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Financial Wellness Webinar Series for April 2025


This national webinar series gives you the tools to help you boost your financial literacy and make smarter financial decisions. Register to attend a live webinar so you can live retirement the way you want.

Inflation implication​s

Thursday, April 24​, 2025 at 12:00 pm ET

As inflation continues to impact the economy, it’s crucial for retirees and pre-retirees to understand its implications on retirement savings. Join us to learn strategies that might help you safeguard your savings.

Making your cash work harder

Tuesday, April 29​, 2025 at 1:00 pm ET

Whether you're nearing retirement or just starting to plan, this webinar will provide the tools you need to make your cash work harder for you. Join us to learn more.

Information presented may include insurance products. 

Social Security and your retirement​

Thursday, May 8, 2025​ at 2:00 pm ET

Social Security plays a crucial role in retirement planning, but understanding how it works is key to maximizing its benefits. Learn about eligibility, timing and how it fits into your broader retirement plan so you can make the most of your benefits.

Prioritizing your finances: Creative ideas for young families​

Thursday, May 15​, 2025 at 3:00 pm ET

Take control of your family’s finances. This webinar is ideal for young parents, caregivers and anyone looking to enhance their financial literacy while juggling family responsibilities. 

Retirement Pathfinder​®

Tuesday, May 20, 2025​ at 1:00 pm ET

Evaluate your retirement planning progress and see where you might be able to make some changes by exploring different scenarios and learning the steps needed to reach your retirement saving goals.

Managing life's risks​

Wednesday, May 28, 2025​ at 1:00 pm ET

In an unpredictable world, understanding how to manage life’s risks is essential for safeguarding your family’s well-being and financial health. Join us to learn actionable steps to help you protect what matters most.

Up, down & across: Family longevity planning conversations

Thursday, June 12​, 2025 at 2:00 pm ET

Planning for family longevity involves more than just securing financial stability – it’s about having the important conversations that will ensure everyone’s future is protected. Join us to learn how to initiate these vital conversations.

Making your cash work harder​

Tuesday, June 17​, 2025 at 1:00 pm ET

Whether you're nearing retirement or just starting to plan, this webinar will provide the tools you need to make your cash work harder for you. Join us to learn more.

Planning your financial future: An educational workshop ​for women

Wednesday, June 25​, 2025 at 3:00 pm ET

Women face unique challenges and opportunities relating to financial planning. Join us to explore strategies for retirement planning, smart investing, managing debt and protecting your wealth.

Watch on-demand webinars

Retirement Pathfinder

Analyze your plan and get answers in real-time with this powerful, interactive planning tool.

Managing Life in Retirement

Learn more about life in retirement, and how checking in on your financial planning can make life easier for you and those around you.

Social Security and Your Retirement

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

Making Your Cash Work Harder

All aspects of financial planning start with proper cash management. Watch this webinar if you're new to financial planning or if you'd like to benefit from ideas on how to better manage your day-to-day financial resources.

Prioritizing Your Finances: Creative Ideas for Young Families

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.

Achieving Financial Wellness

By listening to this on-demand webinar, 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.

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.

How Medicare Parts & Prices Fit Into Your Retirement

Learn about the different types of Medicare health insurance and how much each part could cost.

Inflation Implication

Get a better understanding of inflation, the problems it can cause for you and your family and how you can use it to your advantage when investing for retirement.

Saving for College Without Derailing Your Retirement

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

Managing Life’s Risk

You can’t predict the future, but you can prepare for it. Join this webinar to learn the process of assessing risks and developing strategies to manage them. It involves identifying a risk, measuring the potential impact, managing circumstances to the extent possible, then reassessing your situation and risk.

Mastering the basics of investing

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.

RO# 4169122 (03/2025)