Webinar | Women and retirement

Join us on International Women’s Day for a special women in retirement panel discussion with our three most popular female financial coaches. These women will bring their years of experience to help you determine and achieve the retirement of your dreams.

Date: March 8, 2024 

Time:  12 pm, ET 

Duration: 60 minutes

Speakers: Jennifer Sahady, CPFA, CRPC®, Senior Financial Wellness Consultant

Webinar | Retirement spending – revolutionize your thinking

Retirees are starting to think differently about spending in retirement. Conventional wisdom assumes one behavioral approach, but we know that different retirees have different preferences. Marsh McLennan Agency invites you to join our conversation with T Rowe Price to review the trends we are seeing with personalized and flexible approaches for retirement income, and more specifically, retirement spending planning. Whether you’re a pre-retiree close to retirement or 10 years away from your retirement destination – you’ll benefit from best practice tips that will be shared.

Date: March 19, 2024 

Time:  2 pm, ET 

Duration: 60 minutes

Speakers: Lisa Buffington, AIF®, CPFA®, Vice President, Retirement Services

Stuart Ritter, CFP®, Retirement Insights Leader, T. Rowe Price

Webinar | Q1 Financial Trends

Please join Marsh McLennan Agency for an update on the economic and market environment for the 1st quarter of 2024. Members of our investment team will provide commentary on the investment landscape and discuss some of the factors driving the market’s recent performance. The session will conclude with Q&A.

Date: April 10, 2024 

Time:  2 pm, ET 

Duration: 45 minutes

Speakers: Zach Rosenoff, Senior Investment Consultant & Tim Swanson, Chief Investment Officer

Webinar | Social security straight from the experts

Who better to lead a workshop than the experts at SSA – what are the benefits and services offered by SSA? How do you qualify, how and when do you apply, what online tools and resources are available? Don’t miss this valuable and informative session.

Date: April 23, 2024

Time:  2 pm, ET 

Duration: 60 minutes

Speakers: Rob Kelley, AIF®, CPFA®, Director of Financial Wellness and Consulting

Jeff Beck, Public Affairs, Social Security Administration