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.
Managing Debt and Credit
Presented by Origin
Join us and Origin to discuss how you can manage and use debt as a tool. We will also discussed how your credit score can impact your financial future.
Retirement Readiness: How Ready Are You?
Presented by Empower
You’ve been saving for years, but there is a lot more that goes into assessing your overall retirement readiness. This session will help you create a picture of your goals and then help you factor in many considerations to determine retirement readiness. We’ll look at: emotional readiness, retirement income and withdrawal strategies, Social Security, healthcare costs in retirement, budgeting, taxes, and more.
Making the Most of Health Savings and Benefit Accounts
Presented by Fidelity
This session will cover healthcare related financial planning strategies and how to get the most out of your employer provided benefits. We will review the benefits of an HDHP/HSA, the features of an HSA and highlight how they work together.
Estate Planning Essentials
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 to establish a plan to protect your family.
Behavioral Finance: How emotions may influence your financial decisions
Presented by Charles Schwab
Explore the science behind how we make financial decisions, and learn how to be smarter about your money.
College Savings: Investing in the Future
Presented by Fidelity
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.
Introduction to Personal Finance
Presented by Origin
Join us for a session on personal finance. This webinar covers financial wellness information applicable to a wide range of individuals. We’ll cover basic tips for creating a household budget, as well as steps for managing debt while balancing the need to save for short and long term goals.
Women & Investing: Take Charge of Your Financial Future
Presented by Charles Schwab
Craving a space to discuss financial challenges unique to women? Join the conversation about how to navigate these obstacles while working toward your goals.
2025 Market Outlook
Presented by Capital Group
This webinar will provide an in-depth analysis of the market outlook for the upcoming year, focusing on key economic indicators, trends, and potential risks that could shape global and domestic markets. Join to hear experts from Capital Group discuss forecasts for major asset classes, including equities, fixed income, and commodities, while also exploring geopolitical and macroeconomic factors that may influence investor sentiment. Attendees will gain valuable insights into strategic approaches for navigating market volatility and positioning portfolios for growth in the year ahead.
Tax Season Doesn’t Need to be Taxing
Presented by Origin
Join us for an informative webinar to prepare for the upcoming tax season. From understanding the nuances of working with a tax professional to making the pivotal decision of self-preparation versus hiring a tax pro, this session will equip you with the knowledge to make informed choices and help you navigate tax season effectively.
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.