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National Webinar Series for October 2024


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

Tuesday, 10/08/2024 at 2:00 pm ET

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

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Principles to Prioritize Before Retirement

Thursday, 10/10/2024 at 3:00 pm ET

Retirement may be right around the corner, and this webinar focuses on what you should 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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Social Security and Your Retirement

Wednesday, 10/16/2024 at 1:00 pm ET

Social Security benefits are an important element in retirement planning. Attend this webinar to better understand the role of Social Security and how it can help you develop a more effective retirement strategy.

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Retirement Pathfinder®

Thursday, 10/17/2024 at 4:00 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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Prioritizing Your Finances: Creative Ideas for Young Families

Tuesday, 10/22/2024 at 12:00 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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Retirement Questions that May Make a Big Difference

Tuesday, 10/29/2024 at 3:00 pm ET

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 may face at this stage, and the strategies and resources available to help guide your journey.

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Information presented may include insurance products. 

Upcoming webinars

Achieving Financial Wellness

Thursday, 11/07/2024 at 1:00 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

Tuesday, 11/12/2024 at 2:00 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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How Medicare Parts & Prices Fit into Your Retirement Plan

Wednesday, 11/20/2024 at 4:00 pm ET

Enrolling in Medicare is an important step when entering retirement. Attend this webinar to learn about the different Medicare options and how each one could affect your retirement plans and future health care needs.

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Retirement Questions that May Make a Big Difference

Tuesday, 12/10/2024 at 1:00 pm ET

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 may face at this stage, and the strategies and resources available to help guide your journey.

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Managing Life's Risks

Wednesday, 12/11/2024 at 3:00 pm ET

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.

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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. (New)

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.(New)

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

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. (New)

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. (New)

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.(New)

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.(New)

Play recorded webinar

RO 3850121 (10/2024)