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.

I’m a Financial Planner, Ask Me Anything!

GIF_Financial Academy June 2024

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

GIF_Financial Academy Mar 2024

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

GIF_Financial Academy Feb 2024

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

GIF_Financial Academy Nov 2023

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

Financial Academy July 2023 OnDemand video clip

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!

401(k) Basics

Financial Academy July 2023 OnDemand video clip

We all have big dreams for our futures and aspirations for how we’d spend our time during retirement. However, when it comes to saving for retirement, where do we start? 401(k) accounts are great and popular ways to save, but it is essential to understand how they work and how they can work best for us. In this session, Retirement Plan Consultant, Katie O’Dell covers the basics of understanding your 401(k). Click on the video above for access to 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

Your Medicare Questions Answered

Financial Academy July 2023 OnDemand video clip

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!

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.

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