Educational Webinars
Free Workshops
Join an upcoming workshop from the comfort of your home or office where a variety of topics are discussed to increase your financial awareness. Financial education is an important aspect of any long-term plan. Attend as many virtual workshops as you like.
All webinars are presented on Tuesdays @ 6 p.m. PST.
Tuesday, July 23rd - Social Security and Your Retirement
You'll learn:
- What are the rules for starting your Social Security benefits?
- How do spouses coordinate their benefits?
- Are there different routes to take that could potentially increase your benefits?
- How do you decide where Social Security fits within your retirement plans?
Tuesday, August 20th - Women and Investing
You'll learn:
- Key investment principles every woman should know
- Important opportunities like asset allocation
- Understanding investor behavior
- Differences between financial products like mutual funds and annuities
Tuesday, August 27th - Understanding Medicare
You'll learn:
- Key differences between Medicare parts A, B, C and D
- Tips for choosing your coverage
- How to enroll in Medicare
- How to plan your retirement income with health care costs in mind
Tuesday, September 10th - Three Transitions to Retirement
- Four major options for retirement plan balances when changing jobs or retiring
- Pros and cons of each option
- How a rollover works
- And more
Tuesday, September 17th - Understanding Your Rollover Options
You’ll get a clear understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to consider, including:
- Four major options for retirement plan balances when changing jobs or retiring
- Pros and cons of each options
- How a rollover works
- And more
