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

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.

GIF_Financial June 2024

JULY SESSION

How to Invest for Success: A Beginner's Guide

Tuesday, July 9, 2:00 pm CST

It’s time to demystify the complexities of investing and simplify concepts like risk management, portfolio diversification, and building long-term wealth. Whether you're new to investing or looking to learn more, this webinar is here to help you make informed investment decisions and set yourself on the road to financial security.

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SPEAKER

Gregory DeGennaro, CFA®, CAIA® Director of Investment Communications, OneDigital Retirement + Wealth

PLANNING TO RETIRE SESSION #1

Planning to Retire: Understanding Your Social Security Benefits

Tuesday, Aug. 13, 2:00 pm CST

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.

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SPEAKER

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

PLANNING TO RETIRE SESSION #2

Planning to Retire: Medicare Made Easy

Tuesday, Aug. 27, 2:00 pm CST

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.

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SPEAKER

John Lutgen Senior Sales Manager, OneDigital Medicare Solutions

PLANNING TO RETIRE SESSION #3

Planning to Retire: Creating A Reliable Retirement Income Stream

Tuesday, Sept. 10, 2:00 pm CDT

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.

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SPEAKERS

Tristan Talley Vice President of Wealth Management, OneDigital Retirement + Wealth

PLANNING TO RETIRE SESSION #4

Planning to Retire: The Emotions of Retirement

Tuesday, Sept. 24, 2:00 pm CDT

When you think of everything that goes into planning your retirement, the emotional aspects are often overlooked. In this session, we explore the emotional journey people experience as they approach retirement and offer insights into navigating the feelings of excitement, uncertainty, and identity shift that retirement can bring.

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SPEAKERS

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

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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