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Financial Wellness

June 11: Emotionally Healthy Spending

Emotionally Healthy Spending

Wednesday, June 11 @ 1:00 – 2:00 pm (Eastern)

This webinar will go through the basics of emotionally healthy spending. Whether it’s learning to set boundaries with loved ones around money, getting a handle on impulse spending, or stressing less around money, you are not alone! Join GreenPath to discuss strategies to reduce stress around money and improve financial wellness. Join us to learn more about:

  • Strategies to reduce financial stress

  • Tips for navigating difficult conversations around money

  • Ways to improve your relationship with money

Reserve your virtual seat. 

 

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Wealth Management

May 27: Three Transitions to Retirement - webinar

Three Transitions to Retirement

Tuesday, May 27 @ 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.
CMGA-4751587.2-0923-1025

June 3: Understanding Your Rollover Options - webinar

Understanding Your Rollover Options

Tuesday, June 3 @  6:00pm – 7:00pm 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.
CMGA-5990973.1-1023-1125

June 24: Women and Investing - webinar

Women and Investing

Tuesday, June 24 @  6:00pm – 7:00pm Eastern

There’s no denying the facts: Women tend to live longer. As a woman, how do know if you have saved and invested enough for your retirement? Take control of your financial future by learning how to become a successful lifelong investor. Join us to learn more about:

  • Key investment principles every woman should know

  • Important opportunities like asset allocation

  • Understanding investor behavior

  • Differences between financial products like mutual funds and annuities

Reserve your virtual seat.

* Please see important disclosures below.
CMGA-4751168.2-0823-0925

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Student Lending

June 4: Exploring Student Loan Options

Exploring Student Loan Options

Wednesday, June 4 @  1:00pm – 2:00pm & 6:00pm – 7:00pm

Learn about the status of federal student loans or federal student loan updates for 2025-2026, the financial aid process, the ins and outs of federal and private student loans, and the application process and timeline. Join us to learn more about:

  • Federal student loan updates for 2025-2026

  • Where it all begins – the financial aid process

  • Ins and outs of federal and private student loans

  • Application process and timeline

Reserve your virtual seat – 1:00pm

Reserve your virtual seat – 6:00pm