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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.

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