It’s easy to think that how you approach money is all about formulas, facts and figures. The truth is, the decisions we make are influenced by other forces too—our own biases, life experiences and human nature. We’ll explore what some of those forces are and how to tame them for our advantage.

You’ll learn about:
• Human nature and what shapes our feelings about money
• How those feelings might make us behave
• The importance of the big picture when making decisions
• Doing what’s best for your long-term interests

Nearly a quarter of U.S. adults are in the “sandwich generation,” caring for aging parents while supporting adult children. We’ll explore ways to navigate this challenging time without sacrificing your sanity or your retirement.

You’ll learn strategies to help you:
• Prioritize your own financial needs and secure your retirement
• Manage the costs of elder care and support adult children
• Create a budget to navigate competing financial responsibilities
• Evolve your plan over time as life change

Hear from the experts in our Wealth Chief Investment Office about key drivers of the markets and economy that are impacting investors.
We’ll share views on:
• The state of the U.S. economy and key market drivers
• Factors influencing market volatility
• Investing in public markets

Social Security is an important source of income in retirement for most Americans. It provides disability, survivor and family benefits to many Americans, too. But all these benefits are not automatic, and how and when you claim them can affect how much you get.

This webinar covers:
• The basics of Social Security
• How retirement benefits work
• Strategies for claiming retirement benefits
• Spousal, survivor and disability benefits
• A checklist for maximizing your income

When you make pretax contributions to your retirement account, taxes aren’t due until you withdraw your money in retirement. But what if you don’t withdraw the money? Well, the IRS makes sure you do—through required minimum distributions when you turn 73. 

In this webinar, you’ll learn:
– What RMDs are and when they apply
– What you can do with your money
– Exceptions to the basic RMD rules
– How to take your RMDs
– How to avoid costly mistakes

Retirement is a major life transition that can be both challenging and deeply rewarding. This webinar will focus on the human factors that can help you add a new and exciting chapter to your life story.

We’ll talk about how you can:
– Create community to stay connected
– Find your purpose
– Stay physically, mentally and emotionally healthy