In today’s volatile market, retirement savers face new challenges. Traditional portfolio diversification may no longer be the answer to growing your savings without the risk of losing it all. Luckily, there are new ways to manage investment risk.
You’ll learn more about how retirement savers face new challenges and new ways to manage investment risk. You’ll learn the answers to your investment questions, including:
What is traditional portfolio diversification?
How has the investment landscape changed?
How can you achieve your goals with the least amount of risk?
How can new annuity options help you rethink diversification?
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.
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
You’ll find out more about Medicare rules and regulations and discuss the role they play in the process of retirement. You’ll learn the answers to your Medicare questions, including:
Medicare basics and the differences between Parts A, B, C and D
Tips for choosing your coverage and enrolling in Medicare
How to consider health care costs when planning your retirement income
You’ll learn more about how to use annuities to help create a guaranteed income for life, including social security and your 401(k). You’ll learn the answers to your income for life questions, including:
What sources of retirement income will you rely on?
What retirement risks do you face now that you’re drawing on their savings?
Which income strategies should you consider?
How can you use annuities to guarantee income for life?
Do you have a budget? Do you have financial goals? If not, would you like to?
In this workshop, we’ll talk about setting and reaching financial goals. We’ll also talk about how you can learn what your money personality is so you may take steps to improve your budget. We’ll also touch on how to use credit and other strategies for long-term financial success.
Seeking guidance on different aspects of our life can require vulnerability. Finances are often one of the most private aspects of many of our lives, so reaching out to a financial counselor may feel intimidating, overwhelming, or full of unknowns.
If you are considering talking with a financial counselor – whether it’s someone at your financial institution or at GreenPath – join us for a webinar to determine if financial counseling is a good fit for you. Learn how financial counseling works, how it can help you, and what to expect if you do choose to speak with a financial counselor.
May 15: Real $tories Live - Exploring the Link Between Mental & Financial Health
Real $tories Live – Exploring the Link Between Mental & Financial Health
Wednesday, May 15 1:00 pm – 2:00 pm Eastern
This webinar features a lively discussion about tips, challenges, and resources when it comes to caring for our mental and financial well-being. Our panel features GreenPath clients who have experienced their own journeys of improving their mental and financial health. Each of our panelists was a past guest on our podcast, Real Stories: Journeys of Financial Wellness. Join us and you will learn more about:
Strategies for improving your financial and mental health
How our guests overcame their financial obstacles and improved their mental health
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