April 7
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12:00 pm
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12:45 pm
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
March 26
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12:00 pm
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12:30 pm
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
March 11
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11:00 am
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11:30 am
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
February 24
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11:00 am
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11:30 am
Divorce can bring significant financial changes. From splitting assets to updating beneficiaries and creating a new financial plan, this webinar provides tools to help you take control with clarity and confidence.
In this webinar you’ll get insights on:
• How to prepare financially for the transition
• Tips for creating a new financial plan
• Strategies for splitting assets and updating key documents
February 12
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12:00 pm
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12:45 pm
Families today come in all shapes and sizes. But figuring out how to handle the finances when bringing different families together is not always easy. We’ll talk about the approaches some families have used to navigate the unique financial challenges of combining households.
In this webinar you’ll get insights on:
• Budgeting and cash flow management
• Estate planning and legal considerations
• Retirement planning and long-term goals
• Managing differing financial priorities
January 21
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12:00 pm
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12:30 pm
Changing jobs can be a stressful time. That’s why it pays to be prepared. We’ll talk about the tips and tricks of making a fresh start so you can manage your job change like a pro.
Webinar will cover:
– Review your budget
– Manage retirement accounts
– Update your beneficiaries
– Plan for healthcare
– Build or strengthen your emergency fund
November 17
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4:00 pm
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5:00 pm
Retirement planning is full of choices. Where do you want to live? How do you want to spend your time? And how will you pay for it all?
This webinar will help you:
• Find ways to budget and manage your income at retirement
• Get the facts on Social Security so you can get the most out of your benefits
• Learn more about Medicare
November 17
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11:00 am
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12:00 pm
Retirement planning is full of choices. Where do you want to live? How do you want to spend your time? And how will you pay for it all?
This webinar will help you:
• Find ways to budget and manage your income at retirement
• Get the facts on Social Security so you can get the most out of your benefits
• Learn more about Medicare
August 11
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11:00 am
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12:00 pm
Ready to take charge of your money and set yourself up for success? This webinar will give you the know-how to make smart money moves every step of the way:
• Discover how to manage and reduce debt
• Learn about building and maintaining good credit
• Get practical tips on saving for today and tomorrow
