Recordings

Social Security

Secrets To Retirement Plan Design

Why Retirement Plan Education Matters More Than Ever

Retirement Plan Statements – A Better Understanding

Year-End Savings Topics

Pretax-Roth

Emotions & Investing

Foundational Retirement Savings

A Conversation About Costs

Budgeting Basics

Investing Strategies

Reducing Your Fiduciary Liability

Life Insurance & Your Retirement

Retirement: Greatest Hits

Retirement Preparedness

This video covers what you need to ensure you are prepared for retirement: — Distribution options — Tax implications — Social Security — Making your savings last

Inflation Effects On Retirement Savings

In this presentation you will learn about: • Inflation – What is it? • How inflation impacts investments and preparing for retirement • What you can or should do about counteracting the effects of inflation

It’s A New Year, Turn A Fresh Financial Page

The start of a new year is a time when many of us reassess our finances and look to make improvements. This presentation will walk you through that process and give you tips to think about with your retirement savings. We discuss: • prioritization • making small impactful changes • new IRS limits • financial documents you might want to get in order this year

Retiree Profiles: Lifestyles In Retirement

In this video, we discuss the profiles of current retirees from an EBRI survey conducted on 2,000 retired households. We analyze the lifestyles of these five retiree groups. Then, develop lessons we can learn from them to better prepare for retirement ourselves.