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:
Investing Basics
Wednesday, November 19 11:00am PT
Presented by BlackRock
Many newer investors find investing information difficult to understand. Learning a few core financial terms and concepts can help investors feel more comfortable with investing and set them up for future success. Join us to learn some investing basics.
2025 Financial Wellbeing Checkup
Wednesday, December 17 11:00am PT
Presented by SoFi
Money checkups can help you move ahead with achieving financial security, but what do you actually include in one? How often do you need to perform a financial checkup? And do you need to get help from a professional financial advisor? In this webinar we’ll review why a financial checkup is a smart way to keep tabs on your money and your financial health. It will give you the opportunity to make course corrections and can aid you with overcoming personal financial challenges.
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
Looking for assistance with your retirement planning? As part of your benefits, you have access to a licensed Financial Wellness Advocate. Click the button below to schedule a call.
Nosotros le podemos ayudar a inscribirse en el plan, cambiar su contribucion, examinar sus inversiones, entre otras cosas.
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.