Financial Wellness Workshops
Financial Wellness Workshops
We offer comprehensive Financial Wellness Workshops to all participants of our retirement plan clients. The workshops are delivered as a webinar and are held most months with adjustments for holidays. Below is a list of the workshop topics and the content that is covered during the presentation:
Financial Literacy
- Understand the three steps to financial freedom
- How to prepare a budget
- How to cut back on expenses
- How to save more and plan for retirement
- How to set financial goals
Home Ownership
- Benefits of homeownership
- Rent versus own
- Responsibilities of homeowners
- The first step: getting pre-approved
- Navigating the process
- What is credit?
- What is the difference between good and bad credit?
- How to avoid bad credit
- How to improve your credit
Estate Planning
- What is an estate plan?
- Who should have an estate plan?
- What can an estate plan help me accomplish?
- How does an estate plan work?
- What elements make up an estate plan?
Saving for College
- How much will college cost me?
- How much should I save for college?
- Educational funding options
- College needs analysis
Preparing for Retirement
- How do I want to retire?
- How much money will I need to retire?
- When is the right time to retire?
- Who do I share my retirement income with?
- What are the greatest risks to my retirement?
- How do I invest for retirement?
Social Security
- Will Social Security be there for me?
- How much money can I expect to receive?
- When should I apply for Social Security?
- How can I maximize my benefits?
- Will Social Security be enough to live on in retirement?
Healthcare in Retirement
- Long-term care services
- Advanced directive
- Paying for healthcare in retirement
- Health insurance plans
Understanding Life Insurance
- How much life insurance do I need?
- What type of life insurance should I buy?
- Life insurance options/benefits
Upcoming Financial Wellness Workshop Schedule
How to Register
Current Participants
If you are a current retirement plan participant and would like to register you have two options:
Option 1 - Click the "Register" button under the workshop you would like to attend.
You will be directed to a page where you will be asked to enter registration information. Upon submitting the registration you will receive a confirmation e-mail within 1-2 business days.
Option 2 - Fill out the fields below under "Register for a Workshop" and click Send
-Name (First and Last)
-Phone (Cell Phone)
-E-Mail Address
-Additional Info: List the name of your employer and the workshop(s) you would like to register for
Upon submitting the form a registration confirmation will be sent to your e-mail address.
*Be sure to mark your calendar for the day and time of the webinar