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Wealth Management Webinars

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

May 29: Three Transitions to Retirement

Three Transitions to Retirement

Wednesday, May 29 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. Join us to learn how to:

  • 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 11: Understanding Your Rollover Options

Understanding Your Rollover Options

Tuesday, June 11 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

 

June 25: Rethinking Diversification

Rethinking Diversification

Tuesday, June 25 6:00 pm – 7:00 pm Eastern

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 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

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More Financial Wellness Webinars

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

  • How to turn financial challenges into triumphs

Reserve your virtual seat

Wednesday, June 26: Tips for First Time Home Buyers

Tips for First Time Home Buyers

Wednesday, June 26 1:00 pm- 1:45pm Eastern

It’s homebuying season, and GreenPath is here to help people navigate the exciting, yet sometimes overwhelming, process of buying their first home! We will break down the steps involved and also walk through how to be successful homeowners long-term.

HUD-approved housing counseling agency GreenPath will help break down the process of homebuying and set you up for success as you prepare to own your first home. Join us and you will learn more about:

  • Initial preparation steps to take when getting ready to purchase a home

  • Important considerations in the homebuying process

  • How to be a successful homeowner long-term

Reserve your virtual seat