Smart Strategies for Retirement Planning - October 28 2026

Retirement doesn't have to be confusing or overwhelming. Learn how to align your money choices with your values, take advantage of key benefits, understand investment basics, and navigate behaviors that can either help or hinder success. Walk away with clarity, confidence, and a plan that feels doable.

By the end of the webcast, you will:

• Understand how employer plans, IRAs, and other savings tools work together.
• Recognize how habits, emotions, and procrastination can impact long-term savings success.
• Know how to estimate future needs and set realistic retirement goals.
• Identify next steps to increase contributions, maximize benefits, or adjust their current plan.

Who should attend:

• Anyone preparing for retirement—early, mid-career, or nearing retirement.
• Anyone unsure whether they're saving enough, using the right accounts, or taking full advantage of their workplace retirement benefits.

This free webcast is hosted by our financial fitness partner, Balance Financial Wellness.