Complimentary Financial Webinars.

If you’re interested in better understanding credit reports, credit scores, and how they work together, don’t miss this webinar!

We’ll cover:

• The importance of great credit

• The factors impacting credit scores

• Ways to start or rebuild your credit history

• Tips to maintain or improve your credit score

• Disputing credit report errors

• Common credit myths

Paying off debt can feel overwhelming, and it can be even more challenging to navigate all the options available and choose the best approach. Join us for a workshop to discuss a variety of payoff options, identify key differences, and weigh the pros and cons of each.

Becoming debt free requires a plan, and we can help you develop one. From getting prepared, to staying on track, your goals around debt are within reach!

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Ya sea que esté comprando un automóvil nuevo por primera vez o modernizando su vehículo más antiguo, comprar un carro nuevo puede ser estresante. Hay muchas opciones para comprar un automóvil nuevo, como arrendamiento, financiación o compra total. Tal vez su presupuesto haya cambiado y no esté seguro de lo que puede pagar ahora. En este seminario web, analizaremos cada opción en detalle, lo ayudaremos a aprender cómo calcular la asequibilidad y lo acercaremos a la compra del carro de sus sueños.

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While it may seem far away, the holiday season is just around the corner! Join GreenPath to prepare your holiday spending and be ready to approach the season with confidence. This webinar will walk you through the steps to financially prepare for the holidays, explore ways you can leverage discounts and rewards, and help you reduce the financial stress around the holidays.

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Planning for retirement is never easy, and maneuvering through Medicare rules and regulations is another step in an already confusing process. Here’s an opportunity to attend a valuable education seminar on this important topic at no cost and no obligation.

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

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* Please see important disclosures below.

CMGA-4768487.1-0622-0724

You have retirement goals and plans for your future. Without a regular paycheck to count on, achieving a steady stream of retirement income will be an important part of the road ahead. Will Social Security be enough? What about your 401(k)? Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation.

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.

• 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

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* Please see important disclosures below.

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!

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* Please see important disclosures below.

CMGA-3487222.2-0823-0925

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?

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* Please see important disclosures below.

CMGA-1803467.6-1220-0123