Tag Archives: Finance

Invest for Success

May 7 @ 2:00 pm 3:00 pm

No matter where you are in your career journey, this webinar can help you understand the key principles of investing for retirement. From compounding to taxes to choosing investments, you’ll learn that how you invest for retirement is just as important as how much you save.

We’ll talk about how you can:

  • Take advantage of time
  • Make use of tax-advantaged savings options
  • Commit to regular contributions and stick to them
  • Choose an appropriate investment mix
  • Review your strategy and investments regularly

Top 10 ways to use an HSA

May 7 @ 12:00 pm 12:30 pm

Whether you’re a savvy saver or just getting started, these tips will help you unlock the full potential of your HSA. Join this session to learn how to:

  • Maximize HSA-triple tax advantage
  • Use HSAs as a powerful investment tool
  • Kickstart your long-term healthcare savings

Don’t miss this chance to see the power of an HSA in action!

Mental Health and Finances

April 22 @ 12:00 pm 1:00 pm

Taking charge of your finances can help you rest easy, sleep better, and put you on a path to a more secure financial future. This presentation can help you understand how your finances impact your mental health and vice versa. You’ll learn about top financial stressors and ways to stress less while managing your money, all the way through retirement.

Money Conversations: Buying a Car

March 27 @ 12:00 pm 1:00 pm

Fun and Free Conversational one-hour sessions with Capstone’s financial coaches, Rosie Manning and Mary Johnson. These lunchtime chats are for anyone looking to learn more about money management. Everyone is welcome.

3/27 – Steer Your Way to a Great Auto Purchase 

Contact Rosie at (802) 636-7752 or Rmanning@capstonevt.org for more information.

Money Conversations: Borrowing

March 20 @ 12:00 pm 1:00 pm

Fun and Free Conversational one-hour sessions with Capstone’s financial coaches, Rosie Manning and Mary Johnson. These lunchtime chats are for anyone looking to learn more about money management. Everyone is welcome.

3/20 – Tips & Tricks to Borrowing 

3/27 – Steer Your Way to a Great Auto Purchase 

Contact Rosie at (802) 636-7752 or Rmanning@capstonevt.org for more information.

Retirement: Getting Started – Invest EAP

April 18 @ 12:00 pm 12:30 pm

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.

Make the move toward long-term financial security: Your mid-career retirement check-in

May 21 @ 1:00 pm 2:00 pm

For anyone halfway down the road to retirement, this webinar is a critical checkpoint. It takes you through the keys to successful money management, how to juggle competing financial demands and retirement saving strategies that can help put you on the path to lifelong financial security. 

We’ll look at how to:

  • Understand what you’re aiming for
  • Consider your priorities
  • Put your spending plan together
  • Know the ways to save