Retirement Savings & Planning
Saving for a successful retirement starts early. If you can plan ahead and remain consistent, the better your chances are of living with financial freedom into retirement. Together with an adviser, you’ll be able to define priorities and confidently navigate financial decisions to get you there.
Decoding Your Employee Benefits
Whether you’re a new employee or a seasoned professional, it’s important to understand your benefits package. Join us as we break down various types of employee benefits such as health insurance, retirement plans, stock options, and more. Click on the video above for access to the full video and presentation slides as well!
Planning to Retire Series Session #4: Emotions of Retirement
We all have our dreams for our time spent after retirement. But, to make those a reality, we need to prepare for how we will be funding them. Join us as we delve into essential strategies for creating a sustainable retirement income plan. Click on the video above for access to the full video and presentation slides as well!
Planning to Retire Series Session #3: Creating a Reliable Income Stream
We all have our dreams for our time spent after retirement. But, to make those a reality, we need to prepare for how we will be funding them. Join us as we delve into essential strategies for creating a sustainable retirement income plan. Click on the video above for access to the full video and presentation slides as well!
Planning to Retire Series Session #2: Medicare Made Easy
Making decisions about Medicare can leave you feeling overwhelmed and uncertain. After all, you are making important healthcare decisions that can affect the rest of your life. This comprehensive session will guide you through the ins and outs of Medicare to help you make informed decisions about your healthcare coverage. Click on the video above for access to the full video and presentation slides as well!
Planning to Retire Series Session #1: Understanding Your Social Security Benefits
Whether you’re approaching retirement or simply seeking to maximize your Social Security income, this webinar will be a comprehensive guide to help you make informed decisions for a financially secure future. Click on the video above for access to the full video and presentation slides as well!
I’m a Financial Planner, Ask Me Anything!
How much should I be saving for retirement? What’s a good way to pay off my debt? Join financial experts Mindee Kissinger and Keith Huber as they answer popular questions in this special “Ask Me Anything” edition of Financial Academy. Click on the video above for access to the full video and presentation slides as well!
Protecting Your Legacy Through Proper Estate Planning
Are you ready to safeguard your legacy through strategic estate planning? In this informative session, we will share helpful tips on how to create a comprehensive estate plan tailored to your unique needs and goals. You’ll learn about essential estate planning tools and how to protect your assets and ensure a smooth transfer to your loved ones. Click on the video above for access to the full video and presentation slides as well!
A Comprehensive Guide to Understanding Your Retirement Plan
Join us as we delve into the intricacies of a workplace retirement plan and equip you with the essential knowledge you need to secure your financial future. Here we’ll discuss the basics of retirement accounts, how much you can save, and options to help you gain a deeper understanding of your retirement plan. Click on the video above for access to the full video and presentation slides as well!
The Social Security Myth Busting Guide
We all have our own idea of what Social Security might look like for us, but with all the noise that surrounds it, it’s hard to get an accurate depiction of what’s really in store. Join us as we dive into the common misconceptions that come with Social Security and provide you a realistic view of what’s ahead. Click on the video above for access to the full video and presentation slides as well!
Maximizing Your HSA
Ready to unlock the potential of your health savings account (HSA)? Let us help you uncover expert strategies to optimize your HSA contributions that will help you make the most of this powerful retirement & health savings tool. Click on the video above for access to the full video and presentation slides as well!
Your Medicare Questions Answered
We understand that it can sometimes feel overwhelming when making decisions surrounding Medicare. After all, you are making important healthcare decisions that can affect the rest of your life. For this reason, we’ve invited John Lutgen to discuss some of the most asked Medicare questions to get you the answers you’re looking for. Click on the video above for access to the full video and presentation slides as well!
Playing It Safe: Protecting You and Your Accounts
Cybersecurity is fundamental now and big organizations aren’t the only ones vulnerable to attacks. Individuals are falling victim to online crimes as well. Our personal and confidential lives rely heavily on cyberspace, and we must understand how to protect our digital footprints. In this webinar, Trish McGinity will help you identify risks, build better cyber habits, and know what to do during a breach.
4 Easy Things You Can Do to Protect Yourself From Cyber Threats
Investment advice is offered through OneDigital Investment Advisers, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital. Please note the other companies referenced on this website are separate entities from OneDigital Investment Advisers and are not authorized to provide, and do not provide, investment advisory or securities brokerage services.