As your retirement plan advisor team, we provide ongoing education to support you as your plan for and reach retirement. In 2026, we launched our Retirement by Generations Series to help each generation understand what is important for them as they work towards retirement.
Each on-demand video is about 30-minutes and is presented by our advisor, Gina Buchholz. To watch any of the videos in the playlist above, click on one of the videos to begin.
We have four webinars planned for 2026. This education is broken down for Baby Boomers, Gen X, Millennials, and Gen Z. As of November 6, 2026, we have completed the education for Baby Boomers and Gen X, and you can watch those in the playlist above. There are also buttons below to access each piece of education by generation if that is easier.
Financial and Retirement Considerations for the Baby Boomer Generation
Baby Boomers are born between 1946-1964
This is the generation already in retirement or approaching retirement age
Financial and Retirement Considerations for Gen X
Gen X are born between 1965 - 1980
This is the generation known as the “sandwhich generation” because they are simultaneously caring for their aging parents and their own children
Some of Gen X are already retired, many are still in the workforce
Financial and Retirement Considerations for the Millennial Generation
Note: this webinar is still upcoming - use the button below to register for the November 19th live event
Millennials are born between 1981 - 1996
This generation is defined by the rise of tech and social media in their early childhood development
Almost all of the Millennial generation is still in the workforce
Financial and Retirement Considerations for Gen Z
Note: this webinar is still upcoming - use the button below to register for the December 10th live event
Gen Z are born between 1997 - 2012
This generation is the newest to the workforce and the furthest in our workforce from retirement