financial well being

Financial Wellbeing Series

Financial Wellbeing Series Registration Page

Instructions: To attend a webinar, registration in advance is required. Click on the time that works best for you and earn 50 Vitality Points for attending. Your points are automatically tracked and awarded to your Vitality account. You will be notified when this occurs.
Feb. 26, 2019
Register now: 12-1 p.m. or 2-3 p.m. Eastern Time
Budgeting Healthy Habits
 
  • The value of paying down debt and creating a budget
  • How to prioritize and track spending
Register now: 1-2 p.m. or 3-4 p.m. Eastern Time
Maximizing your Retirement Strategy
 
  • Hot to plot a retirement saving strategy
  • Tips for increasing retirement savings
  • How to account for risk – using asset allocation & diversification
  • How to make the most of the company match


Mar. 19, 2019
Register now: 12-1 p.m. Eastern Time
Investing Basics
 
  • The key principles of investing
  • How to create an investment mix using the plan’s tools
Register now: 1-2 p.m. Eastern Time
Intermediate Investing
 
  • What a portfolio is and how to manage it
  • A deeper look at stocks, bonds, and mutual funds
  • Financial terms and concepts
  • Investment classes and risk
Register now:  2-3 p.m. Eastern Time
Age-based investing: 29 & under
 
  • How to get started with retirement saving and planning
  • How to determine an individual’s tolerance for risk & appropriate investment mix
  • Eliminating debt, simplifying borrowing, saving for non-retirement goals – and living the life participants want
Register now: 3-4 p.m. Eastern Time
Age-based investing: 30-49
 
  • How to keep a retirement portfolio in balance and aligned with goals
  • Tips on saving for a child’s education & protecting assets
  • How to feel confident about investment decisions and actions 
May 22, 2019
Register now: 12-1 p.m. or 2-3 p.m. Eastern Time
Take Control of Your Retirement Planning: A Workshop for Women
 
  • The key importance of retirement planning
  • Key factors that women need to consider
  • Using saving and investing to your advantage – and to help enhance financial security


Sept. 17, 2019
Register now: 12-1 p.m. or 2-3 p.m. Eastern Time
Estate Planning Basics
 
  • The elements of an estate plan: wills, trusts, probate, and taxes
  • Why and how to keep beneficiary designations up to date
Register now: 1-2 p.m. or 3-4 p.m. Eastern Time
Saving for College
 
  • Projecting potential college costs
  • Implications of saving vs. borrowing
  • How saving early helps protect retirement savings
  • Resources for saving and sources of financial aid


Dec. 17, 2019
Register now: 12-1 p.m. or 2-3 p.m. Eastern Time
Debt Management
 
  • Creating a plan to help manage debt
  • Credit scores and credit reports
  • Payoff strategies to consider
Register now: 1-2 p.m. or 3-4 p.m. Eastern Time
Retiree Drawdown Strategies
 
  • Key factors in planning for retirement income
  • Aspects of a successful spending strategy: estimating retirement expenses, Social Security, and paying for healthcare
  • A review of common drawdown strategies
  • Asset allocation in retirement
Stay in touch
AmTrust Employee Center (AEC) at 844.614.9180 aec@amtrustgroup.com.

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