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Wealth Management Webinars

March 5: Understanding Your Rollover Options

Understanding Your Rollover Options*

Tuesday, March 5 @ 6:00 pm – 7:00 pm EST

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.

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

  • Pros and cons of each option

  • How a rollover works

  • And more

Reserve your virtual seat

* Please see important disclosures below.
CMGA-3487222.2-0823-0925

March 19: Rethinking Diversification

Rethinking Diversification*

Tuesday, March 19 @ 6:00 pm – 7:00 pm EST

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?

Reserve your virtual seat

* Please see important disclosures below.
CMGA-1803467.6-1220-0123

April 3: Social Security Rules & Your Retirement

Social Security Rules & Your Retirement

Wednesday, April 3 @ 6:00 pm – 7:00 pm EST

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

Reserve your virtual seat

* Please see important disclosures below.
CMGA-4769383.2-0623-0625

April 10: Understanding Medicare

Understanding Medicare

Wednesday, April 10 @ 6:00 pm – 7:00 pm EST

 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

Reserve your virtual seat

* Please see important disclosures below.
CMGA-4768487.1-0622-0724

May 1: Income for Life

Income for Life

Wednesday, May 1 6:00 pm – 7:00 pm Eastern

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?

Reserve your virtual seat

* Please see important disclosures below.
CMGA-4751390.1-0522-0624

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More Financial Wellness Webinars

March 27: Steps to Financial Freedom

Steps to Financial Freedom 

Wednesday, March 27 @ 2:00 pm – 3:00 pm Eastern

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.

Reserve your virtual seat

April 17: Demystifying Financial Counseling

Demystifying Financial Counseling

Wednesday, April 17 2:00 pm – 2:45 pm Eastern

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.

Reserve your virtual seat