to enjoy your time in retirement, and many saving options to help you get there—from a 401(k) and IRA, to an HSA and an annuity. Learn the benefits of each and which options may be right for you.

Roth vs pretax contributions
If you're like many people, you may have heard about Roth contributions but might not really know what they are or why you may use them to help you save for retirement. Learn more about what you should consider as you choose the option that's best for you.

Keep your credit on track: Tips, myths, and to-dos
Managing credit and debt wisely can make a big difference in your financial health. In this webinar, you’ll learn tips for building and rebuilding your credit, common credit score myths, and simple strategies that can help you pay down debt.

Your mid-year financial wellness checkup
Since we’re about halfway through the year, now is a great time to check in on your finances. Review a five-step checklist designed to help you track your financial goals.

Teaching kids smart money moves and saving habits
Talking to kids about money doesn’t have to be complicated. Learn how you can navigate these conversations with your children and make them a normal part of your daily lives. Supporting your child and helping them take steps toward financial success can be so rewarding

Navigating raising children and caring for aging parents
No matter what life stage you’re in—whether you’re preparing for a baby, raising children, or caring for your aging parents—there are many financial resources at your disposal that can help alleviate stress and financial burdens along the way.

Budgeting basics—discover ways you can budget better
As you begin your financial wellness journey, creating and sticking to a budget can be a great first step in practicing basic money management habits. Budgeting can also be a good way to help you achieve your short- and long-term financial goals—from paying off credit card debt, to saving for a down payment on a home.

How to navigate retirement while paying for college, with Jean Chatzky of HerMoney.* (View video transcript)
Watch this workshop to get Jean’s expertise on tackling one of life’s most challenging financial balancing acts. You’ll learn why you should consider prioritizing retirement savings & tips to help you stay on track, how to break down college costs to fit your goals, and the power of a 529 plan and other options for paying for college.

Staying the course: Navigating market ups and downs
We’re committed to helping you understand market volatility. Watch this 30-minute workshop and learn how to stick to your plan through market ups and downs and maintain a long-term perspective to help achieve your financial goals.

Fresh start finances: Your roadmap to balancing debt and saving
Trying to decide whether to save for retirement, build an emergency fund, or pay down debt? Luckily, you don’t have to choose just one. This session will explain how a balanced financial strategy can help you work toward all your savings goals. We’ll break down practical strategies, budgeting tips, and smart savings techniques to help you on the path to financial security.

Help ensure peace of mind with an estate plan
Creating an estate plan can help you stay a step ahead. Right now, you can help protect your legacy and your loved ones with 10 estate planning tips.

How to keep cool during market volatility
If the market’s ups and downs leave you feeling nervous, you’re not alone. Watch this webinar to discover why market volatility happens and how you can keep your emotions in check when making investment decisions.

Social Security planning for couples
Learn how marriage can affect your Social Security benefits. This session will help guide you through different benefits available and explain how strategizing accordingly can potentially lead to larger lifetime benefits for couples.

Social Security: 3 mistakes to avoid and your 2025 outlook
Deciding when—and how—to claim Social Security may be one of the most important financial decisions you can make. In this webinar, we arm you with information to make this process easier and help you maximize your benefit.

A deep dive into your Social Security benefits.
Social Security remains a cornerstone for most Americans’ retirement, but understanding the different benefit types can be overwhelming. Watch this webinar for a deeper look into Social Security benefits—so you can feel confident you’re making the right decisions for your future.

3 common questions on planning for health care in retirement
Health care costs are generally one of the largest expenses in retirement. Take the time to understand your options before you retire and be better prepared for the expected costs. You deserve to enjoy your retirement.

Six common questions about Social Security
As you start thinking about your retirement income plan, Social Security can surely be top of mind. However, it can be a complicated process to navigate. After viewing this webinar, you’ll be better prepared to answer six common questions about Social Security so you can feel confident in retirement.

Información para sobrevivir a la volatilidad del mercado y la inflación
Si la volatilidad del mercado y la inflación te generan nervios a la hora de invertir, no eres la única persona. Descubre las formas en las que puedes gestionar mejor los posibles impactos y cómo la distribución de activos puede ayudar.

Tu consulta financiera: Creando hábitos de dinero acertados
El comienzo del año es un buen momento para revisar tus finanzas. Crea una base financiera sólida con esta lista de cinco pasos diseñada para guiarte rumbo al éxito este año.

Comprender y mejorar el crédito
El crédito es una herramienta poderosa que puede ayudarte a desarrollar conocimientos financieros y alcanzar tus metas financieras cuando se utilizan sabiamente. Tener un buen crédito puede darte la oportunidad de alcanzar tus metas a largo plazo y ayudar a construir un mejor futuro financiero.

Maximiza tus ahorros para el retiro
Con tantos tipos de planes de ahorro para el retiro en existencia, puede ser desorientador saber por dónde empezar. Entender algunos de los pasos sencillos que puedes dar para aprovechar al máximo tus ahorros para el retiro (bien sea mediante un plan 401(k), cuenta IRA, renta vitalicia, o cuenta de ahorros para gastos médicos) puede ayudarte a determinar las opciones más convenientes en tu situación financiera. Tú mereces sentir seguridad cuando te retires.

Descubre las maneras de lograr en mejor presupuesto
Ve nuestro seminario web más reciente y descubre cómo puedes ayudar a lograr tus metas financieras a corto y largo plazo al crear y ajustarte a un presupuesto.

Seis preguntas frecuentes sobre el Seguro Social
Mientras estás planificando para el retiro, lo más probable es que el Seguro Social sea una de las primeras cosas que tienes en mente. Sin embargo, puede ser un proceso complicado cuando se acerca el momento del retiro. Ve este seminario web para conocer las respuestas a algunas de las preguntas más frecuentes acerca del Seguro Social para que puedas sentir mayor confianza respecto a tu retiro.

Principios de inversión: Cuatro conceptos clave
Con el pasar del tiempo, tus metas financieras pueden llegar a tener mayor importancia, por ejemplo, planificar para el depósito de una casa o pensar en la cantidad necesaria para retirarte cómodamente. Invertir sirve con las metas financieras a largo plazo y nunca es demasiado pronto ni demasiado tarde para comenzar. Conocer cómo invertir puede ayudar a que tu dinero te rinda más a la larga, para permitirte levar una vida con mayor seguridad financiera.

Guía de supervivencia ante la volatilidad del mercado y la inflación 
Si tus finanzas te inquietan dada la combinación de inflación y volatilidad del mercado, no eres solo tú. Quédate viendo nuestro video y aprende por qué hay inflación y cómo puedes manejar mejor sus efectos. También hablaremos de la volatilidad del mercado y compartiremos algunos consejos prácticos sobre cómo la diversificación de tus activos puede ser útil con tu portafolio sin tener que renunciar al crecimiento potencial.