Do you want to start your financial journey on the right foot?

With this series, get the knowledge you need to help you take control of your finances and build your future. Saving for your first home, building a nest egg, or setting yourself up to reach your retirement dreams? This series is for you. 

1. Staying the course

March 22, 12 p.m. ET

Learn how to navigate your investments and stay on track with your saving goals during uncertain times.   This webinar addresses how to stay calm during fluctuations in market values. The discussion includes reviewing your priorities and goals and knowing your comfort with risk.



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2. Five steps to boost your financial health

April 18th, 1 p.m. ET 

Are you saddled with money troubles? Are you having troubles getting started on your financial roadmap? This webinar will focus on the five steps to boost your financial health. Topics include:

  • assessing your current situation
  • creating goals
  • making a budget
  • keeping your finances healthy



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3. Your health and wealth – what’s the connection?

May 17, 12 p.m. ET

The link between mental, physical and financial well-being is strong. Money may not buy happiness, but your relationship with it can impact your health. Stress caused by money troubles, or a lack of financial knowledge, can affect your mental and physical well-being. In this webinar we will review:

  • the connection between physical, mental and financial
  • the impacts of financial stress
  • how having a plan helps you prepare to manage financial stress. 
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Make well-informed decisions with helpful advice.

Talk to your advisor or find one near you – there’s no cost to talk to an advisor.

Check out our previous webinars and Tools & Resources for articles, calculators and tips to help you manage your money and health. 

Tools, tips & calculators