Whether you’re just settling into your career, or you’ve been working hard and achieving your financial goals for years, estate planning can help formally protect your assets, allow you to have control over your health care decisions, and provide for loved ones. Watch and learn what’s included in an estate plan and the steps you can take to create one so your wishes are carried out the way you choose.
Financing and planning for higher education
Do you have children who are planning on going to a university or trade school now or in the future? Or are you thinking of furthering your own education? Watch and learn five simple steps to help plan, save, and pay for higher education. We’ll cover scholarships, financial aid, 529 plans, student loans, and more.
Why you need a will and how to create one
If you have assets, financial accounts, children, or all of the above and then some—you need a will. Watch and learn the importance of a will, six simple steps you can take to create one, and how protect your retirement savings and other funds. Ensure your wishes are known and learn how to help secure your loved ones’ financial future should the unexpected happen.
Ways Women Can Save and Build Wealth
We’re covering women’s financial wellness. You’ll learn about real steps you can take to build wealth and save for retirement. We’ll talk about the pay gap, setting financial goals, budgeting, managing debt, saving, and investing. Watch the replay and learn tips for reaching your financial goals.
Reassessing finances after a market downturn
Let’s take a look at your accounts to make sure they still align with your financial goals moving forward—especially if your goals and needs have changed. We’ll also cover contributions, rebalancing, and strategies to help manage stock market volatility in the future.
Get a game plan: tackle debt and build emergency savings
No matter how much you make or what stage of life you’re in, it’s important to prioritize spending and saving so you can 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 and be on your way to a more financially secure future.
Expanding and Protecting Your Savings
Learn additional ways to save if you’ve already maxed out your retirement savings accounts and different strategies worth considering to help protect your hard-earned income and assets. Join us and learn how you could be on your way to a more financially secure future.
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
In 2020, a couple of large pieces of legislation took effect, like the SECURE Act in January and the CARES Act in March, that may change how you think about your taxes. Watch and learn five ways you can identify year-end opportunities that may help you save on your tax bill in 2021.
Amp up your investing IQ
There are many ways to invest your money beyond your retirement savings account. Learn how investing works, ways to invest, the differences between asset classes, and why investing early and often could help you reach your financial goals.
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.
Estate planning: Can you DIY?
What is estate planning? It’s things like a will, living will and power of attorney. Essentially, it’s taking time now to make sure your wishes are honored later. If you have children to care for, property or belongings, you have an estate. We’ll talk through some important steps in creating your plan, including whether you may be able to DIY.
Security check: Are you protecting your information
From shopping, to banking, to buying a car, many of us are used to the convenience of online transactions. But it’s important to steps to better protect our personal information online. We’ll explore topics like passwords, setting up online accounts, and what to do in case of a security breach.
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.