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Build a better financial future.

Educational insight on topics that matter to you.

National Webinar Series for October 2023

The Financial Wellness Webinar Series gives you the tools to help you boost your financial literacy and make smarter financial decisions. Register to attend a live webinar and get FutureFIT® so you can live retirement the way you want.

Social Security and Your Retirement

Tuesday, 10/10/2023 at 3:00 pm ET

Social Security benefits are an important element in retirement planning. Attend this webinar to better understand the role of Social Security and how it can help you develop a more effective retirement strategy.

Retirement Questions that May Make a Big Difference

Thursday, 10/12/2023 at 4:00 pm ET

You’re at the halfway point of your career, so take some time to step back and reassess where you are with your family, job and finances. Learn what challenges you may face at this stage, and the strategies and resources available to help guide your journey.

Inflation Implications

Wednesday, 10/18/2023 at 1:00 pm ET

Don't let inflation undermine your retirement savings plans. Attend this webinar to gain a better understanding of inflation and how you can use it to your advantage when investing for retirement.

Retirement Pathfinder

Thursday, 10/19/2023 at 2:00 pm ET

Are you on track for the retirement you envision? Join us for a demonstration of this robust retirement income planning tool to see how different retirement scenarios, saving strategies and market conditions can affect your retirement savings.

Prioritizing Your Finances: Creative Ideas for Young Families

Tuesday, 10/24/2023 at 2:00 pm ET

Saving for retirement is critical in your early adult years. Attend this webinar to gain perspective on your unique family situation and the key strategies and concepts that could help with your personal financial priorities.

Principles to Prioritize Before Retirement

Thursday, 10/26/2023 at 3:00 pm ET

Let us help you blaze your own financial trail. This webinar is designed to help you to prioritize what goals you may need to focus on now to be able to live retirement the way you want.

Information presented may include insurance products.

Saving for College without Derailing Retirement

Tuesday, 11/07/2023 at 4:00 pm ET

College expenses are on the rise, but you don't have to tap your retirement savings to cover higher education costs. Attend this webinar to learn more about your saving options.

Managing Life in Retirement

Thursday, 11/09/2023 at 1:00 pm ET

Once you retire, it’s time to take advantage of everything you’ve worked so hard for. Learn more about life in retirement, and how checking in on your financial planning can make life easier for you and those around you.

Investment Planning

Wednesday, 11/15/2023 at 2:00 pm ET

In this webinar, you’ll discover how to develop an investment strategy based on your risk tolerance and time horizon. We’ll help you understand the benefits of a diversified portfolio and the advantages of proper asset allocation.

How Medicare Parts & Prices fit into Retirement

Thursday, 11/16/2023 at 3:00 pm ET

Enrolling in Medicare is an important step when entering retirement. Attend this webinar to learn about the different Medicare options and how each one could affect your retirement plans and future health care needs.

Social Security and Your Retirement

Tuesday, 12/05/2023 at 1:00 pm ET

Social Security benefits are an important element in retirement planning. Attend this webinar to better understand the role of Social Security and how it can help you develop a more effective retirement strategy.

Inflation Implications

Thursday, 12/07/2023 at 2:00 pm ET

Don't let inflation undermine your retirement savings plans. Attend this webinar to gain a better understanding of inflation and how you can use it to your advantage when investing for retirement.

Tax Planning

Tuesday, 12/12/2023 at 3:00 pm ET

Join this webinar to learn about income tax, how to take advantage of tax-favored investments like a retirement plan, and other important steps to minimize the impact of taxes on a long-term savings plan.

Financial Wellness

Thursday, 12/14/2023 at 4:00 pm ET

By attending this workshop, you can learn how to gain control over your financial life and become more productive in other areas of your life, including the ability to focus on family, friends and work.

Social Security and Your Retirement

Learn more about the basics and benefits of the Social Security program. (New)

New recordings coming soon!

Tax planning

Learn more about income tax, how to take advantage of tax-favored investments, and other important steps to minimize the impact of taxes on a long-term savings plan.

Demystifying the College Search

Learn about the college search process and where prospective students and their families should dedicate their time and energy.

College Admissions and Financial Aid

How will colleges evaluate students for admissions and give out financial aid during the pandemic? Join a panel of experts to hear how campuses plan to move forward, and how families can conduct a college search during this time.