September 5 @ 4:00 pm – 5:00 pm
Don’t procrastinate — set yourself up for success. Get tips on maximizing your savings at any stage in life.
Tag Archives: Retirement
Retirement Saving Basics
September 5 @ 11:00 am – 12:00 pm
Don’t procrastinate — set yourself up for success. Get tips on maximizing your savings at any stage in life.
Related Events
The Ins and Outs of Roth Accounts
April 23 @ 12:00 pm – 1:00 pm
Saving through Roth after-tax contributions may reduce your taxes in retirement and your investment earnings may be tax-free too. Everyone has access to this Roth feature. Attend this webinar to learn more about Roth contributions to determine if you should add this to your savings strategy
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
Basic Estate Planning Strategies
May 16 @ 3:00 pm – 4:00 pm
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.
Opening doors to the future – Save in a 529 college savings plan
May 1 @ 12:00 pm – 1:00 pm
In this webinar you can learn how 529 college savings plans work and how to invest in one for a child, grandchild, yourself or another loved one.
Staying Safe in the Age of AI
April 24 @ 1:00 pm – 2:00 pm
Join us for a discussion on the growth of AI and what that means for protecting ourselves against scams and cybersecurity attacks. We will cover topics on how AI is being used in scam and phishing attempts as well as practical steps attendees can take to safeguard their family and themselves.
Start to Finish: The early career woman’s guide to financial wisdom
April 18 @ 3:00 pm – 4:00 pm
Financial knowledge to get started on the right foot. Start caring for your financial well-being now. It’s never too early to begin saving, and the sooner you do, the more prepared you may be down the road.
We’ll share financial strategies:
- Understand your income and your outflow, and how to balance them to your advantage
- Discover how saving a little now can help you later on
- Make a plan for your finances and your financial future
Fine-tuning your retirement strategy: Investing toward a secure future
April 16 @ 2:00 pm – 3:00 pm
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:
- Adopt a savings lifestyle
- Invest for the long term
- Avoid pitfalls that can sabotage your savings
- Plan carefully before retiring
- Get help with your planning