Upcoming Webinars
Improve your financial health by joining one of our upcoming webinars.
October | Money Management: Which Accounts, When and for What
This webinar explores which savings vehicles may best support your goals while helping you minimize taxes. We’ll compare a range of options, including high-yield savings accounts, CDs, brokerage accounts and tax-advantaged accounts (such as retirement plans, 529 plans and HSAs).
November | Workplace Health Insurance and the Value of HSAs
HSAs offer valuable tax benefits and can be an effective way to save for healthcare expenses, which are likely to represent a significant part of your retirement budget. However, HSAs are often misunderstood, causing many participants to miss out on their full potential. This presentation covers how HSAs work, why they’re a key part of a tax-efficient financial plan and how to make the most of your account.
December | Why Estate Planning Is an Essential Part of Your Financial Plan
Estate planning can be complex, especially during an already difficult time. This month’s financial wellness webinar helps simplify the process by covering the basics of wills, trusts and beneficiary designations — and how they work together in an overall estate plan.
