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Financial Wellness

July 16: Tips for Successful Back to School Planning- webinar

Tips for Successful Back to School Planning

Wednesday, July 16 @ 2:00 – 3:00 pm (Eastern)

The start of a new school year can be an exciting time. Whether it’s the first day of elementary school or the transition to college, there is much to prepare for! However, back-to-school excitement brings back-to-school costs. Join us for tips to save on back-to-school costs and manage unexpected expenses:

  • How to financially prepare for the upcoming school year

  • Tips for saving for any unexpected education expenses

  • Ideas for reducing college costs

Reserve your virtual seat. 

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Wealth Management

June 24: Women and Investing - webinar

Women and Investing*

Tuesday, June 24 @ 6:00 pm – 7:00 pm (Eastern)

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.

* Please see important disclosures below.

CMGA-4751168.2-0823-0925 © TruStage

July 9: Social Security & Your Retirement- webinar

Social Security and Your Retirement*

Wednesday, July 9 @ 6:00 pm – 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 to 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.
GA-4769383.3-0225-0327 © TruStage

July 23: Understanding Medicare- webinar

Understanding Medicare*

Wednesday, July 23 @ 6:00 pm – 7:00 pm (Eastern)

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. Attending the Understanding Medicare seminar is a great first step in this process. 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 © TruStage

August 6: Income for Life- webinar

Income for Life*

Wednesday, August 6 @ 6:00 pm – 7:00 pm (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 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.
GA-4751390.3-0225-0327 © TruStage

August 20: The Three Transitions to Retirement- webinar

The Three Transitions to Retirement*

Wednesday, August 20 @ 6:00 pm – 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 and 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.
GA-4751587.3-0325-0427  © TruStage

September 8: Investment Diversification- webinar

Investment Diversification*

Monday, September 8 @ 6:00 pm – 7:00 pm (Eastern)

Retirement savers face new challenges in today’s volatile market. Traditional portfolio diversification may not grow your savings — causing you to face additional risks. Join us to learn more about:

  • What traditional portfolio diversification is

  • How the investment landscape changes

  • How you can pursue your goals while mitigating risk

  • How new annuity options help you rethink diversification

Reserve your virtual seat.

* Please see important disclosures below.
GA-7678238.1-0225-0327 © TruStage

September 23: Understanding Your Rollover Options- webinar

Understanding Your Rollover Options*

Tuesday, September 23 @ 6:00 pm – 7:00 pm (Eastern)

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

Reserve your virtual seat. 

* Please see important disclosures below.
GA-5990973.2-0325-0427 © TruStage