Tag Archives: Well-Being

Myth-busting: Planning and managing healthcare expenses

October 23 @ 3:00 pm 4:00 pm

Healthcare costs can really add up in retirement. That’s why it pays to be prepared. In this webinar, we’ll help you separate myth from reality when it comes to managing costs for a healthy financial future.                                      

You’ll learn about:

  • Medicare benefits—from what’s covered to what isn’t—and the options you have
  • The realities of long-term care and how to prepare for the costs
  • Health savings accounts and how they can help you save money

Understanding health savings accounts (HSAs)

October 17 @ 2:00 pm 3:00 pm

HSAs can do more than cover current healthcare expenses. Learn how this unique account can support your needs over time.

We’ll explain:

  • HSA eligibilty and ownership
  • How you can use your HSA for qualified medical expenses
  • The importance of record keeping
  • Using your HSA in retirement

Protecting your savings: How to recognize and prevent account takeover schemes

October 1 @ 1:00 pm 2:00 pm

An account takeover can put your retirement savings and other financial accounts at risk. This webinar will cover topics that will help you protect your savings and future. You can expect to learn:

  • What an account takeover is
  • How to recognize account takeover attempts and schemes
  • How to protect your account and prevent an account takeover

Write your next chapter:5 steps to setting your retirement date

September 25 @ 1:00 pm 2:00 pm

Understand when you can retire by forming a strategy for meeting your retirement expenses. Starting right away lets you approach the future with confidence.

Attention to Detail: Financial Finishing Touches for Women

September 17 @ 2:00 pm 3:00 pm

Financial success can often complicate your life, and we’d like to help. You’ll learn some ways to stay in control of the portfolio you’ve accumulated.

Charting your Course: A Financial Guide for Women

September 11 @ 12:00 pm 1:00 pm

Learn how to evaluate your financial health, set financial goals and how to put it all together to create your financial plan.

Employee Benefits: Smart Choices, Brighter Future

September 26 @ 3:00 pm 4:00 pm

Choosing employee benefits is an important part of building a financial action plan. This event will look at different types of employee benefits and discuss the pros and cons of available options. Get tips on maximizing your benefits, like tax-advantaged accounts and matching contributions. Whether you’re starting a new job or re-evaluating your current benefits, this event can help you make informed decisions.

Employee Benefits: Smart Choices, Brighter Future

September 26 @ 12:00 pm 1:00 pm

Choosing employee benefits is an important part of building a financial action plan. This event will look at different types of employee benefits and discuss the pros and cons of available options. Get tips on maximizing your benefits, like tax-advantaged accounts and matching contributions. Whether you’re starting a new job or re-evaluating your current benefits, this event can help you make informed decisions.

Planning for College 101

September 10 @ 3:00 pm 4:00 pm

Financing a college education is a big task. This event explores things you may need to know about funding education, including how to apply for federal and state financial aid, scholarships and grants, and other funding options like a 529 plan. We’ll also touch on budgeting for college expenses. Whether you’re supporting a loved one or you’re a student yourself, this event can help.

Planning for College 101

September 10 @ 12:00 pm 1:00 pm

Financing a college education is a big task. This event explores things you may need to know about funding education, including how to apply for federal and state financial aid, scholarships and grants, and other funding options like a 529 plan. We’ll also touch on budgeting for college expenses. Whether you’re supporting a loved one or you’re a student yourself, this event can help.