Participant Education: Videos, Flyers and Webinars


Money Matters: Financial Wellness Workshop

In our Spring 2021 Financial Wellness Workshop, members of SageView's national education team tackle four important topics: Investing Basics, Roth vs. Traditional 401(k), Emergency Savings & Budgeting, and Healthcare in Retirement



BACK TO BASICS: BUDGETING

A budget is a plan for every dollar you have. It’s not magic, but it represents more financial freedom and a life with much less stress. If you don’t have a budget or have created a budget in the past but were unable to keep it, you’re not alone. Budgets often aren’t successful for a number of reasons. In this video we go into some of the basics of getting a budget started and give you a few tips to actually sticking to it.



SAVER'S TAX CREDIT

Also referred to as the Retirement Savings Contributions Credit by the Internal Revenue Service (IRS), the Saver’s Tax Credit is a non-refundable credit that can reduce your tax bill by up to $1,000 (or $2,000 for married couples filing jointly) if you made contributions to an IRA, 401(k), 403(b) 457(b) or any other IRS-recognized retirement savings plan.



MAKING IT LAST: THINK BEYOND THE RETIREMENT FINISH LINE

What's your plan after your final paycheck? Retirement has been your goal since you first started saving for it (or likely even earlier), but it's not the end of the race. In fact, your "in" retirement plan may be more crucial than your current savings plan.



KEEP YOUR FUTURE IN SIGHT: STAYING ON TRACK FOR RETIREMENT

Life changes can bring joy, and sometimes sadness and stress. Whatever changes come your way, it’s important to keep your future a priority. In this webinar we go over tips to help you keep your retirement savings on track.



YES, YOU CAN RETIRE: A plan for your future days

If you or your spouse are 5 to 10 years from retirement, it's important to start thinking about timing, financial readiness, your daily life in retirement, and potential roadblocks. We’ll review key considerations as retirement approaches, including your investments, healthcare, housing, benefits, and making your money last through your retirement years.


 


   

MONEY MANAGEMENT: FINANCIAL DO'S AND DON'TS IN A CRISIS

Working on healthy financial habits may be the last thing you want to think about during a crisis. But the steps you take right now may be just as impactful as the ones you don’t. If you are able to save and make small adjustments, you can make your eventual recovery easier.



MONEY MANAGEMENT: FINANCIAL DO'S AND DON'TS IN A CRISIS [Spanish]

Working on healthy financial habits may be the last thing you want to think about during a crisis. But the steps you take right now may be just as impactful as the ones you don’t. If you are able to save and make small adjustments, you can make your eventual recovery easier.


 


GET TO KNOW YOUR INVESTMENTS

Underneath the broad asset classes of stocks, bonds and cash are a multitide of options for building a diversified portfolio. Learn about some of the most common investment
choices and how they can help you fine-tune the mix that’s right for you.


 


ROTH VS. TRADITIONAL 401(k)

Take a look at what's similar, what's different, and what's right for you.


 


ONE STEP AT A TIME

Simple budgeting steps during a challenging period


 


MARKET VOLATILITY AND YOUR RETIREMENT PLAN

How to be smart, not reactive, during turbulent markets


 


THE POWER OF 1%: SMALL CHANGES MAKE A BIG IMPACT IN RETIREMENT

The amount you need to save for a secure retirement can seem daunting. But, if you take it step by step, those retirement goals are more in reach than you realize. The smallest changes you make today could mean a huge improvement in your retirement security tomorrow.