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This webinar recording discusses the non-financial aspects of making the transition into retirement, such as the emotional connection to work. During this recording, we focus on these non-financial indicators of retirement satisfaction to help you find purpose and fulfillment later in life.

Do you know what is coming out of your paycheck, and why? In this webinar recording we discuss the typical paycheck deductions, where your earnings are going, and how much control you have over them.

It is important to understand how to invest if you want to achieve your retirement goals. In this webinar recording we explore the types of investments that are commonly included in retirement plans, such as stocks, bonds, index funds, mutual funds, and target date funds.

Are you preparing to make a major purchase, like putting a down payment on a house, having your dream wedding, moving out of your parents’ home, or taking that bucket list vacation? With every major expense comes major planning. In this webinar recording, we examine and suggest savings strategies for the milestones in your life.

In this short-form webinar, we examine several types of contributions—pre-tax versus after-tax contributions, as well as Roth contributions—and how to decide which is right for you based on your financial wellness plan and savings strategy.

Have you ever stretched out the seams of a one-size-fits-all shirt only to discover that no such thing exists? Well, the same holds true for planning for your financial independence in retirement. You will find that there are many shapes and sizes as you seek a financial future that suits your goals. Watch this webinar recording with our panel of financial advisors as they discuss how CAPTRUST can help you find the plan that is the right fit for you.

This webinar recording is a comprehensive discussion around planning for retirement. We discuss Social Security benefits, healthcare planning with Medicare, creating income in retirement, and asset allocation strategies.

Did you start the year with a list of financial resolutions? Saving more and spending less? As well intentioned as you were, midyear is an excellent time to check in with yourself and make some adjustments to be sure you’re staying on course. In this webinar recording, we share a few financial areas you should check in on and actions you can take now to get back on track if you have strayed.