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. Below you find past recordings from previous webinars.
Financial Wellness Webinar Recordings
Each month, Sequoia hosts a webinar on retirement topics including proactive strategies on saving, planning, and asset allocation. Below, you’ll find past recordings for those looking for a refresher.
Introduction to Investments
Presented by Origin
Join Origin Financial Wellness as we discuss how investing can help you reach your financial goals. From the investment basics to strategies and best practices for long term investing, Origin will provide robust guidance on key avenues for growing your wealth. We will also discuss alternative investment strategies to explain how they can potentially fit into your overall investment picture.
Navigating Risk (Insurance 101)
Presented by Origin
The world of insurance coverage is sometimes complicated. Join Origin as we discuss managing risk through insurance products. We will take a look at life and disability coverage and cover strategies to make sure that you and your family are protected.
Financial Foundations
Presented by Origin
Learn helpful information from Origin Financial Wellness. We’ll discuss how to create and stick to a sustainable household budget. Review strategies for reducing expenses and tools to manage and track your expenses.
Everything You Need to Know about Repaying Student Loans
Presented by SoFi
Student debt has been a moving target. Here’s how to take aim! The repayment pause on federal student loans has been a huge relief for millions of borrowers the past few years. But with payments due beginning in October 2023, you may have questions about your best course of action. Listen to this webinar to get guidance so you can tackle student debt with ease.
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.
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.