Click on the links below to register for a live web meeting.
Why is Everyone Talking about Health Savings Accounts (HSAs)?
Wednesday, April 5, 2023
Join us for a look at how an HSA can score you a triple tax break, save you money on healthcare expenses, and help you save for retirement.
All About Medicare
Thursday, May 4, 2023
Learn about the different parts of Medicare and how they work together. How much will it cost? How do I pick a Medicare Advantage or Medigap Plan? What IS a Medigap Plan? This webinar addresses the key ins and outs of Medicare to empower you to make good decisions.
Building Financial Confidence for Global Families
Thursday, June 1, 2023
Whether you’ve just recently set foot on American soil or you’ve been here for years and are still confused by the banks and financial systems in the U.S., this is the webinar for you. Learn about money topics common to immigrants and those with relatives abroad so you can confidently make a plan based on your own financial goals.
All About Long-Term Care
Thursday, July 13, 2023
The need for long-term care is one of your biggest financial threats. No matter how well you plan for retirement, the need for care could ruin it all in a very short period of time. Attend this class to learn how to protect your family in the event of a long-term care need. This course will help you decide if you really need insurance and help you sort through your options.
Making the Most of Social Security
Tuesday, August 15, 2023
Between the confusion of what benefits you’re entitled to and when, as well as the future of Social Security, there are many opinions and questions out there. This webinar will untangle the basics of Social Security and help you plan for your future by detailing what benefits to expect in retirement and how to make the most of them.
Get Your Priorities Straight
Tuesday, September 12, 2023
Money priorities can often be competing, leaving many workers wondering which goal should be targeted first. Join us to learn how to prioritize your money goals to achieve them all over time.
Newlyweds’ Guide to Money
Wednesday, October 11, 2023
“First comes love, then comes marriage, then comes combining budgets for a happy marriage.” Okay, so maybe that’s not how you remember the rhyme, but talking to your honey about money is a vital part of ensuring a happy and lasting marriage. Whether you’ve just set the date or you’re several anniversaries in, join us for this webinar as we discuss the importance of marrying accounts, setting common goals, and understanding each other’s money language.
Retirement Checklist
Tuesday, November 14, 2023
Retirement is an exciting time of change and new beginnings for you and your money. But planning starts well before you are eligible for AARP membership! Join us to explore a comprehensive pre-launch checklist to make sure you are completing all the necessary tasks to be ready for your new beginning: life after work.
Roth In-Plan Conversions
Tuesday, December 5, 2023
If you like Roth accounts for their tax-free income in retirement, have you considered converting some of your existing pretax dollars to Roth? This class is ideal for those who’ve been told they earn too much to make Roth IRA contributions. Learn about another way!