TCG, a HUB International company

7 Retirement Planning Myths
2024-01-18 - 2024-02-07
TOPIC OF THE MONTH

7 Retirement Planning Myths

🗓 Thursday, January 18, 2024

About This Course
7 Retirement Planning Myths
Discover the realities of retirement planning. This enlightening lesson debunks common myths, clarifies the role of Social Security, Medicare, and estate planning, and explores effective debt management and investment strategies. Whether you’re starting to save or prepping for retirement, gain insights to navigate your retirement journey with confidence. Join us to transform your retirement planning with informed decisions.

The course is accessible online at any time, so you can complete it when it’s convenient for you.



Planning for your future? Start Here
Book a TeleWealth™ virtual meeting for personalized help on how to pursue your financial goals.
Schedule Now →

How Much Do I Need to Retire?
2024-02-14 - 2024-02-29
TOPIC OF THE MONTH

How Much Do I Need to Retire?

🗓 Wednesday,February 14, 2024

Coming Soon

About This Course
How Much Do I Need to Retire?
Join us for an essential course for anyone planning for a comfortable retirement. Delve into the intricacies of retirement planning, including the 4% rule, age-specific savings goals, and the critical Income Gap Analysis. Learn to calculate your retirement expenses, understand the impact of inflation, and personalize your investment strategy. Whether you’re just starting or well into your savings journey, this course equips you with the tools and knowledge to accurately estimate your retirement needs and create a robust financial plan.

The course is accessible online at any time, so you can complete it when it’s convenient for you.



Planning for your future? Start Here
Book a TeleWealth™ virtual meeting for personalized help on how to pursue your financial goals.
Schedule Now →

5 Steps to a Successful Retirement
2024-03-21 - 2024-03-31
TOPIC OF THE MONTH

5 Steps to a Successful Retirement

🗓 Wednesday, March 13, 2024

Course opens in

About This Course
5 Steps to a Successful Retirement
This course offers essential insights into retirement planning, from budgeting and investment strategies to estate management. Discover how to align your financial goals with a practical plan, ensuring a comfortable and secure retirement. Learn to navigate risks, maximize returns, and protect your legacy. Embrace the opportunity to take control of your future and build a retirement plan that brings peace of mind and fulfillment.

The course is accessible online at any time, so you can complete it when it’s convenient for you.



Planning for your future? Start Here
Book a TeleWealth™ virtual meeting for personalized help on how to pursue your financial goals.
Schedule Now →

Understanding Retirement Account Fees and Expenses
2024-04-10 - 2024-04-30
TOPIC OF THE MONTH

5 Steps to a Successful Retirement

🗓 Wednesday, March 13, 2024

Coming Soon

About This Course
5 Steps to a Successful Retirement
This course offers essential insights into retirement planning, from budgeting and investment strategies to estate management. Discover how to align your financial goals with a practical plan, ensuring a comfortable and secure retirement. Learn to navigate risks, maximize returns, and protect your legacy. Embrace the opportunity to take control of your future and build a retirement plan that brings peace of mind and fulfillment.

The course is accessible online at any time, so you can complete it when it’s convenient for you.



Planning for your future? Start Here
Book a TeleWealth™ virtual meeting for personalized help on how to pursue your financial goals.
Schedule Now →

3 Retirement Planning Tips
2024-05-09 - 2024-05-31
TOPIC OF THE MONTH

3 Retirement Planning Tips

🗓 Thursday, May 9, 2024

Course opens in

About This Course
3 Retirement Planning Tips
Discover how to define and realize your retirement vision, be it traveling, family time, or pursuing hobbies. Learn effective strategies to increase your savings rate, ensuring a larger nest egg for your golden years. Also, gain insights into planning for contingencies with an emergency fund to cover unexpected expenses. Join us to turn your retirement dreams into achievable goals.

The course is accessible online at any time, so you can complete it when it’s convenient for you.



Planning for your future? Start Here
Book a TeleWealth™ virtual meeting for personalized help on how to pursue your financial goals.
Schedule Now →

Investing at Every Age
2024-06-13 - 2024-06-30
TOPIC OF THE MONTH

Investing at Every Age

🗓 Wednesday, June 12, 2024

Course opens in

About This Course
Investing at Every Age
Discover essential tips for investing in your 30s, 40s, and 50s, including maximizing retirement contributions, diversifying your portfolio, and the importance of rebalancing investments. We’ll explore how to make smart financial moves in your 30s, adjust strategies in your 40s, and prepare for retirement in your 50s. Avoid common pitfalls and take the right steps towards a prosperous future. Whether you’re just starting out or looking to fortify your financial foundations, this session offers valuable guidance for every age.

The course is accessible online at any time, so you can complete it when it’s convenient for you.



Planning for your future? Start Here
Book a TeleWealth™ virtual meeting for personalized help on how to pursue your financial goals.
Schedule Now →

7 Retirement Terms You Need to Know
2024-07-10 - 2024-07-31
TOPIC OF THE MONTH

7 Retirement Terms You Need to Know

🗓 Wednesday, July 10, 2024

Coming Soon

About This Course
7 Retirement Terms You Need to Know
Discover how to define and realize your retirement vision, be it traveling, family time, or pursuing hobbies. Learn effective strategies to increase your savings rate, ensuring a larger nest egg for your golden years. Also, gain insights into planning for contingencies with an emergency fund to cover unexpected expenses. Join us to turn your retirement dreams into achievable goals.

The course is accessible online at any time, so you can complete it when it’s convenient for you.



Planning for your future? Start Here
Book a TeleWealth™ virtual meeting for personalized help on how to pursue your financial goals.
Schedule Now →

Hiring a Retirement Plan Specialist
2024-08-07 - 2024-08-31

3 Common Post-Retirement Risks You Should Know
2024-09-12 - 2024-10-01
TOPIC OF THE MONTH

3 Common Post-Retirement Risks You Should Know

🗓 Wednesday, September 11, 2024

Course opens in

About This Course
3 Common Post-Retirement Risks You Should Know
This course will focus on three common post-retirement risks: personal and family, healthcare and housing, and financial risks. You’ll learn about managing employment risks, planning for longevity, coping with changes in marital status, and unexpected family needs. We’ll also cover strategies for dealing with unexpected medical bills, changing housing needs, and potential caregiver shortages.

The course is accessible online at any time, so you can complete it when it’s convenient for you.



Planning for your future? Start Here
Book a TeleWealth™ virtual meeting for personalized help on how to pursue your financial goals.
Schedule Now →

Unearth Funds You Had Forgotten About
2024-10-09 - 2024-10-31
TOPIC OF THE MONTH

Unearth Funds You Had Forgotten About

🗓 Wednesday, October 9, 2024

Course opens in

About This Course
Finding Unclaimed Retirement Benefits
We’ll guide you through a streamlined approach, starting with reconnecting with past employers, tracking down plan administrators, exploring state unclaimed property databases, and, if needed, consulting a Retirement Plan Specialist. This practical course is designed to equip you with the tools and knowledge needed to efficiently locate and secure any lost retirement funds.

The course is accessible online at any time, so you can complete it when it’s convenient for you.



Planning for your future? Start Here
Book a TeleWealth™ virtual meeting for personalized help on how to pursue your financial goals.
Schedule Now →

Planning for Medical Expenses in Retirement
2024-11-13 - 2024-11-30
TOPIC OF THE MONTH

Planning for Medical Expenses in Retirement

🗓 Wednesday, November 13, 2024

Coming Soon

About This Course
Planning for Medical Expenses in Retirement
This informative and practical course addresses the crucial aspects of managing healthcare costs as you age. Learn about the coverage details of Medicare Parts A, B, and D, and understand what Medicare doesn’t cover, such as long-term care and certain routine services. Dive deep into the benefits of Health Saving Accounts (HSAs) and how they can provide tax-advantaged savings for your medical expenses.

The course is accessible online at any time, so you can complete it when it’s convenient for you.



Planning for your future? Start Here
Book a TeleWealth™ virtual meeting for personalized help on how to pursue your financial goals.
Schedule Now →

9 Questions to Ask Before You Retire
2024-12-11 - 2024-12-31
TOPIC OF THE MONTH

9 Questions to Ask Before You Retire

🗓 Wednesday, December 11, 2024

Begin the Course

About This Course
9 Questions to Ask Before You Retire
Step confidently into your retirement with our essential guide, ‘9 Questions to Ask Before You Retire’. This course provides a comprehensive approach to preparing for retirement, guiding you through crucial considerations and strategic decisions. Learn how to set clear retirement goals, manage healthcare and long-term care costs effectively, adjust your investment strategy, and prepare for unexpected financial emergencies.

The course is accessible online at any time, so you can complete it when it’s convenient for you.



Planning for your future? Start Here
Book a TeleWealth™ virtual meeting for personalized help on how to pursue your financial goals.
Schedule Now →

What Are You Paying for Your Retirement Plan? ​
2025-01-15 - 2025-01-30
Home / Retirement Rundown / Course 1

What Are You Really Paying for Your Retirement Plan?

Date: January 15th

Duration: 10-15 min

Pace: Self-paced

Lecture type: Online

Language: English

Course Opens In:

Many people are unaware of the hidden fees embedded in their retirement plans, yet these costs can significantly erode long-term savings. Understanding these fees and their impact is essential for taking control of your financial future. Even small fees can dramatically reduce your nest egg over time due to the compounding effect. By identifying these costs and adopting strategies like switching to lower-cost funds, using fee-based advisory services, and consolidating accounts, you can reduce fees without sacrificing quality. Taking these steps can help you maximize your retirement savings and achieve your financial goals.
Why Take This Course?

Identify Hidden Fees: Learn to uncover the often-overlooked costs embedded in your retirement plan.
Understand Fee Impact: See how even small fees can significantly erode your savings over time due to the compounding effect.
Maximize Savings: Discover strategies like switching to lower-cost funds and consolidating accounts to reduce fees without sacrificing quality.
Take Control: Gain the knowledge and confidence to make informed decisions about your retirement investments.

The course is accessible online at any time, so you can complete it when it’s convenient for you.

Planning for your future? Start Here

Book a TeleWealth™ virtual meeting for personalized help on how to pursue your financial goals.

Schedule Now

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9 Questions to Ask Before You Retire

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How Secure Act 2.0 Is Changing Retirement Plans​

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Stay ahead in Retirement Planning with just 10 minutes a month
Retirement Rundown delivers essential insights to help you plan your financial future with confidence.

How Secure Act 2.0 Is Changing Retirement Plans​
2025-02-12 - 2025-02-28
TOPIC OF THE MONTH

What Are You Paying for Your Retirement Plan?

🗓 Wednesday, January 15, 2025

Begin the Course

About This Course
9 Questions to Ask Before You Retire
Step confidently into your retirement with our essential guide, ‘9 Questions to Ask Before You Retire’. This course provides a comprehensive approach to preparing for retirement, guiding you through crucial considerations and strategic decisions. Learn how to set clear retirement goals, manage healthcare and long-term care costs effectively, adjust your investment strategy, and prepare for unexpected financial emergencies.
The course is accessible online at any time, so you can complete it when it’s convenient for you.



Planning for your future? Start Here
Book a TeleWealth™ virtual meeting for personalized help on how to pursue your financial goals.
Schedule Now →

How Much Do You Really Need to Retire?
2025-03-12 - 2025-03-31

The Top 3 Secrets for Retirement Planning Success ​
2025-04-01 - 2025-04-30
Home / Retirement Rundown / Course 4

The Top 3 Secrets for Retirement Planning Success

Date: April 1st

Duration: 10-15 min

Pace: Self-paced

Lecture type: Online

Language: English

Course Opens In:

Ready to take control of your financial future? Discover the top strategies for building a secure retirement. From smart budgeting hacks to expert investment insights, these proven tips will set you on the path to achieving your retirement dreams with confidence.
Why Take This Course?

Understanding retirement strategies reduces stress about money and ensures you’re prepared for unexpected expenses.
Learning the common pitfalls in retirement planning helps you avoid costly errors that could derail your goals.
By the end of this session, you’ll have the tools and insights needed to take control of your retirement planning and work toward a future that aligns with your aspirations.

The course is accessible online at any time, so you can complete it when it’s convenient for you.

Planning for your future? Start Here

Book a TeleWealth™ virtual meeting for personalized help on how to pursue your financial goals.

Schedule Now

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How Much Do You Really Need to Retire?

Upcoming Course

5 Costly Mistakes That Can Wreck Your Retirement Goals

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Stay ahead in Retirement Planning with just 10 minutes a month
Retirement Rundown delivers essential insights to help you plan your financial future with confidence.

Stay ahead in Retirement Planning with just 10 minutes a month
Retirement Rundown delivers essential insights to help you plan your financial future with confidence.

5 Costly Mistakes That Can Wreck Your Retirement Goals
2025-05-01 - 2025-05-31
Home / Retirement Rundown / Course 5

5 Costly Mistakes That Can Wreck Your Retirement Goals

Date: May 1st

Duration: 10-15 min

Pace: Self-paced

Lecture type: Online

Language: English

Course Opens In:

Don’t let avoidable mistakes jeopardize your future. This guide uncovers five critical errors in saving, investing, and protecting your retirement legacy—and shows you how to steer clear of them. Take proactive steps now to stay on track and secure the retirement you’ve worked so hard to achieve.

Why Take This Course?

Knowledge empowers you to make smarter decisions, giving you confidence in your retirement strategy and reducing financial stress.
Avoiding unnecessary fees, penalties, or poor investment choices helps your money grow and work harder for you.
By the end of this session, you’ll have the tools and insights needed to take control of your retirement planning and work toward a future that aligns with your aspirations.

The course is accessible online at any time, so you can complete it when it’s convenient for you.

Planning for your future? Start Here

Book a TeleWealth™ virtual meeting for personalized help on how to pursue your financial goals.

Schedule Now

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The Top 3 Secrets for Retirement Planning Success ​

Upcoming Course

7 Must-Know Retirement Terms

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Stay ahead in Retirement Planning with just 10 minutes a month
Retirement Rundown delivers essential insights to help you plan your financial future with confidence.

Stay ahead in Retirement Planning with just 10 minutes a month
Retirement Rundown delivers essential insights to help you plan your financial future with confidence.

7 Must-Know Retirement Terms
2025-06-01 - 2025-06-30
Home / Retirement Rundown / Course 6

7 Must-Know Retirement Terms

Date: June 1st

Duration: 10-15 min

Pace: Self-paced

Lecture type: Online

Language: English

Course Opens In:

Retirement planning doesn’t have to feel overwhelming. By understanding key terms like “RMDs” and “Catch-Up Contributions,” you can take control of your financial future with confidence. This guide breaks down the essential terminology you need to know, making it easier to navigate your retirement planning journey.

Why Take This Course?

Understanding specific terms ensures you’re taking full advantage of options like tax breaks, investment strategies, and government programs.
When you grasp the language of retirement, you can craft a more effective strategy that aligns with your goals, whether it’s saving more or reducing taxes.
By the end of this session, you’ll have the tools and insights needed to take control of your retirement planning and work toward a future that aligns with your aspirations.

The course is accessible online at any time, so you can complete it when it’s convenient for you.

Planning for your future? Start Here

Book a TeleWealth™ virtual meeting for personalized help on how to pursue your financial goals.

Schedule Now

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5 Costly Mistakes That Can Wreck Your Retirement Goals

Upcoming Course

Is Your Retirement Plan on the Right Path?

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Stay ahead in Retirement Planning with just 10 minutes a month
Retirement Rundown delivers essential insights to help you plan your financial future with confidence.

Stay ahead in Retirement Planning with just 10 minutes a month
Retirement Rundown delivers essential insights to help you plan your financial future with confidence.

Is Your Retirement Plan on the Right Path?
2025-07-01 - 2025-07-31
Home / Retirement Rundown / Course 7

Is Your Retirement Plan on the Right Path?

Date: July 1st

Duration: 10-15 min

Pace: Self-paced

Lecture type: Online

Language: English

Course Opens In:

A successful retirement doesn’t happen by chance—it requires careful planning and regular check-ins. This guide will show you how to assess your current progress, identify potential gaps, and make strategic adjustments to keep you on course. Whether you’re nearing retirement or still years away, taking these steps will ensure your financial plan aligns with your goals, giving you confidence and peace of mind for the future you’ve worked hard to achieve.

Why Take This Course?

Regularly evaluating your plan helps ensure your savings and investments match your desired lifestyle in retirement.
Monitoring your progress helps you identify areas to improve, like increasing contributions, adjusting investments, or taking advantage of tax-saving opportunities.
By the end of this session, you’ll have the tools and insights needed to take control of your retirement planning and work toward a future that aligns with your aspirations.

The course is accessible online at any time, so you can complete it when it’s convenient for you.

Planning for your future? Start Here

Book a TeleWealth™ virtual meeting for personalized help on how to pursue your financial goals.

Schedule Now

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7 Must-Know Retirement Terms

Upcoming Course

The Real Cost of Healthcare in Retirement and How to Prepare

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Stay ahead in Retirement Planning with just 10 minutes a month
Retirement Rundown delivers essential insights to help you plan your financial future with confidence.

Stay ahead in Retirement Planning with just 10 minutes a month
Retirement Rundown delivers essential insights to help you plan your financial future with confidence.

The Real Cost of Healthcare in Retirement and How to Prepare
2025-08-01 - 2025-08-31
Home / Retirement Rundown / Course 8

The Real Cost of Healthcare in Retirement and How to Prepare

Date: August 1st

Duration: 10-15 min

Pace: Self-paced

Lecture type: Online

Language: English

Course Opens In:

Healthcare is one of the biggest expenses in retirement, but with the right planning, you can stay ahead. This guide breaks down the true costs of healthcare, explores how Medicare fits into your strategy, and provides tips for managing rising expenses. By understanding these crucial factors, you’ll be better equipped to protect your savings and enjoy a healthier, more secure retirement.

Why Take This Course?

From chronic conditions to long-term care, healthcare costs can be unpredictable. Preparing for these possibilities reduces financial stress.
With a clear understanding of healthcare costs and a solid plan in place, you can focus on enjoying your retirement without worrying about unexpected medical bills.
By the end of this session, you’ll have the tools and insights needed to take control of your retirement planning and work toward a future that aligns with your aspirations.

The course is accessible online at any time, so you can complete it when it’s convenient for you.

Planning for your future? Start Here

Book a TeleWealth™ virtual meeting for personalized help on how to pursue your financial goals.

Schedule Now

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Is Your Retirement Plan on the Right Path?

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3 Big Risks You Might Face After Retiring

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Stay ahead in Retirement Planning with just 10 minutes a month
Retirement Rundown delivers essential insights to help you plan your financial future with confidence.

Stay ahead in Retirement Planning with just 10 minutes a month
Retirement Rundown delivers essential insights to help you plan your financial future with confidence.

3 Big Risks You Might Face After Retiring
2025-09-01 - 2025-09-30
Home / Retirement Rundown / Course 9

3 Big Risks You Might Face After Retiring

Date: September 1st

Duration: 10-15 min

Pace: Self-paced

Lecture type: Online

Language: English

Course Opens In:

Retirement is an exciting chapter, but it comes with its own set of challenges. From unexpected health issues to housing transitions and financial surprises, it’s essential to be prepared. This guide will help you identify these common risks and provide strategies to navigate them, ensuring your retirement remains secure, comfortable, and enjoyable.

Why Take This Course?

Life is unpredictable. Being aware of potential risks enables you to adjust your retirement plan as circumstances change.
Knowing potential risks and having a plan to manage them reduces anxiety, allowing you to enjoy your retirement.
By the end of this session, you’ll have the tools and insights needed to take control of your retirement planning and work toward a future that aligns with your aspirations.

The course is accessible online at any time, so you can complete it when it’s convenient for you.

Planning for your future? Start Here

Book a TeleWealth™ virtual meeting for personalized help on how to pursue your financial goals.

Schedule Now

Previous Course

The Real Cost of Healthcare in Retirement and How to Prepare

Upcoming Course

How to Find Old Retirement Accounts and Consolidate Them

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Stay ahead in Retirement Planning with just 10 minutes a month
Retirement Rundown delivers essential insights to help you plan your financial future with confidence.

Stay ahead in Retirement Planning with just 10 minutes a month
Retirement Rundown delivers essential insights to help you plan your financial future with confidence.

How to Find Old Retirement Accounts and Consolidate Them
2025-10-01 - 2025-10-31
Home / Retirement Rundown / Course 10

How to Find Old Retirement Accounts and Consolidate Them

Date: October 1st

Duration: 10-15 min

Pace: Self-paced

Lecture type: Online

Language: English

Course Opens In:

Lost track of old retirement accounts? You’re not alone—but reclaiming and consolidating them can simplify your financial life. This guide will show you how to locate forgotten accounts, bring them together, and streamline your investments. By consolidating, you can reduce fees, improve oversight, and make managing your retirement savings easier than ever.

Why Take This Course?

Consolidating accounts reduces clutter, making it easier to track your investments and monitor your progress toward retirement goals.
Forgotten accounts may sit idle or lose value over time. Finding and consolidating them ensures every dollar is contributing to your retirement.
By the end of this session, you’ll have the tools and insights needed to take control of your retirement planning and work toward a future that aligns with your aspirations.

The course is accessible online at any time, so you can complete it when it’s convenient for you.

Planning for your future? Start Here

Book a TeleWealth™ virtual meeting for personalized help on how to pursue your financial goals.

Schedule Now

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3 Big Risks You Might Face After Retiring

Upcoming Course

9 Questions to Ask Yourself Before Retiring

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Stay ahead in Retirement Planning with just 10 minutes a month
Retirement Rundown delivers essential insights to help you plan your financial future with confidence.

Stay ahead in Retirement Planning with just 10 minutes a month
Retirement Rundown delivers essential insights to help you plan your financial future with confidence.

9 Questions to Ask Yourself Before Retiring
2025-11-01 - 2025-11-30
Home / Retirement Rundown / Course 11

9 Questions to Ask Yourself Before Retiring

Date: November 1st

Duration: 10-15 min

Pace: Self-paced

Lecture type: Online

Language: English

Course Opens In:

Retirement is a major life milestone, and asking the right questions can help you prepare with confidence. From evaluating your savings to considering your timing and lifestyle, this guide will help you reflect on the essential aspects of your retirement plan. Answering these key questions ensures you’re ready to transition smoothly and enjoy the retirement you’ve worked so hard to achieve.

Why Take This Course?

Reflecting on your savings, income sources, and expenses ensures you have enough to sustain your desired lifestyle throughout retirement.
Identifying potential challenges, such as healthcare costs or market fluctuations, allows you to build a plan that minimizes risks.
By the end of this session, you’ll have the tools and insights needed to take control of your retirement planning and work toward a future that aligns with your aspirations.

The course is accessible online at any time, so you can complete it when it’s convenient for you.

Planning for your future? Start Here

Book a TeleWealth™ virtual meeting for personalized help on how to pursue your financial goals.

Schedule Now

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How to Find Old Retirement Accounts and Consolidate Them

Upcoming Course

7 Common Beliefs About Retirement That Aren’t True

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Stay ahead in Retirement Planning with just 10 minutes a month
Retirement Rundown delivers essential insights to help you plan your financial future with confidence.

Stay ahead in Retirement Planning with just 10 minutes a month
Retirement Rundown delivers essential insights to help you plan your financial future with confidence.

7 Common Beliefs About Retirement That Aren’t True
2025-12-01 - 2025-12-31
Home / Retirement Rundown / Course 12

7 Common Beliefs About Retirement That Aren’t True

Date: December 1st

Duration: 10-15 min

Pace: Self-paced

Lecture type: Online

Language: English

Course Opens In:

Don’t let popular myths lead you astray in your retirement planning. This guide uncovers the truth behind seven widespread misconceptions that could derail your financial future. By separating fact from fiction, you’ll be better equipped to make informed decisions and create a more realistic and secure retirement plan.

Why Take This Course?

Knowing the facts allows you to make smarter choices about saving, investing, and spending in retirement.
Misguided beliefs, such as underestimating healthcare costs or over-relying on Social Security, can lead to financial shortfalls.
By the end of this session, you’ll have the tools and insights needed to take control of your retirement planning and work toward a future that aligns with your aspirations.

The course is accessible online at any time, so you can complete it when it’s convenient for you.

Planning for your future? Start Here

Book a TeleWealth™ virtual meeting for personalized help on how to pursue your financial goals.

Schedule Now

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9 Questions to Ask Yourself Before Retiring

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Stay ahead in Retirement Planning with just 10 minutes a month
Retirement Rundown delivers essential insights to help you plan your financial future with confidence.

Stay ahead in Retirement Planning with just 10 minutes a month
Retirement Rundown delivers essential insights to help you plan your financial future with confidence.

Design Your Future: Build the Blueprint for Your Ideal Retirement
2026-01-06 - 2026-03-31
Home / Retirement Rundown / Course 1

Design Your Future:Build the Blueprint forYour Ideal Retirement

Date: January 21st

Duration: 20 -25 min

Pace: Self-paced

Lecture type: Online

Language: English

Begin Course

Kick off the year by building a strong foundation for your future. In Quarter 1, you’ll explore what you want retirement to look like and learn how to align your financial plan with your goals. We’ll also cover tax-smart strategies for getting started—or getting back on track—with 401(k), 403(b), 457(b), and IRA savings options so you can make the most of every dollar.
Topics Covered:
• Start with the Vision — What Does Your Future Look Like?
Define lifestyle goals: where to live, when to retire, how to spend your time. Your financial plan should support the life you picture.

Tax-Smart Start to Retirement Saving

401(k), 403(b), 457(b), and IRAs — how they work and why they matter. What to do with old 401(k)s/403(b)s when you change employers.
The course is accessible online at any time, so you can complete it when it’s convenient for you.

Begin Course

Planning for your future? Start Here

Book a TeleWealth™ virtual meeting for personalized help on how to pursue your financial goals.

Schedule Now

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7 Common Beliefs About Retirement That Aren’t True

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Find Your Number: How to Stay on Track and Grow Your Nest Egg

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Stay ahead in Retirement Planning with just 10 minutes a month
Retirement Rundown delivers essential insights to help you plan your financial future with confidence.

Stay ahead in Retirement Planning with just 10 minutes a month
Retirement Rundown delivers essential insights to help you plan your financial future with confidence.

Find Your Number: How to Stay on Track and Grow Your Nest Egg
2026-04-13 - 2026-06-30
Home / Retirement Rundown / Course 3

Find Your Number: How to Stay on Track and Grow Your Nest Egg

Date: July 1st

Duration: 20 -25 min

Pace: Self-paced

Lecture type: Online

Language: English

Find your number and take control of your financial future in Quarter 3 by learning how to measure your progress, grow your savings, and protect what you’ve built. This quarter focuses on understanding whether you’re saving enough, harnessing the power of compounding, and ensuring your retirement assets are aligned with your long-term wishes. You’ll gain clarity around your goals, build stronger habits, and create a plan that supports both your lifetime needs and your legacy.
Topics Covered:
• Are You Saving Enough? — Measuring Your Retirement ReadinessLearn how to assess your progress using simple calculators, benchmarks, and savings guidelines. Discover how to evaluate your plan at any age, whether or not your employer offers a match. Build confidence through consistent saving and regular check-ins that keep you moving forward.
• Start Saving Now — The Power of Compounding InterestSee how early and consistent contributions can multiply your retirement savings over time. Learn why even small deposits in your 20s and 30s can grow into substantial wealth. Explore strategies like automating contributions, increasing savings with raises, and protecting your balance when changing jobs.
• Estate & Legacy Planning — Protecting Your NumberUnderstand how beneficiary designations on retirement accounts determine where your savings go—often more than your will. Learn why keeping these forms updated is essential to protecting your wishes and ensuring your hard-earned savings continue working for you and your loved ones.
This course is available online anytime, giving you the flexibility to learn at your own pace while building a stronger, more secure financial future.

Planning for your future? Start Here

Book a TeleWealth™ virtual meeting for personalized help on how to pursue your financial goals.

Schedule Now

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7 Common Beliefs About Retirement That Aren’t True

Upcoming Course

Stay Tuned!

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Stay ahead in Retirement Planning
Retirement Rundown delivers essential insights to help you plan your financial future with confidence.

Stay ahead in Retirement Planning
Retirement Rundown delivers essential insights to help you plan your financial future with confidence.

Protect Your Future: Safeguard Your Savings and Health in Retirement
2026-07-01 - 2026-10-05
Home / Retirement Rundown / Course 2

Protect Your Future:
Safeguard Your Savings
and Health in Retirement

Date: January 6th

Duration: 20 -25 min

Pace: Self-paced

Lecture type: Online

Language: English

Find clarity and confidence in your retirement plan this quarter by learning how to measure your progress and grow your savings with purpose. In Quarter 2, you’ll focus on understanding whether you’re on track for retirement, identifying how much you may actually need, and learning why starting—or continuing—now can make a powerful difference over time. This quarter is designed to help you replace uncertainty with direction and turn long-term goals into actionable steps.
Topics Covered:
• Are You Saving Enough? — How to Tell If You’re On TrackLearn how to gauge your retirement readiness at any age using simple benchmarks, calculators, and practical rules of thumb. Discover ways to boost savings whether or not your employer offers a match.
• Find Your “Magic Number” — How Much Will You Need to Retire?Explore common retirement guidelines, income replacement strategies, and the 4% rule to estimate a realistic savings target based on your lifestyle, goals, and income sources.
• Start Saving Now — The Power of CompoundingSee how time and consistency can dramatically grow your nest egg. Learn why starting early—or starting today—can significantly reduce financial stress later.
The course is accessible online at any time, so you can complete it when it’s convenient for you.

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Stay ahead in Retirement Planning
Retirement Rundown delivers essential insights to help you plan your financial future with confidence.

Stay ahead in Retirement Planning
Retirement Rundown delivers essential insights to help you plan your financial future with confidence.

Master Your Money Moves: Invest Smart and Catch Up with Confidence
2026-10-05 - 2027-01-08
