Social Security 101 Webinar On-Demand Recording

Social Security 101 Webinar

Rhonda Whitenack and Robert Fenn, Public Relations and Benefits Training Representatives with the Social Security Administration

Please Note: The Social Security Administration highly encourages you to create a my Social Security account prior to viewing the session. With an account, you can verify your earnings, FICA taxes, and your personal benefit amounts using your top 35 years of earnings. A personal my Social Security account is the gateway to doing business with the SSA online. This is a one-stop center for you to manage and maintain your personal Social Security business. Click the button below to get started.

Create your "My Social Security Account”

Social Security 101 Webinar - Please Join us July 20, 2023

Social Security 101 Webinar

July 20, 2023 @ 10 am central

Register for webinar Today

This webinar is open to anybody who would like to attend.

We are excited to have Rhonda Whitenack and Brian Rudolph back for our annual Social Security Benefit Webinar. Rhonda will walk us through the 1-hour presentation while Brian answers all of your questions in the chat. Please come with any questions you have!

Feel free to invite your coworkers, spouse, and friends. This event is for everybody.

Please Note: The Social Security Administration highly encourages you to create a my Social Security account prior to the session. With an account, you can verify your earnings, FICA taxes, and your personal benefit amounts using your top 35 years of earnings. A personal my Social Security account is the gateway to doing business with the SSA online. This is a one-stop center for you to manage and maintain your personal Social Security business. Click the button below to get started.

Create your "My Social Security Account”

Rhonda Whitenack and Brian Rudolph, Public Relations and Benefits Training Representatives with the Social Security Administration

Engaging the Millennial Retirement Plan Participant Webinar On-Demand Recording

One way our team partners with organizations in the retirement plan industry is by offering webinars to highlight their specific expertise.

In this 30-minute webinar, Dan Florina of Putnam Investments, shares information on who millennials and gen Z’ers are, why these generations save, and how to best engage this group of savers.

Our goal is to make sure that all of our clients and plan participants feel comfortable, capable, and supported when it comes to their retirement benefit.

Please feel free to reach our to our team with any questions, and we hope to see you at our next webinar.

Upcoming Webinars

2023 Retirement Planning Considerations Webinar On-Demand Recording

Every January, our team offers a webinar to update retirement plan sponsors and plan participants about changes for the calendar year.

In this 30-minute webinar, our advisor, Jenna Witherbee, covers various ways to save and new limits for 2023, notable deadlines, Pre-Tax versus Roth contributions, and ways to get back on track for saving for retirement.

Our goal is to make sure that all of our clients and plan participants feel comfortable, capable, and supported when it comes to their retirement benefit.

Please feel free to reach our to our team with any questions, and we hope to see you at our next webinar.

Upcoming Webinars

SECURE 2.0 Legislation Webinar, February 2023

SECURE 2.0 legislation was signed into law on December 23, 2022 in conjunction with the Omnibus Bill. There are 92 provisions in total.

In this 30-minute webinar, Gina Buchholz covers the 15 provisions that are most impactful to retirement plans and savers.

Our goal is to make sure that all of our clients feel comfortable, capable, and supported in their important role as a fiduciary and plan sponsor to their retirement plan.

Please feel free to reach our to our team with any questions, and we hope to see you at our next webinar.

Upcoming Webinars

On-Demand Fiduciary Training for Retirement Plan Sponsors, Q1 2023

Each quarter, we host a fiduciary training for retirement plan sponsors. We want to make sure that all of our clients feel comfortable, capable, and supported in their important role as a fiduciary to their retirement plan.

Please feel free to reach our to our team with any questions, and we hope to see you at our next training.

Upcoming Webinars

On-Demand Recording of Stable Value Funds Webinar

Stable Value Funds are an important fund class to understand as both a plan sponsor and plan participant in a 401(k) or 403(b). Our advisor, Jenna Witherbee, is joined by New York Life’s Fred Spreen to discuss and detail this type of fund.

We want to make sure that all of our clients feel comfortable, capable, and supported in their important role as a fiduciaries to their retirement plan.

Please feel free to reach out to our team with any questions, and we hope to see you at our next webinar

Upcoming Webinars

On-Demand Recording of Retirement Plan Fees Webinar

Retirement Plan Fees are one of the more complex and least understood aspects of a retirement plan for both plan sponsors and plan participants. Our advisor, Gina Buchholz, breaks down those fees to add transparency to this topic. We want to make sure that all of our clients feel comfortable, capable, and supported in their important role as a fiduciary to their retirement plan.

Please feel free to reach out to our team with any questions, and we hope to see you at our next training.

Upcoming Webinars

On-Demand Fiduciary Training for Retirement Plan Sponsors

Each quarter, we host a fiduciary training for retirement plan sponsors. We want to make sure that all of our clients feel comfortable, capable, and supported in their important role as a fiduciary to their retirement plan.

Please feel free to reach our to our team with any questions, and we hope to see you at our next training.

Upcoming Webinars