Webinar Library
Articles
Empower Your People: High-Impact Strategies to Boost Retirement Readiness
What really moves the needle when it comes to helping employees retire successfully? In this panel discussion, we'll explore how thoughtful plan design and personalized participant support can work together to improve retirement readiness. Our spea...
Evolution of the Advisor: Guiding HR Professionals Towards Financial Wellness & Workforce Resilience
As HR shifts from administrative tasks to a more strategic leadership role, advisors must evolve alongside them – or risk falling behind. Helping employees navigate their financial stress, retirement readiness, and overall well-being are top prior...
From Pokémon to Pensions: Meeting Retirement Needs for Generation Z
The modern workforce is a dynamic mix of generations, each with distinct qualities and values. From Boomers to Generation Alpha, understanding these groups is essential, especially as Generation Z's preferences begin to reshape workplace culture. G...
Future-Ready Workplaces: Integrating AI into Work
AI is no longer just an IT conversation—it’s reshaping how companies hire, operate, and lead. In this webinar, we are exploring how mid-sized employers can thoughtfully integrate AI across departments, from optimizing talent to streamlining operatio...
Helping Participants Retire: Your Role as a Plan Sponsor
The retirement industry is experiencing a major shift – one that Plan Sponsors can’t afford to ignore. Previous models left many participants unprepared for retirement. Now, with more people retiring than ever and new government policies in place,...
How Emotions Impact Your Investment Strategy
Investment success isn’t just about choosing the right portfolio – it’s about managing emotions. Biases like envy, fear of loss, and the urge to act can lead to poor decisions, such as trying to time the market or chasing risky trends. Maintaining...
Long-Term Care: Plan Today, Secure Tomorrow
Planning for future Long-Term Care can be scary. The expenses are vague, your needs are up in the air, and you don’t know where to start. Out of sight, out of mind, right? Wrong. At least 70%* of the population will eventually need some level of ...
Maximizing HSAs: What’s Changed with OBBBA and Why It Matters
HSAs are one of the fastest-growing employee benefits – but many people still don’t use them, even when eligible. A recent WEX & VISA joint survey highlights the barriers that hold people back, from confusion about how HSAs work to simply not knowin...
Medicare & Social Security: What You Need to Know
Medicare and Social Security are often confusing, but they don’t have to be. By having a strong foundation of the basics, you can set yourself and your clients up for success. Whether you’re new to the world of Medicare and Social Security or just d...
Mind Over Money: Avoid Common Financial Mistakes
When it comes to investing, emotions can often influence our decisions more than we realize, potentially impacting the long-term success of your portfolio. The first step to overcoming these biases is recognizing them. In this webinar, we’ll expl...
Planning for Health Care Costs in Retirement
Planning for health and wealth needs is essential for a secure retirement. By integrating medical expenses into your financial strategy, you can better prepare for the rising costs of healthcare, especially Medicare. It’s important not to wait unti...
Personalized Investing: A Smarter Path to Retirement Readiness
Today’s participants face increasingly complex and high-stakes decisions about how to invest for retirement, decisions many are unprepared to make. Left on their own, participants often end up with portfolios that are misaligned with their goals, ri...
Staying Ahead: Fiduciary Best Practices and Legislative Insights for Institutional Plans
Fiduciary duty plays a foundational role in ensuring that institutional retirement plans are managed with the utmost care, integrity, and diligence. In this session, we’ll explore the essential responsibilities plan fiduciaries carry under ERISA—i...
Understanding Bitcoin: A Beginner’s Guide
Curious to learn about Bitcoin but not sure where to start? This beginner-friendly webinar breaks down the essentials without the investment talk, helping you to understand why Bitcoin matters and what it may mean for the future. We’ll begin to exp...