Take Charge of Your Financial Future

At OneDigital Investment Advisers (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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BREAKING NEWS:
How Will SECURE Act 2.0 Impact Your Retirement?

Not familiar with the new SECURE Act 2.0 legislation? No worries! We put together a quick video with an overview of the major provisions of SECURE 2.0 that will impact retirement plans, including yours.
WATCH NOW →

FEBRUARY SESSION

Asset Allocation: Your Guide Through Market Volatility

Tuesday, Feb. 14, 2 p.m. CST

A big part of tax efficiency is putting the right investment into the right account. Income in some accounts can trigger a surprise tax bill based on the types of investments you are holding in each. Whether you’re a beginner or an experienced investor, understanding asset allocation strategies is essential in helping you navigate through market volatility.

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SPEAKER

Keith Huber OneDigital Retirement + Wealth, Retirement Plan Advisor

MARCH SESSION

Estate Planning 101

Tuesday, Mar. 14, 2 p.m. CST

If you’re thinking about your future and wondering how to protect your assets for your loved ones, join us to learn the basics of estate planning. We’ll cover what you need to know about preserving your wealth for future generations, who can help if you need it, and why it’s so important to have a plan in place.

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SPEAKER

Bradley Towson Senior Vice President Wealth Management

APRIL SESSION

Income Tax Strategies: Beyond the Basics

Tuesday, April 11, 2 p.m. CST

Simple but effective income tax strategies exist to help you save some of your hard-earned money. Get the most out of your paycheck with a little effort and a well-thought-out plan. Join us alongside Chris Velis, as we explore a few strategic approaches for income tax planning.

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SPEAKER

Chris Velis Senior Director Tax Services

Helping You Through Every Stage of Your Financial Journey

Access on-demand videos and resources on your own time

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

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.

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