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webinars

upcoming webinars

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intellicents

the tax-savvy retiree: strategies before & after you leave work

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June 8, 2026 at 5:00:00 PM

intellicents

countdown to retirement: a 10-year action plan

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July 13, 2026 at 5:00:00 PM

intellicents

market update

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August 17, 2026 at 5:00:00 PM

past webinars

This is the space to introduce the Features section. Use this space to highlight your unique aspects and to present specific credentials, benefits or special features you offer.

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the sandwich generation: caring for kids and aging parents without sacrificing retirement

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Balancing the needs of growing kids and aging parents—while also planning for your own retirement—can feel overwhelming. In this intellicast, we’ll explore the unique financial challenges of the Sandwich Generation and share practical strategies to manage competing priorities. From budgeting and saving to protecting your retirement goals, you’ll gain insights to care for the people you love without sacrificing your own financial future.

why smart people make bad money decisions

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Ever bought something you didn’t need, or panicked during a market drop? You’re not alone. Our brains aren’t wired for perfect money decisions. In fact, emotions often play a bigger role in finance than facts do. By recognizing the psychology behind money choices, you can take back control: Quick Tips +Beware of herd mentality. Following the crowd can lead to buying high and selling low. +Watch out for loss aversion. We tend to fear losses more than we value gains, which can cloud judgment. +Set rules for yourself. Automating savings or sticking to a long-term investment plan keeps emotions from steering the wheel. Try This Today: Next time you feel the urge to make a money move, pause and ask: Is this decision based on facts or feelings? That quick check-in can help you stay aligned with your goals.

building wealth from day one: budgeting, saving, and investing basics

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Building wealth doesn’t start with a big paycheck—it starts with smart habits. Whether you’re just getting started or looking to reset your approach, this intellicast is designed to help you build a strong financial foundation from day one. In Foundations of Wealth: Budgeting, Saving, and Investing Made Simple, we’ll walk through the basics in a clear, approachable way—so you can take action with confidence.

market insights

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Want to make sense of what the markets are doing—and what it means for you? Join our semiannual intellicast webinar, where our team breaks down the latest market trends in plain English and shares practical insights to help you stay confident and on course with your investment journey.

navigating the retirement income maze: Social Security

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Social Security is one of the biggest pieces of your retirement income, but knowing when and how to claim can feel overwhelming. In this intellicast, we’ll simplify the rules, clear up common misconceptions, and walk through strategies to help maximize your benefits. You’ll leave with practical insights to make smarter decisions about Social Security and how it fits into your overall retirement plan.

seamlessly transitioning to retirement

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Are you finally getting close to that retirement “light” at the end of your working career tunnel? Join us for this intellicast where we’ll hit on what you need to know during this “pre-retirement” phase of your life. Regardless of your situation, we’ll help you determine how to transition your investment strategy and mindset to reflect what you want your step into retirement to look like.
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