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Financial Wellness

January 21: Setting and Reaching Financial Goals in 2026 - webinar

Setting and Reaching Financial Goals in 2026 

Wednesday, January 21 @ 2:00pm – 3:00pm Eastern

An estimated 80% of New Years Resolutions are out the window by mid-February every year, according to US News and World Report. Many of us start the year with great intentions: we really believe this will be “our year” – and then life happens, and maybe this isn’t “our year” after all (yet again). We’ll talk about how to be honest with yourself to set realistic goals, how to understand and be prepared for what may derail your progress, and strategies to keep you moving towards your goals all year long so that this can finally be “your year.” Join us to learn more about:

  • How to set realistic goals that can actually be achieved

  • The role financial habits play in reaching (or abandoning) your financial goals

  • How to get back on track after a setback

Reserve your virtual seat.

 

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Wealth Management

December 9: Understanding Your Rollover Options - webinar

Understanding Your Rollover Options*

Tuesday, December 9 @ 6:00 pm – 7:00 pm (Eastern)

We will help you get a better 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.
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