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Financial Wellness Webinars

April 30: Build Your Monthly Spending Plan

Build Your Monthly Spending Plan

Wednesday, April 30 @  2:00pm – 3:00pm Eastern

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.

May 14: Navigating Financial Uncertainty

Navigating Financial Uncertainty

Wednesday, May 14 @  2:00pm – 3:00pm Eastern

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.

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Wealth Management Webinars

April 9: Social Security & Your Retirement

Social Security & Your Retirement

Wednesday, April 9, 2025 @ 6:00 – 7:00 pm (Eastern)

Regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way — especially with how Social Security works. Join us and learn more about:

  • The rules for starting Social Security benefits

  • How spouses coordinate their benefits

  • Different things you can do to potentially increase your benefits

  • Where Social Security fits into your retirement plans

Reserve your virtual seat

* Please see important disclosures below.
CMGA-4769383.2-0623-0625

April 15: Understanding Medicare

Understanding Medicare

Tuesday, April 15 @  6:00pm – 7:00pm Eastern

Ready to understand Medicare better? Medicare is a key part of planning your retirement journey. We’re here to help you understand the basics so you can make your choice with confidence. Join us and learn more about:

  • Key differences between Medicare parts A, B, C and D

  • Tips for choosing your coverage

  • How to enroll in Medicare

  • How to plan your retirement income with health care costs in mind

Reserve your virtual seat.

* Please see important disclosures below.
CMGA-4768487.2-0723-0725

May 15: Income for Life

Income for Life

Thursday, May 15 @  6:00pm – 7:00pm Eastern

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

May 27: Three Transitions to Retirement

Three Transitions to Retirement

Tuesday, May 27 @ 6:00 – 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 more about:

  • 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