Your Guide to Living Well in Retirement
Retirement is a major life transition that can be both challenging and deeply rewarding. This webinar will focus on the human factors that can help you add a new and exciting chapter to your life story.
We’ll talk about how you can:
• Find your purpose
• Stay physically, mentally and emotionally healthy
• Create community to stay connected
Thursday, August 14, 2025 at 11:00 a.m.
Live Long and Prosper: Your Guide to Understanding Longevity
Longevity is a gift. But as life-prolonging medical advancements proliferate, how can you improve not just the length of your life, but also the extent of your health and wealth? During this webinar, learn about:
• Challenges and opportunities associated with increased longevity
• How longevity literacy affects retirement planning and saving decisions
• Actions for maintaining an aging population’s health, wealth and happiness
Thursday, August 28, 2025 at 2:00 p.m.
Past Events
These will be available for 90 days after the presentation date online.
Quarterly Economic and Market Update
Hear from the experts in our Wealth Chief Investment Office about key drivers of the markets and economy that are impacting investors.
We’ll share views on:
• The state of the U.S. economy and key market drivers
• Factors influencing market volatility
• Investing in public markets
Wednesday, July 9, 2025 at 11:00 a.m.
Steps to Help Secure Your Income in Retirement: A Mid-Career Check-in
Only 34% of nonretirees think their retirement savings plan is currently on track. A check-in at this stage of your career can help you take action now to set yourself up for greater financial security later.
In this webinar, you’ll find out how to:
• Know where you stand
• Set financial priorities
• Optimize your savings and investments
• Make a plan for lifetime income
Wednesday, July 23, 2025 at 11:00 a.m.
Set Your Retirement Date: Understand the Factors to Get You to Your Goal
For anyone starting to think seriously about when to retire, this webinar takes you through steps to deciding when the time is right, including estimating retirement expenses, closing any income gap and understanding key milestones that can impact your retirement finances.
We’ll cover how you can:
• Create your vision
• Understand what’s ahead
• Estimate expenses and income
• Make your plan
Wednesday, June 11, 2025 at 11:00 a.m.
How Longevity Affects Financial Planning and Family Caregiving
Gains in life expectancy over the past 100 years reflect enormous achievements in medicine and public health. But with increased longevity comes longer retirements and the need for more caregiving—and its associated costs. Yet caregiving expenses are rarely a focus of traditional financial planning, putting retirement security at risk.
During this webinar, learn about:
• The range and complexity of financial caregiving
• How financial caregiving fits in with other expenses at different life stages
• How to plan ahead for caregiving costs
Thursday, June 26, 2025 at 2:00 p.m.