Sequoia Financial Education Center
These educational webinars and resources are designed to help you understand the benefits of your company retirement plan and other areas around managing financial planning. Check out the schedule below for upcoming webinars.
Live Financial Education Webinars
At 11 am PT on the fourth Wednesday of every month, Sequoia hosts a webinar on retirement topics including proactive strategies on saving, planning, and asset allocation. This event is repeated monthly for new hires and those looking for a refresher.
Coming Up Next:
Estate Planning Basics (Intro to Estate Planning)
Wednesday, May 22 11:00am PT
Presented by Origin
Planning for the unthinkable can be a difficult task. Having a comprehensive estate plan can provide a valuable piece of mind for you and your loved ones. During this session, Origin will review the components of an estate plan and how you can take action and get an estate plan in place.
College Savings: Investing in the Future
Wednesday, June 26 11:00am PT
Presented by Charles Schwab
Saving for tuition doesn’t have to feel so daunting. In this webinar, you’ll learn tax-advantaged strategies to save for the education of your children, grandchildren, or yourself. This webinar will help you get started, review the information you need to plan, and understand all available options.
To view past recordings, please click here.
Financial Literacy
Financial literacy is an important part of achieving your financial goals. Here are more resources to help boost your financial literacy on a wide range of financial topics. To view past webinar recordings, please click here.
Blogs
Financial Wellness Advocate
Want some hands-on help with planning your financial future? As part of your benefits, you have access to a licensed Financial Wellness Advocate. Click the button below to schedule a call.
Pensionmark® Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC). Pensionmark Financial Group, LLC/Pensionmark Securities, LLC and Sequoia Benefits, LLC are non-affiliated entities. This material was created for educational and informational purposes only and is not intended as individual participant investment advice. Check the background of investment professionals associated with this website on FINRA’s BrokerCheck.