Financial education – webinar replays

Maximizing your retirement savings
With the many different types of retirement savings plans out there, it can be overwhelming to know where to start. Understanding some simple steps you can take to maximize your retirement savings—whether it be through a 401(k), IRA, annuity, or health savings account—can help you determine the options best suited for your financial situation. You deserve to feel secure in retirement.

Retirement savings moves for your 30s, 40s, and 50s
We all want to watch our savings grow. This webinar talks through retirement savings moves to consider during difficult life stages. Watch for ideas that can help you reach your goals.

Saving for your future: 401(k)s and beyond
No matter what your age or stage of life, it’s not too late to start saving. While 401(k)s are the most common way to save for retirement, there are additional ways to help provide financial security for your future. Watch to discover additional ways to save beyond the traditional employer-sponsored plan, and how to maximize your savings strategy depending on your stage of life.

Retirement savings accounts: the differences and what’s best for you
Whether you’re just starting out on your savings journey, or are experienced and want to learn about more ways to save, it’s important to understand the differences between retirement savings accounts and what’s best for your situation.

Roth vs pre-tax 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.

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. 

Understanding and improving credit
Discover smart ways to manage and improve your credit to help you lead a more financially stable life.

Get a game plan: tackle debt and build emergency savings
No matter how much you make or what stage in life you’re in, it’s important to prioritize spending and saving to reach your financial goals. By creating a plan to tackle your debt and build an emergency fund, you can protect yourself from future unplanned expenses. Register to join us for the April webinar and learn how you could be on your way to a more financially secure future.

Teaching kids money basics
From teaching young kids the differences between wants and needs, to showing teens the value of earning, saving, and consequences of debt, learn how you can be a positive influence on the children in your life and their financial future.

Unlocking your financial potential with credit
Take the first step toward unlocking your financial potential by learning how to use credit as a resource. We’ll share some credit-improving tips so you can work toward reaching your financial goals.

How can a health savings account work for you?
Health care costs are an important part of any financial strategy. An HSA (health savings account) can be a popular choice when it comes to setting aside money for medical expenses. An HSA features some significant tax benefits, but is it the right choice for you? We explore some of the benefits and considerations.

Debt reduction
Most of us will take on debt at some point in our lives. The key is to maintain a manageable level of debt—one you can easily afford and quickly pay off. Learn tips to help keep debt from derailing your long-term goals.

Estate planning
While we can’t predict the future, one thing is for certain: if you leave questions unanswered about your wishes for the future, it can make things more difficult for your family. Creating and formalizing an estate plan is one of the best things you can do for yourself and your loved ones.

Investing principles
As you get older, your financial goals may become more substantial. Having the right investing knowledge—like investing early and often and the importance of diversifying —can help your money work for you in the long haul, allowing you to live a more financially secure life.

Market volatility and inflation survival guide
If the combination of inflation and market volatility leaves you felling nervous about your finances, you're not alone. Learn why inflation happens and how you can better manage the impacts.

Five ways to start out money-smart
Whether you’re just starting out or you’ve got a few years of work experience under your belt, you can make decisions today that can help put you on track for a more financially secure future. Watch to learn five simple ways to start out money smart.

Investing beyond the basics
Amp up your investing knowledge by learning about more complex strategies, like understanding some of the behavioral science behind investing, why systematic investing may be helpful, and how to invest based on personal values.

4-step financial wellness checkup
Now is a great time for a financial wellness checkup. It can give you a better understanding of how much progress you’ve made toward your goals—and celebrate the progress you’ve made! Listen in as we walk through four steps to help improve your overall financial wellness.

A beginner’s guide to investing
If you’re just getting started or looking to polish your investing know-how, this session is for you. We’ll cover types of investment accounts, how to diversify (and why it may help you), understanding risk tolerance, and market volatility. Watch to learn investing basics (in plain speak) and four key concepts to help you become a more confident investor.

Goal-based budgeting for your future
If your finances have taken a detour, you have new goals, or you’d like to pay down debt and build up savings, budgeting can help you get there. Watch and learn how you can make budgeting work best for you, no matter if it’s bare bones or detailed to the last dollar. And, if you’ve attempted budgeting in the past to no avail, we have new tips for that too.

Money talks with loved ones
We understand money talks are personal, so we’ll be sharing tips on when and how to approach conversations about finances—and most importantly, how to keep it civil.

5 tips for year-end tax planning
Navigating taxes can feel both tricky and daunting, but by planning early, you can put yourself in a better spot to handle the upcoming tax season. Watch and learn five ways you can help improve your financial situation when tax time rolls around.

Market volatility and recessions 101
While you can't control market volatility, there are actions you can take to potentially minimize its impact on your retirement savings. Having a plan in place for a recession or market downturn may help give you confidence to weather the storm and keep working toward your long-term retirement goals.

4 ways to tackle student loan debt
Student loans can have a big impact on your finances. Whether you’re just starting to pay off your loans, or if you’ve been at it for years, a repayment game plan may help you manage debt and get a better return on the investment in your education. We’ll look at four ways to conquer student loan debt while not losing sight of your other financial goals.

Savvy financial moves for women: 5 life moments you don’t want to miss
Women may have some special circumstances when it comes to creating a financial roadmap. We discuss five life moments where you may want to take stock of your finances. From a first job through retirement, we’ll look at the moves you might consider if these moments impact you.

Caring for an aging loved one
Many of us will care for an aging loved one at some point. It’s an important role, but it can also be a lot to take on. No matter where you are in the caregiver journey, having a plan in place can help you manage your role while still taking care of your own needs. This webinar shares tips and resources to help you and your loved one along the way.

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.

Planning for retirement—or retiring again
You’ve worked for years to help ensure financial security for yourself and your loved ones. Now it’s time to think about retirement— whether it’s the first time you’re retiring or the second. Understanding how to set goals, when to take Social Security, why budgeting is important, and how to protect your legacy will help put you closer to a more secure retirement in the future. 

Planning for retirement health care
Understand your options for health care before you reach retirement and learn how to better help manage the expected costs.

Maximizing your Social Security benefit
The landscape of Social Security is changing. It may be more important than ever to continue to plan for retirement and stay up to date on your potential benefits. Watch to learn the latest on how much you could receive, when to take your benefit, how benefits are taxed, and more so you can make Social Security work best for you.

Four investment strategies nearing retirement
You’ve worked hard to save for retirement. And even if it may seem like a difficult time to think about retiring, it may be more important than ever to have a clear plan for how you’ll use your funds effectively so you can feel secure in retirement. Watch to learn four investing steps you can take now to help set yourself up for success in retirement. So when you decide you’re ready to switch gears and retire, your accounts can be ready too.

Prepare for health care coverage in retirement
Watch and learn how you can prepare for one of the largest expenses in retirement. We’ll cover ways to pay for health care and whether you should consider long-term care insurance. Plus, we’ll also share health insurance options if you plan to retire before you’re eligible for Medicare.

Saving and spending strategies nearing retirement
You’ve been building your financial foundation for years. So when it’s finally time to retire, replacing your work paycheck with a retirement income paycheck—and maintaining a sense of security—requires a solid strategy. Join us to learn distribution options and put together a smart withdrawal plan.

Making Social Security work best for you
Social Security is an important piece of a retirement income strategy, but as of late, the program is facing financial pressure from the pandemic. It’s more important than ever to continue to plan for retirement and stay up to date on changes to Social Security and your potential benefits. Watch to learn the latest on how much you could receive, how benefits are taxed, and more so you can make Social Security work best for you.

Saving and spending strategies in retirement
You’ve worked hard to prepare for retirement—you don’t want to worry about depleting your nest egg too soon. We’ll teach you some saving and spending strategies that could help you extend your savings longer. 

Social Security myths debunked
One of the most important pieces in your retirement puzzle is Social Security. Join us as we debunk four of the most common myths surrounding how it works, who’s eligible, and if it will even exist in the future. 

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.

Cinco maneras de empezar a manejar las finanzas inteligentemente
Independientemente de si estás apenas comenzando en tu carrera o ya tienes varios años de experiencia, puedes tomar decisiones hoy que pueden ayudarte a avanzar hacia un futuro con mayor seguridad financiera. No dejes de ver nuestro video para conocer cinco maneras sencillas de empezar a manejar las finanzas inteligentemente.

Inversiones: guía para principiantes
Si apenas estás empezando a interesarte en el tema de las inversiones o quieres saber más, esta sesión es para ti. Hablaremos de los aspectos básicos sobre las inversiones, los tipos de cuentas de inversión y cuatro conceptos clave para sentir más confianza con este tema.

Planifica tu cobertura de atención médica para la etapa del retiro
Uno de los mayores gastos en el retiro es el costo de la atención médica. Ve el seminario web y aprende más acerca de la cobertura de Medicare, las cuentas HSA, el seguro de atención médica a largo plazo y las maneras de pagar esos costos del cuidado de la salud.

Cinco pasos para crear un mejor presupuesto
Tener un presupuesto y cumplirlo puede ayudar a la hora de administrar los ingresos y gastos. Una vez que empieces, verás que crear un presupuesto es más fácil de lo que pensabas.

Planificación de patrimonio
Bien sea que estés estableciéndote en tu carrera o que hayas estado trabajando duro durante años para lograr tus metas financieras, la planificación del patrimonio puede ayudar a proteger tus cuentas formalmente, permitirte tener control sobre tus decisiones de salud y mantener a tus seres queridos. 

Cuidar a un ser querido de edad avanzada
En algún momento de nuestra vida, muchos tendremos que cuidar de algún ser querido en edad avanzada. Independientemente de la etapa que estés pasando como cuidador o cuidadora, es importante que tengas un plan que te permita manejar tus funciones sin descuidar tu propia vida. 

Echamos por tierra los mitos sobre el Seguro Social
Una de las partes más importantes de tu retiro es el Seguro Social. Únete a nosotros para echar por tierra cuatro de los mitos más conocidos en cuanto a cómo funciona, cuáles son los requisitos e incluso, si seguirá existiendo en el futuro.