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Financial Wellness

August 14: Your Financial Wellness Check Up: Review, Adjust, Success - webinar

Your Financial Wellness Check Up: Review, Adjust, Success

Thursday, August 14 @ 2:00 – 3:00 pm (Eastern)

Managing your finances without a plan is like navigating without a map. Join GreenPath to learn how to create a solid plan that doesn’t leave you feeling restricted. Give yourself freedom, control, and confidence in your financial journey. Let’s discuss how to conduct a mid-year financial check-up and all of the areas to focus on to realize your financial goals. Join us and learn more about:

  • How and why you need a spending plan

  • Tips to make changes to improve your financial future

  • How to create strong financial habits

Reserve your virtual seat

September 10: Pay Later, Plan Smarter: A Guide to Buy Now, Pay Later. (BNPL) - webinar

Pay Later, Plan Smarter: A Guide to Buy Now, Pay Later. (BNPL)

Tuesday, September 10 @ 2:00 – 3:00 pm (Eastern)

Join us to explore the increasingly popular financial tools known as Buy Now, Pay Later (BNPL) and Pay in 4. These flexible payment options are changing the way people shop and manage their money. What do you need to know before using BNPL? And how do these tools impact long-term financial health?

This engaging session will begin with an overview of the history and rise of BNPL services, followed by a thoughtful discussion on how to use these tools in a financially healthy way. We’ll explore the benefits and risks of BNPL and share practical strategies to help individuals make informed decisions that align with their financial goals.

Reserve your virtual seat.

 

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Wealth Management

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