Educational video series
Make smarter financial decisions with
retirement & investment insights
Watch on-demand webinars designed to help you navigate market uncertainty, maximize retirement income, optimize Social Security and tax strategies, and plan confidently for your future.
2024 markets and election cycle
Webinar replay
Watch our replay of the 2024 Markets & Election Cycle with Russell Investments to learn about the impact of election results on your retirement plan and investments. Topics include election year trends, market responses to politics, tax hikes, stock market growth during presidential terms, and what drives market returns.
Social security, medicare, & tax planning
Parts 1 & 2
As you approach retirement, it’s more important than ever to understand the role Social Security and Medicare benefits play in your overall retirement income.

Life after work
Part 1
What does your retirement picture look like?
Part 2
Have you gone through your budget and retirement cash flow analysis?
Part 3
Do you know what your retirement income strategy is?
Part 4
Have you maximized your retirement income with a personalized plan?
Maximizing your child's college savings with a 529 plan
Webinar replay
This session is tailored to help you navigate the financial landscape of college education with confidence. Even if college seems far off, starting now can make a significant difference.





