Jan 22 Ask CAPTRUST: How to Save (on a Tight Budget) 11 a.m. – Noon, Jan. 22, 2025 When your budget is tight, it can feel like there isn’t enough left over for saving. In this webinar, get strategies for small changes that can add up to a real difference in how—and how much—you can save.
Mar 18 Helping Your Teen on Their Financial Journey Noon – 12:45 p.m., March 18, 2025 Get tips and tools to share with your teen and help build a solid financial foundation. This session will cover topics such as good money habits and skills on saving, spending and investing and how to talk finances with your teen.
Oct 06 Live Q&A: Understanding the Basics of Social Security Noon – 12:45 p.m., Oct. 6, 2026 Social Security may be an important income source for retirement. Learn about key Social Security claiming ages and how your benefit is calculated, so you can better understand the choices.
Oct 29 Fidelity One-on-One Consultation (In-Person) 9 a.m. – 5 p.m., Oct. 29, 2026 Schedule a complimentary one-on-one session with Fidelity to discuss your day-to-day finances, retirement planning, and more.
Feb 10 Master the art of saving: Building financial confidence for life 11 a.m. – Noon, Feb. 10, 2027 Feeling like saving money is a constant struggle? Transform the way you think about saving by learning how to build lasting habits, find personal motivation, and create a strategy that grows with you through every stage of life. Whether you're just starting out or planning for retirement, you'll walk away with practical, actionable steps to take control of your financial future. Presented by TIAA.
Mar 16 Live Q&A: A Path to Financial Wellness Noon – 12:45 p.m., March 16, 2027 Financial wellness isn’t just about having enough money—it’s about feeling confident and in control. In this workshop, we’ll explore 4 key pillars of financial wellness that can help you manage your money today while preparing for tomorrow. You’ll leave with knowledge, tools, and resources to help you make confident, informed decisions that can support lasting financial security. Presented by Fidelity Investments.
May 06 Investing with intention: Strategies to manage risk and shape results 2 – 3 p.m., May 6, 2027 When it comes to building long-term financial security, having a clear, intentional investment strategy makes all the difference. Discover how to build a more intentional investment approach so you can make smarter decisions and work toward a more confident financial future. Presented by TIAA.
Jun 01 Live Q&A: Understanding Roth Contributions in Your Workplace Savings Plan Noon – 12:45 p.m., June 1, 2027 In this workshop, you’ll learn about the Roth contribution option, which is available in your workplace savings plan. Presented by Fidelity Investments.
Sep 21 Estate planning for everyone: Wills, trusts, and other essentials 11 a.m. – Noon, Sept. 21, 2027 Estate planning is for everyone, not just the wealthy. Gain insights into naming beneficiaries and setting up legal protections, creating a will and exploring trusts so you can protect what matters most. In this webinar, you'll learn: The importance of naming beneficiaries, how to set up key legal protections like powers of attorney and healthcare directives, how to create a legally sound will and different trust options. Presented by TIAA.
Oct 05 Q&A: Learning the Basics of When and How to Claim Social Security 9 – 9:45 a.m., Oct. 5, 2027 Social Security may be an important source of retirement income. Learn about key Social Security claiming ages and how your benefit is calculated so you can better understand the choices. Presented by Fidelity Investments.