Credit Scores: More Than Just a Number (Webinar)

Virtual Event

As part of our Financial Wellness Series, our first session was focused on understanding and managing your credit. During the webinar, we discussed: The importance of maintaining a good credit score How to read your credit report Ways to improve your credit score Credit scores play a crucial role in determining your financial health and […]

Saving and Paying for College (Webinar)

Virtual Event

Are you planning to help your children or grandchildren with their college tuition expenses? Part two of our Financial Wellness series discussed saving and paying for college, student loans, financial aid and 529 plans. View the webinar recording and download the slide deck.

Saving for Retirement 101 (Webinar)

Virtual Event

Part three of our Financial Wellness webinar series was about saving for retirement. Whether you are ahead of the curve with savings, or getting a late start, this webinar provides insights and tools that will help you with your long-term goals. During the webinar, we discussed: Understanding the importance of retirement savings Different retirement savings […]

Financial Planning Webinar: Creating and Implementing a Financial Plan (Webinar)

Virtual Event

Part four of our Financial Wellness webinar series focused on the process to create and implement a financial plan. We discussed tips and best practices on how to create a full, holistic plan: incorporating the appropriate accounts and securities while tying in insurance, social security, and estate planning. View the webinar recording and slide deck […]

Mastering Financial Wellness: Unleashing Your Financial Potential (Webinar)

Virtual Event

In part five of our Financial Wellness webinar series, we focused on maximizing your financial health with different tricks and tips. We explained different options available when creating a financial plan that meet your financial goals. Whether it’s best practices for managing your financial accounts, credit-boosting tips, or rollover options, we’re here to help you […]

Year End Financial Planning: Taxes and Retirement (Webinar)

Virtual Event

This webinar discussed best practices to follow for year-end financial planning, including: recommendations for tax filing preparations, year-end retirement contributions, plus more. View the webinar recording here. Speaker: David Herlihy Senior Vice President, Wealth Management Slavic401k

Traditional vs. Roth 401(k): What’s the Difference?

Virtual Event

Do you know the difference between a traditional vs. Roth 401(k)? If not, you’re not alone—it’s one of the most common questions we receive. Join us and we’ll explain the differences and benefits of both types of accounts, helping participants make an informed decision about which account (or both) suits their needs best. Webinar Topics: […]

Retirement Savings 101: A Beginners Guide to Investing

Retirement Savings 101: Join us as we share expert insights and practical tips to make the most of your retirement savings. This event will highlight simple steps and actionable strategies to make the most of your retirement plans. Webinar Topics: Foundation of Retirement Savings: How it Started The 3 Primary Factors for Retirement: Amount of […]

Distributions 101: What You Need to Know

You’re Invited to: Distributions 101 Unlock the secrets to mastering distribution rules, 401(k) loans, hardship withdrawals, and rollover strategies. Join our live webinar to gain exclusive insights on effectively managing your 401(k). Life can be unpredictable, and if you’re considering borrowing from your 401(k), we’ll walk you through your options and their impact on your […]

Demystifying Investment Options in Common 401(k) Plans

Discover the secrets to confidently invest your 401(k) funds with the right investment options! Join us in this webinar and we'll break down those barriers and teach you about the basics of common investments in most 401(k) plans. Webinar Topics: Introduction to 401(k) Investment Options Self-Directed Investments: Taking Control of Your Portfolio Managed Accounts: Leveraging […]

Participant Webinar: Automatic Enrollment in your Employer’s 401(k) Plan (Effective Jan 1, 2025)

Virtual Event

Welcome to our Webinar: Automatic Enrollment in your Employer’s 401(k) Plan (Effective Jan 1, 2025) Starting January 1, 2025, automatic enrollment in 401(k) plans will become a standard feature for many employees. You may have received a notification from us letting you know that you will be automatically enrolled in your employer’s 401k plan starting […]

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