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.

Financial Wellness Webinars
April 30: Build Your Monthly Spending Plan |
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Build Your Monthly Spending Plan Wednesday, April 30 @ 2:00pm – 3:00pm Eastern |
May 14: Navigating Financial Uncertainty |
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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:
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Wealth Management Webinars
April 9: Social Security & Your Retirement |
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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:
* Please see important disclosures below.CMGA-4769383.2-0623-0625 |
April 15: Understanding Medicare |
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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:
* Please see important disclosures below.CMGA-4768487.2-0723-0725 |
May 15: Income for Life |
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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:
* Please see important disclosures below.CMGA-4751390.2-0823-0925 |
May 27: Three Transitions to Retirement |
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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:
* Please see important disclosures below.CMGA-4751587.2-0923-1025 |

On Demand Webinars
