Upcoming Webinars

Investing is an important part of building long-term financial security, whether you're just getting started or getting ready to turn your savings into income. In this webinar, we'll cover stock market fundamentals, investment options, diversification, asset allocation and the relationship between risk and reward.

The sandwich generation refers to the group of working adults who find themselves caring for both their children and their aging parents. People in this group are “sandwiched” between obligations to their parents, who may have health issues or be in need of financial assistance, and their children, who still require physical, emotional and financial support. During this webinar, we’ll address the unique challenges faced by this group and provide tips for helping manage them. Dates and times are still to come.

This webinar helps retirement savers at any stage of their career to evaluate whether they’re on track for retirement. Topics include retirement savings targets for different age groups, estimated expenses in retirement and an examination of the key plans to have in place prior to retiring. Dates and times are still to come.

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). Dates and times are still to come.

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. Dates and times are still to come.

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. Dates and times are still to come.