Special learning series 

Understanding the stock market

Want to learn more about the stock market and the role it plays in creating an investment portfolio? Then this five-part series is for you¹.

Watch part 1: Introduction to the stock market, English

Watch part 2: Understanding risk, English

Watch part 3: Long-term vs. short-term investing, English

Watch part 4: Managing market volatility, English

Watch part 5: Investing and your retirement, English

February

Save or pay down debt

When you have competing priorities, where do you put your money? Do you save for the future or get rid of your debt? Learn tips and strategies that can help you decide.  

Watch Save or pay down debt On-Demand Webinar

Watch Save or pay down debt On-Demand Webinar (Spanish)

Inflation and your 401(k)

Inflation doesn't just make items more expensive; it can also affect your retirement savings. Discover how and learn strategies to help you manage it.

Watch Inflation and your 401(k) On-demand Webinar

Watch Inflation and your 401(k) On-demand Webinar (Spanish)

March 

Taxes and your retirement savings

You’ve worked hard to build your retirement savings, and now you’re ready to turn it into income. Find out how this transition could affect your taxes and ways to help reduce the amount you pay.

Watch Taxes and your retirement income On-demand Webinar

Watch Taxes and your retirement income On-demand Webinar (Spanish)

April

Making the most of Social Security

Representatives from the U.S. Social Security Administration (SSA) will discuss how to calculate your benefits, factors to consider when choosing your start date, and much more. Due to SSA guidelines, a recording of this presentation won't be available.     

Thursday, April 17, 12:00 P.M., ET (English)

Thursday, April 17, 2:00 P.M, ET (English)

Thursday, April 17, 2:00 P.M., ET (Spanish)

June

Looking ahead to retirement

Approaching retirement? Learn actions you can take to help you prepare and ease the transition.

Tuesday, June 3, 12:00 P.M., ET (English)

Tuesday, June 3, 12:00 P.M., ET (Spanish)

Midyear check-in

Discover how regular financial checkups can help you stay on track by uncovering areas that need extra attention.

Tuesday, June 24, 12:00 P.M., ET (English)

Tuesday, June 24, 12:00 P.M., ET (Spanish)

September

National 401(k) Day

Join us as we celebrate National 401(k) Day and learn small steps you can take today to help you get closer to your retirement goals and financial independence.

Friday, September 5, 12:00 P.M., ET (English)

Friday, September 5, 12:00 P.M., ET (Spanish)

October

Making the most of Social Security

Representatives from the U.S. Social Security Administration (SSA) will discuss how to calculate your benefits, factors to consider when choosing your start date, and much more. Due to SSA guidelines, a recording of this presentation won't be available.

Thursday, October 9, 12:00 P.M., ET (English)

Thursday, October 9, 2:00 P.M., ET (English)

Thursday, October 9, 12:00 P.M., ET (Spanish)

November

Navigating Medicare

Confused by all the commercials and mail you've received about Medicare? You're not alone. Join us to learn the basics of this benefit. 

Thursday, November 13, 12:00 P.M., ET (English)

Thursday, November 13, 2:00 P.M., ET (English)

Thursday, November 13, 12:00 P.M., ET (Spanish)