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Financial Wellness

September 10: Plan Smarter: A Guide to Buy Now, Pay Later. (BNPL) - webinar

Plan Smarter: A Guide to Buy Now, Pay Later. (BNPL)

Tuesday, September 10 @ 2:00 – 3:00 pm (Eastern)

Join us to explore the increasingly popular financial tools known as Buy Now, Pay Later (BNPL) and Pay in 4. These flexible payment options are changing the way people shop and manage their money. What do you need to know before using BNPL? And how do these tools impact long-term financial health?

This engaging session will begin with an overview of the history and rise of BNPL services, followed by a thoughtful discussion on how to use these tools in a financially healthy way. We’ll explore the benefits and risks of BNPL and share practical strategies to help individuals make informed decisions that align with their financial goals.

Reserve your virtual seat.

 

Octubre 1: Estimado GreenPath - Asesoramiento financiero - seminarios web

Estimado GreenPath – Asesoramiento financiero

Miércoles Octubre 1, 2025 @ 3:00 pm – 4:00 pm (Eastern)

This webinar will be presented in Spanish.

Este seminario web se presentará en español.

¿Tiene preguntas sobre cómo administrar su presupuesto, mejorar su crédito o eliminar sus deudas? ¡Este webinar es para ti!

Acompáñenos en Dear GreenPath, una sesión interactiva al estilo “Dear Abby” en la que responderemos preguntas reales de personas como usted, como:

  • “Necesito ayuda con mi presupuesto en Nueva York”

  • “¿Cómo puedo mejorar mi puntaje de crédito?”

  • “Estoy abrumado por las deudas, ¿por dónde empiezo?”

Los expertos financieros de GreenPath estarán disponibles para ofrecer orientación práctica, empática y sin juicios. Ya sea que esté comenzando su viaje financiero o esté buscando soluciones específicas, este evento le brindará herramientas útiles para tomar el control de su bienestar financiero.

Reserve your virtual seat.

 

October 15: Spread Joy & Save Money: Make It a Happy and Financially Healthy Season - webinar

Spread Joy & Save Money: Make It a Happy and Financially Healthy Season

Wednesday, October 15 @ 2:00 – 3:00 pm (Eastern)

The Holidays are often known as “the most wonderful time of the year” and are also the most expensive! Join GreenPath for a helpful webinar on preparing you for the upcoming Holiday season by reducing your stress and increasing your Holiday savings. This webinar will provide you with helpful financial tools and tips that can help reduce your holiday spending, how to plan your holiday budget and stick to it, and strategies for managing the holiday stress.

Reserve your virtual seat.

 

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Wealth Management

September 8: Investment Diversification - webinar

Investment Diversification*

Monday, September 8 @ 6:00 pm – 7:00 pm (Eastern)

Retirement savers face new challenges in today’s volatile market. Traditional portfolio diversification may not grow your savings — causing you to face additional risks. Join us to learn more about:

  • What traditional portfolio diversification is

  • How the investment landscape changes

  • How you can pursue your goals while mitigating risk

  • How new annuity options help you rethink diversification

Reserve your virtual seat.

* Please see important disclosures below.
GA-7678238.1-0225-0327 © TruStage

September 23: Understanding Your Rollover Options - webinar

Understanding Your Rollover Options*

Tuesday, September 23 @ 6:00 pm – 7:00 pm (Eastern)

Changing jobs is a common experience for most U.S. workers. But, what’s the right thing to do with your retirement savings plan account from a previous employer? Chances are you have questions and could use someone at your side to lead the way — especially in understanding how your decision can impact your long-term retirement savings. Join us to learn more about:

  • Four major options for retirement plan balances when changing jobs

  • Pros and cons of each options

  • How a rollover works

  • And more

Reserve your virtual seat. 

* Please see important disclosures below.
GA-5990973.2-0325-0427 © TruStage

October 6: Social Security and Your Retirement - webinar

Social Security and Your Retirement*

Monday, October 6 @ 6:00 – 7:00 pm (Eastern)

Regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way — especially with how Social Security works. Join us to learn more about:

  • The rules for starting Social Security benefits

  • How spouses coordinate their benefits

  • Different things you can do to potentially increase your benefits

  • Where Social Security fits into your retirement plans

Reserve your virtual seat.

* Please see important disclosures below.
GA-4769383.3-0225-0327 © TruStage

October 30: Understanding Medicare - webinar

Understanding Medicare*

Thursday, October 30 @ 6:00 – 7:00 pm (Eastern)

Medicare is a key part of planning your retirement journey. We’re here to help you understand the basics so you can make your choice with confidence. Join us to learn more about:

  • 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

Reserve your virtual seat.

* Please see important disclosures below.
CMGA-4768487.2-0723-0725 © TruStage

 

November 6: Income for Life - webinar

Income for Life*

Thursday, November 6 @ 6:00 – 7:00 pm (Eastern)

You have retirement goals and plans for your financial future. But do you know what you should be doing differently to make real progress? Join us to learn more about:

  • Sources of retirement income you can rely on

  • Retirement risks you face now

  • Income strategies you should consider

  • How you can use annuities to guarantee income for life

Reserve your virtual seat. 

* Please see important disclosures below.
GA-4751390.3-0225-0327 © TruStage

 

November 18: Three Transitions to Retirement - webinar

Three Transitions to Retirement*

Tuesday, November 18 @ 6:00 – 7:00 pm (Eastern)

Your exciting next chapter will start soon. Are you ready? You’ll encounter financial, lifestyle and emotional milestones along the way — but you’re not in this alone. We’ll work together to help you feel confident about your path to retirement. Join us to learn more about:

  • More confidently address the financial, lifestyle and emotional transitions to retirement

  • Guard against risks and manage the inevitable ones

  • Gauge when you’re ready for retirement

Reserve your virtual seat. 

* Please see important disclosures below.
GA-4751587.3-0325-0427 © TruStage

December 2: Investment Diversification - webinar

Investment Diversification*

Tuesday, December 2 @ 6:00 pm – 7:00 pm (Eastern)

Retirement savers face new challenges in today’s volatile market. Traditional portfolio diversification may not grow your savings — causing you to face additional risks. Join us to learn more about:

  • What traditional portfolio diversification is

  • How the investment landscape changes

  • How you can pursue your goals while mitigating risk

  • How new annuity options help you rethink diversification

Reserve your virtual seat. 

* Please see important disclosures below.
GA-7678238.1-0225-0327 © TruStage

December 9: Understanding Your Rollover Options - webinar

Understanding Your Rollover Options*

Tuesday, December 9 @ 6:00 pm – 7:00 pm (Eastern)

We will help you get a better 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

  • Pros and cons of each options

  • How a rollover works

  • And more

Reserve your virtual seat. 

* Please see important disclosures below.
GA-5990973.2-0325-0427 © TruStage