Workshops & Webinars

Debt Reset 2026: Smarter Payoff & Consolidation Strategies
Wednesday, January 7 | 6:00 PM ET
Start the year with a clear plan to tackle debt and regain control of your finances. This session covers practical strategies for paying down balances, understanding consolidation options, and choosing an approach that fits your goals. Perfect for anyone looking to reduce stress and build momentum in the new year.
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Start 2026 Secure: Smart Security Habits for the New Year
Wednesday, January 21 | 6:00 PM ET
The beginning of a new year is a natural time to take stock of how you protect your finances. This session reviews smart security habits and the most common scams members encounter, helping you recognize risks and strengthen your financial safety heading into 2026.
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Beyond Generational Wealth: What Beneficiaries Need to Know
Wednesday, January 28 | 6:00 PM ET
Inheriting assets can be overwhelming without the right information. This session walks through what beneficiaries should know about inherited accounts, common mistakes to avoid, and key decisions that can have long-term financial and tax implications. Ideal for anyone who has inherited—or may one day inherit—assets.
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Would you like our experts to provide one of these webinar sessions to your employees at no cost? It's a free benefit for the Select Employee Groups that we serve. Contact [email protected] to schedule your webinar today.
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Webinar content is for educational purposes only and is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.


