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Webinars for Champlain

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Live with confidence in retirement: 5 steps to creating your retirement income plan

If you’re thinking about making the transition to retirement, this webinar is essential for understanding how to create an income plan that helps you maximize your savings. In five steps you’ll learn how different sources of income work, how to build your strategy for lifetime income and what to consider when planning withdrawals from your retirement assets. … Continue reading Live with confidence in retirement: 5 steps to creating your retirement income plan →

Quarterly Economic Market Update

Hear from our chief investment officer about challenges investors are facing and tips on how to navigate them. We’ll share our views on:• The state of the U.S. economy and key market drivers• Recent financial policies and politics• Investing in public markets

Fine-tuning your retirement strategy: Investing toward a secure future

If you’re in or near your peak earning years and want to do all you can to build a secure retirement, this webinar is for you. We’ll move beyond investing basics to help you fine-tune your saving and investing strategies for retirement.  We’ll discuss how to:

Retirement: Getting Started – Invest EAP

Retirement may seem far away, but the sooner you start planning, the better. We'll talk about some basic elements of retirement planning, including calculating your retirement needs, evaluating risk and return, and different types of retirement accounts. We’ll also touch on how you might account for unexpected expenses like healthcare costs and long-term care.

Basic Estate Planning Strategies

Ensuring that our assets will pass to loved ones, and causes that are near and dear are important to most of us. Discover the components of a basic estate plan and strategies to ensure that your wishes are met.