Seek and Find!
Do you wonder where you might be on your journey toward financial independence? Would you like some tips to help you see if your savings and investments have you on track to meet your goals? Do you want to see how small increases in saving over time might help you gain peace of mind? Please watch our webinar where we will help answer these and other questions.
Hear from CAPTRUST’s Sam Kirby on factors to consider and big areas to focus on when it comes to understanding and planning for your healthcare costs in retirement. While this planning can be complicated, Kirby breaks it down and walks you through a strategy of annual expenses and monthly expenses you can budget and plan for.
A 2016 Aflac Workforces Study found that 93% of employees choose the same benefits year after year, even when the benefits themselves change – sometimes significantly. This video highlights the importance of carefully reviewing and analyzing your options annually.
Imagine what you could do with the right financial advice. Discussing your finances with someone is not easy. In this video, Debra Gates discusses how talking with a financial advisor empowers you to build confidence and take control of your future.
This introductory webinar on basic investment terminology, will educate you on stocks, bonds, and mutual funds so that you can understand how they can help you meet your financial goals. We will break down barriers and help you gain confidence that the advice you are getting will have you investing appropriately for your risk tolerance and time horizon.
In this video, CAPTRUST's Brandon Aber discusses how the markets work and how volatility impacts an investor's portfolio. Specifically, he covers short-term market behavior and long-term market behavior, as well as how those markets are dictated. Key takeaways include the indicators an investor should focus on when thinking about long-term returns, and why time in the market is more important than timing the market.
With time on your side, you can start planning for your retirement. In this video, CAPTRUST Senior Director Phyllis Klein discusses what steps you can take to ensure you are on the path to financial success.
If you are fewer than 10 years from retiring, this webinar will help you learn how to determine if your savings are on track. We will cover revisiting your investment strategies and allocations to protect your money, along with an overview of Social Security and Medicare benefits.