*Each webinar is available online for 90-days passed the event
January Webinars
Naming Your Beneficiaries: Why It Matters
Naming beneficiaries to your financial accounts is probably something you’ve received a lot of reminders about, but maybe you haven’t known why taking care of it is important.
Tuesday, January 6, 2026 at 10:00 a.m.
Quarterly Market and Economic Update
Hear from the experts in our Wealth Chief Investment Office about key drivers of the markets and economy that are impacting investors.
Wednesday, January 14, 2026 at 11:00 a.m.
Smooth Transitions: Financial Tips for a Job Change
Learn how to navigate job changes, manage your finances, and build a plan for long-term financial security and confidence.
Wednesday, January 21, 2026 at 11:00 a.m.
February Webinars
Yours, Mine, Ours: Finances for Blended Families
Navigate the financial complexities of blended family dynamics, such as budgeting, planning, and aligning goals to build a secure future together.
Thursday, February 12, 2026 at 11:00 a.m.
Managing Your Finances During and After a Divorce
Guidance on navigating divorce with confidence—manage assets, update plans, and rebuild your financial future with clarity and control.
Tuesday, February 24, 2026 at 10:00 a.m.
March Webinars
Your Guide to Living Well in Retirement
You can thrive in retirement. Let’s explore strategies and tips to get you there.
Wednesday, March 11, 2026 at 10:00 a.m.
Understanding Required Minimum Distributions (RMDs)
Learn how required minimum distributions (RMDs) work, when they apply, and how to avoid penalties to make the most of your retirement savings.
Thursday, March 26, 2026 at 11:00 a.m.
April Webinars
What You Need to Know About Social Security
Social Security will likely play a significant role in your retirement income. Learn the basics about Social Security, including how your benefit is calculated and strategies for claiming benefits.
Tuesday, April 7, 2026 at 11:00 a.m.
Quarterly Market and Economic Update
Hear from the experts in our Wealth Chief Investment Office about key drivers of the markets and economy that are impacting investors.
Wednesday, April 15, 2026 at 11:00 a.m.
Navigating the Sandwich Generation: Financial Strategies for the Caregiving Squeeze
Learn how to manage caring for your aging parents while supporting your adult children. It can be done.
Wednesday, April 22, 2026 at 10:00 a.m.
May Webinars
Money Psychology: Beyond the Numbers
Explore how emotions and habits shape money choices—and how to align them with your goals.
Thursday, May 7, 2026 at 10:00 a.m.
Finance for New Grads
Build smart money habits from day one—learn to manage benefits, budget wisely, and plan for long-term financial success.
Tuesday, May 19, 2026 at 11:00 a.m.
June Webinars
Set Your Retirement Date: Understand Your Factors to Get You to Your Goal
Whether you plan to retire today or 30 years from now, it’s never too early—or too late—to design the life you want. Let’s explore the steps to getting you there.
Wednesday, June 10, 2026 at 11:00 a.m.
Identity Theft: Safeguarding Your Finances
Protect yourself from identity theft— learn how it happens, how to prevent it, and what to do if you’re targeted.
Thursday, June 25, 2026 at 10:00 a.m.