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The FutureFIT® Financial Wellness Webinar Series is all about making it easy to learn about the financial topics that matter most to you. Reserve your spot for a live event or watch on-demand webinars when it’s convenient for you.

Upcoming webinars 

Tax Planning – The Importance of Having a Solid Strategy

Date and time: March 2, 2021 at 3:00 p.m. ET

Although reducing taxes is generally a good idea, making a business, investment or personal decision solely to save some tax dollars is rarely the best approach. In this webinar, you’ll learn more about income tax, how to take advantage of tax-favored investments like a retirement plan, and other important steps to minimize the impact of taxes on a long-term savings plan.

Investment Planning and Strategies

Date and time: March 4, 2021 at 11:00 a.m. ET and March 16, 2021 at 7:00 p.m. ET

Investing for a brighter financial future doesn’t happen by chance. It takes planning. In this learning session, you’ll discover how to develop an investment strategy based on your risk tolerance and time horizon. We’ll help you understand the benefits of a diversified portfolio and the advantages of proper asset allocation.

Retirement Pathfinder®

Date and time: March 10, 2021 at 12:00 p.m. ET

Learn how your financial professional can help you prepare for the future using this robust retirement income planning tool. This tool models different retirement scenarios, optimizes savings strategies and considers the impact of varying market conditions for your retirement savings accounts.

Simple Steps to Improve Financial Health

Date and time: March 18, 2021 at 4:00 p.m. ET

If you’re feeling financially stressed, don’t miss this webinar. We’ll walk you through several simple but important steps to improving your financial health. Learn about setting goals, budgeting, minimizing debt, saving for your future and more.

Retirement Income Strategies

Date and time: March 23, 2021 at 3:00 p.m. ET

Are your expectations for retirement realistic? Find out more about preparing for the potential challenges and risks you may face, identifying your retirement income needs and possible sources of income. All this information will help you to take the next steps in planning for the retirement you desire.

   

Watch on-demand webinars

Tax Planning

Reducing taxes is generally a good idea, but it’s not the only strategy to consider when saving for a secure retirement. Learn more about tax planning in this always relevant webinar. (New)

Planning for Retirement

Uncover what steps you can take today to start building a comfortable lifestyle in retirement. Planning for retirement can seem like hard work, but it’s actually a great way to simplify your life. (New)

College Admissions and Financial Aid

How will colleges evaluate students for admissions and give out financial aid during the pandemic? Join a panel of experts to hear how campuses plan to move forward, and how families can conduct a college search during this time. (New)

Cash Management – Planning for Financial Security

Get help on reducing expenses and debt, setting financial goals to fund your future needs, creating a budget, and tips for starting a plan to save and invest.

Social Security and Your Retirement

Takes an in-depth look at Social Security benefits and provides insights on estimating your benefits, tax implications, Medicare and the impact of working while receiving Social Security benefits. 

Risk Management

Find out how to identify and manage risk using different types of insurance such as home, auto, life and more.  

Retirement Strategies for Women

Let us help you prepare for the lifestyle you envision in retirement as we explore the challenges women face, how they’re taking control and saving for retirement.

Simple Steps to Improving Your Financial Health

Learn about simple but important steps to improving your financial health.

Retirement Pathfinder

Learn how your financial professional can help you prepare for the future using this robust retirement income planning tool.

Student Debt Solutions

Learn more about taking control of your student debt. 

Your Life in Retirement

Find out more about managing your income during retirement.

Emotions and Your Money: 5 Potentially Costly Mistakes and How to Avoid Them

Get strategies to help deal with your emotions during market uncertainty.