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Financial Wellness Webinars

October 16: Understanding Your Credit Report and Score

Understanding Your Credit Report and Score

Wednesday, October 16 @  2:00pm – 3:00pm Eastern

Are you interested in better understanding credit reports, credit scores, and how they work together?

Millions of people are unaware they have errors on their credit report. We can point you in the direction to find out if you are one of them and equip you to take action to correct inaccuracies. Maybe you know what is on your credit report but are unsure how it all comes together to calculate a credit score. We will discuss the factors impacting a credit score, how to build or improve your score, and debunk common credit myths. Join us and you will learn about:

  • What impacts your credit report and credit score

  • Why credit is important

  • Tips to improve your credit score

Reserve your virtual seat.

November 13: Retirement 101: Three Steps to Prepare for Retirement

Retirement 101: Three Steps to Prepare for Retirement

Wednesday, November 13 @ 2:00 pm – 2:45 pm Eastern

Do you feel you should be saving more for retirement? Are you unsure of how much money you need to retire? What happens to your social security benefits if you retire early? If you are looking for answers to these questions and more, join GreenPath for our Retirement 101 webinar. Let GreenPath help you remove some of the guesswork from your retirement planning. Join us and you will learn about:

  • How to take control of your budget and savings to set yourself up for success

  • What are the different types of investment options and their risk factors?

  • How retiring early or later than your full retirement age can impact your social security benefits

Reserve your virtual seat.

December 11: Identity Theft, Fraud and Scams

Identity Theft, Fraud and Scams

Wednesday, December 11 @  2:00pm – 3:00pm Eastern

There are unfortunately a lot of creative people out there who will go to extreme measures to take advantage of honest people’s personal information and hard-earned money. While it is unfortunately impossible to guarantee 100% protection, we want to help you take steps to reduce your chances of ending up in this situation. Join us and you will learn about:

  • What identity theft, fraud, and scams are

  • Commonly used elder fraud tactics

  • Ways to protect yourself

Reserve your virtual seat 

 

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Wealth Management Webinars

October 3: Social Security and Your Retirement

Social Security and Your Retirement

Thursday, October 3 @  6:00pm – 7:00pm 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. You’ll learn the answers to your questions, including:

  • The rules for starting social security

  • 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

October 15: Understanding Medicare

Understanding Medicare

Tuesday, October 15 @ 6:00 pm – 7:00 pm Eastern

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

 

October 29: Income for Life

Income for Life

Tuesday, October 29 @ 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

November 5: The Three Transitions to Retirement

The Three Transitions to Retirement

Tuesday, November 5 @ 6:00 pm – 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. You’ll learn the answers to your questions, including:

  • 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 

December 3: Understanding Your Rollover Options

Understanding Your Rollover Options

Tuesday, December 3 @ 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:

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