A practical overview of Medicare, including enrollment timing, coverage options, potential costs, and how Medicare can fit into your overall retirement plan.

A high-level summary of how the stock and bond markets have behaved recently and what history can show us about navigating periods of market movement.

This GuideSteps webinar is a practical, easy-to-follow session that highlights helpful money habits, common pitfalls to avoid, and simple steps to keep your retirement savings and legacy on track. Key Takeaways: Build Strong Habits: Learn everyday financial practices that support long-term growth. Avoid Costly Mistakes: Discover common errors that can slow your retirement progress. Retire with Confidence: Navigate Social Security, Medicare, long-term care, and estate planning

Understanding Social Security can feel confusing, so this GuideSteps webinar explores the fundamentals of Social Security and strategies to help you best use the benefit Key Takeaways: Timing trade-offs: making an informed decision Rules and considerations for couples Rules for divorced individuals The future of Social Security benefits Speakers: Marina Moths, VP Financial Wellness - Spectrum Investment Advisors Sharon Carson, CRPC, Retirement Strategist Executive Director, J

In our latest webinar, Making the Most of Your HSA, we explore how Health Savings Accounts go far beyond covering medical expenses....

In our latest webinar, Managing Your Credit Score, we cover key factors affecting your score, strategies for managing debt, and tips to protect your credit. Take control of your financial future with expert insights!

Stay on track in a shifting market! Watch our webinar for key insights on market trends, 401(k) strategies & fiduciary support.

GuideSteps Webinar: we break down the complex world of retirement tax-savings strategies into easy-to-understand terms.

In honor of National Make a Will Month, Spectrum Investment Advisors has partnered to bring you a webinar focused on wills and trusts.

Workplace retirement investments in 30 mins: investment options, target funds, mutual funds, and custom strategies!

End-of-Year Financial Wellness Checklist webinar guides you through a checklist designed to help you stay organized and focused.

Let's talk about practical ways to navigate the emotional and financial demands of caregiving.

Explore key elements of retirement planning, set priorities, and identify opportunities and pitfalls.

Explore long-term investment strategies, goal-setting, and staying on track during market volatility.

Healthcare Savings webinar hosted by Paul Minick that covers many important FAQs

Discover essential insights on Long-Term Care: care options, insurance, Medicare coverage, and strategies to plan for your future.

GuideSteps presentation on legacy and estate planning, covering essential documents, planning tools, and key follow-up answers.

Debt can feel overwhelming, but with the right tools and strategies, it’s possible to take control of your financial future.

Learn how to make the most of your Workplace Retirement Plan

Discover college planning, savings strategies, and investment comparisons in this GuideSteps presentation.

Emergency Savings & Debt Reduction: gain practical strategies to help navigate your financial journey!

Understanding Investment & Saving Opportunities