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National Webinar Series for January 2025


The Financial Wellness Webinar Series gives you the tools to help you boost your financial literacy and make smarter financial decisions. Register to attend a live webinar so you can live retirement the way you want.

Managing Life in Retirement

Thursday, January 30, 2025 at 4:00 pm ET

Once you retire, it’s time to take advantage of everything you’ve worked so hard for. Learn more about life in retirement, and how checking in on your financial planning can make life easier for you and those around you.

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Information presented may include insurance products. 

Upcoming webinars

Saving for College without Derailing Retirement

Thursday, February 6, 2025 at 4:00 pm ET

College expenses are on the rise, but you don't have to tap your retirement savings to cover higher education costs. Attend this webinar to learn more about your saving options.

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Prioritizing Your Finances: Creative Ideas for Young Families

Wednesday, February 12, 2025 at 2:00 pm ET

Saving for retirement is important in your early adult years. Attend this webinar to gain perspective on your unique family situation and the key strategies and concepts that could help with your personal financial priorities.

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Tax Planning

Wednesday, February 19, 2025 at 3:00 pm ET

Join this webinar to learn about income tax, how to take advantage of tax-favored investments like a retirement plan, and other important steps to minimize the impact of taxes on a long-term savings plan.

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Achieving Financial Wellness

Thursday, February 27, 2025 at 4:00 pm ET

By attending this webinar, you can learn how to gain control over your financial life and become more productive in other areas of your life, including the ability to focus on family, friends and work.

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Making Your Cash Work Harder

Thursday, March 6, 2025 at 3:00 pm ET

All aspects of financial planning start with proper cash management. Attend this webinar if you're new to financial planning or if you'd like to benefit from ideas on how to better manage your day-to-day financial resources.

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Tax Planning

Tuesday, March 11, 2025 at 4:00 pm ET

Join this webinar to learn about income tax, how to take advantage of tax-favored investments like a retirement plan, and other important steps to minimize the impact of taxes on a long-term savings plan.

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Retirement Pathfinder®

Wednesday, March 19, 2025 at 2:00 pm ET

Are you on track for the retirement you envision? Join us for a demonstration of this robust retirement income planning tool to see how different retirement scenarios, saving strategies and market conditions can affect  your retirement savings.

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Principles to Prioritize Before Retirement

Thursday, March 27, 2025 at 3:00 pm ET

Retirement may be right around the corner, and this webinar focuses on what you could consider doing  before taking that exit of your journey. Learn about the benefits of catch-up contributions, plans for income and how to address new risks that come with retirement.

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Watch on-demand webinars

Retirement Pathfinder

Analyze your plan and get answers in real-time with this powerful, interactive planning tool.

Play recorded webinar

Managing Life in Retirement

Learn more about life in retirement, and how checking in on your financial planning can make life easier for you and those around you.

Play recorded webinar

Social Security and Your Retirement

Learn more about the basics and benefits of the Social Security program.

Play recorded webinar

Retirement questions that may make a big difference

You’re at the halfway point of your career, so take some time to step back and reassess where you are with your family, job, and finances. Learn what challenges you face at this stage, and the strategies and resources available to help guide your journey.

Play recorded webinar

Making Your Cash Work Harder

All aspects of financial planning start with proper cash management. Watch this webinar if you're new to financial planning or if you'd like to benefit from ideas on how to better manage your day-to-day financial resources.

Play recorded webinar

Prioritizing Your Finances: Creative Ideas for Young Families

Saving for retirement is critical in your early adult years. Attend this webinar to gain perspective on your unique family situation and the key strategies and concepts that could help with your personal financial priorities.

Play recorded webinar

Achieving Financial Wellness

By listening to this on-demand webinar, you can learn how to gain control over your financial life and become more productive in other areas of your life, including the ability to focus on family, friends and work.

Play recorded webinar

Tax planning

Learn more about income tax, how to take advantage of tax-favored investments, and other important steps to minimize the impact of taxes on a long-term savings plan.

Play recorded webinar

How Medicare Parts & Prices Fit Into Your Retirement

Learn about the different types of Medicare health insurance and how much each part could cost.

Play recorded webinar

Inflation Implication

Get a better understanding of inflation, the problems it can cause for you and your family and how you can use it to your advantage when investing for retirement.

Play recorded webinar

Saving for College Without Derailing Your Retirement

College expenses are on the rise, but you don't have to tap your retirement savings to cover higher education costs. Learn more about your saving options.

Play recorded webinar

Managing Life’s Risk

You can’t predict the future, but you can prepare for it. Join this webinar to learn the process of assessing risks and developing strategies to manage them. It involves identifying a risk, measuring the potential impact, managing circumstances to the extent possible, then reassessing your situation and risk.

Play recorded webinar

Mastering the basics of investing

In this webinar, you’ll discover how to develop an investment strategy based on your risk tolerance and time horizon. We’ll help you understand the benefits of a diversified portfolio and the advantages of proper asset allocation.

Play recorded webinar

RO 3850121 (10/2024)