Take Charge of Your Financial Future

At OneDigital Investment Advisors (OneDigital), we believe saving and investing should be easier for everyone. Here at our Financial Academy, you'll find resources to help you manage your money more confidently and reach your goals.

Each month, you're invited to join a live class with one of our financial advisers. Register for our upcoming Financial Academy sessions below.

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Monthly Featured Webinar

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.

GIF_Financial Academy Feb 2024

MARCH SESSIONS

Empowering Financial Conversations: A Women’s Panel for Financial Freedom

Friday, Mar. 8, 2 p.m. CST

Women’s History Month, celebrated every March, provides an opportunity to honor and recognize the remarkable contributions of women throughout history.
This celebration is a great time for financial professionals to share some of their knowledge about the unique financial barriers women may face today. In this special Financial Academy session, our speakers will guide us through key financial areas that empower women to take control of their financial well-being.

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SPEAKERS

Mindee Kissinger, CIMA® Financial Consultant, OneDigital Retirement + Wealth

Katie O'Dell Retirement Plan Consultant, OneDigital Retirement Plan Services

Allie Rivera, CFA Vice President of Investments & Retirement Services, OneDigital Retirement + Wealth

Protecting Your Legacy Through Proper Estate Planning

Tuesday, Mar. 19, 2 p.m. CST

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, including wills, trusts, and power of attorney. Plus, you’ll understand how to protect your assets and ensure a smooth transfer to your loved ones.

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SPEAKER

Bradley Towson Senior Vice President Wealth Management

APRIL SESSION

Ditch Debt for Good: Learn How to Break the Cycle

Tuesday, April 9, 2 p.m. CST

Consumer debt is something that many of us are far too familiar with. Let’s break the cycle and take steps to secure long-term financial stability. In this session, financial adviser Brandon Cutler will share practical strategies to manage and eliminate credit card and other consumer debt effectively. Budgeting techniques, debt consolidation options, and smart borrowing practices are the keys to regaining control and getting you on your journey toward a debt-free future.

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SPEAKER

Brandon Cutler Lead Adviser, OneDigital Personal Financial Planning

MAY SESSION

Understanding What Your Home & Auto Insurance Covers (And What It Might Not)

Tuesday, May 14, 2:00 pm CST

We all know that insurance is important to protect ourselves and our property, but do we truly understand what that means? Let us help you answer that question by breaking down the basics of your property and casualty policies and options.

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SPEAKER

Chris Jensen Principal, Senior Client Executive

Access On-demand Videos and Resources On Your Own Time

Helping You Through Every Stage of Your Financial Journey

Retirement Savings & Planning

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Budgeting & Debt Reduction

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Taxes & Insurance

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Investing

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Resources

Thinking about diving into a particular topic?
Take charge of your future by accessing our library of calculators, blogs, podcasts and more to help you through every stage of your journey.

 

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Feel Good About Your Finances

We all want to feel good about our finances, yet the reality is that money can be one of the greatest stressors in our lives.

At OneDigital, we believe it doesn’t have to be so hard. Whether you’re still on the path to financial freedom or you need sophisticated wealth solutions to match your unique needs, you deserve to feel in charge of your finances and comfortable knowing your money is working for you.

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Show your finances who's in charge.

You deserve to feel confident and in control when it comes to your financial future. Let us know how our financial experts can best serve you by completing the form below.

Investment advice is offered through OneDigital Investment Advisors LLC, 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 Advisors and are not authorized to provide, and do not provide, investment advisory or securities brokerage services.

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