Complimentary Financial Webinars & Seminars

Are you one of many people who have created a spending plan in the past and had trouble sticking to it? If so, you are not alone! In this webinar, we will be guiding you through the process to create a plan for where you want and need your dollars to go each month. You’ll leave knowing what your monthly spending plan is, and with tips to stick to it.

Reserve your virtual seat.

Navigating financial uncertainty can impact so many areas of our lives. The impact on emotions, family, and financial goals can be overwhelming and often stressful. You don’t have to do this alone!  Join GreenPath to discuss the initial steps to take when faced with a transition and learn how to seek assistance to minimize the negative impacts. Join us to learn more about:

• Initial steps to take during financial uncertainty

• Community resources to access during a financial transition

• How to prepare for the future

Reserve your virtual seat.

You have retirement goals and plans for your financial future. But do you know what you should be doing differently to make real progress? Join us to learn more about:

• Sources of retirement income you can rely on

• Retirement risks you face now

• Income strategies you should consider

• How you can use annuities to guarantee income for life

Reserve your virtual seat.

* Please see important disclosures below.

CMGA-4751390.2-0823-0925

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. Join us to learn more about:

• Four major options for retirement plan balances when changing jobs

• Pros and cons of each options

• How a rollover works

• And more

There’s no denying the facts: Women tend to live longer. As a woman, how do know if you have saved and invested enough for your retirement? Take control of your financial future by learning how to become a successful lifelong investor. Join us to learn more about:

• Key investment principles every woman should know

• Important opportunities like asset allocation

• Understanding investor behavior

• Differences between financial products like mutual funds and annuities

Reserve your virtual seat.

• Federal student loan updates for 2025-2026

• Where it all begins – the financial aid process

• Ins and outs of federal and private student loans

• Application process and timeline

Reserve your virtual seat – 1:00pm

Reserve your virtual seat – 6:00pm