Learn more about retirement planning with on-demand webinars. Learn what, when and where you want! Content is arranged in four sections: Getting Started, Staying on Track, Preparing to Retire and Life Events. Additional materials are provided with each webinar. Pick a section, select and view a webinar, and explore the “attachments” tab. Bookmark this page for monthly educational visits!

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Getting Started
Starting to save for retirement? Explore these tips to help you get on your way!


Retirement Planning for People Over 40

Whether you are close to or still several years away from retirement, there are some simple steps you can take now to make great strides in reaching your retirement savings goals.

Retirement Planning for People Under 40

While people between the ages of 21 and 40 may feel they are too young, too busy or need every bit of their money to focus on saving for retirement, the truth is, even baby steps now can help make a huge difference later. This seminar will help you picture their dreams for “some day,” with tips on creating a solid plan now to achieve them.

Retirement Planning for Women

This seminar helps educate women on the special considerations and strategies to “be ready” for retirement and offers simple steps to help you plan ahead.

Personal Financial Basics

This introductory seminar discusses the basics of personal finance, including how to set up a budget, where to keep your money, how to handle debt, when investing makes sense and what tools and resources can be of help.

 

 


Staying on Track
Already saving for retirement? Explore these tips to help you stay on track.


Investing 101

You don't need to be an expert or a stock market whiz to put an investment strategy into place. Focusing on just a few fundamentals, you can start creating a solid investment plan for your retirement or other financial goals.

Budgeting

This “how-to” seminar provides you with the basics of living within a household budget so you can manage your finances more efficiently. You will learn about setting short-term and long-term goals and how to balance income and expenses, making it easier to save and work toward all of your objectives.

 

Preparing to Retire
Nearing retirement? Explore these tips to help you prepare.


Retirement Income

This in-depth seminar will help you understand how to manage your income throughout retirement. Through Voya’s myOrangeMoney® interactive educational experience, you'll learn about retirement income sources – including Social Security – and understand how to potentially close any gaps in your income goals.

Estate Planning

Estate planning is not just for the rich, married or for older people. Everyone has something they care about or want to protect, and just about everyone needs an estate plan, no matter their age or how much money they have. This seminar helps educate individuals about the basic aspects of an estate plan, considerations for getting started, and creating a plan for your legacy.

Social Security Basics

This seminar focuses on the basics of Social Security to help you understand the program and how it works. When and how you take your Social Security benefit can be one of the most important financial decisions you’ll make during your lifetime, and it pays to get it right.

Healthcare

Rising health care costs continue to be one of the most dominant issues of our time. Planning for health care expenses in retirement is essential with today’s longer lifespans and gaps in Medicare and insurance coverage. This seminar will walk through cost issues and coverage options, stressing the value of saving for health care needs as part of your retirement planning.


Life Events
Experiencing a planned or unexpected life event? Explore these tips for managing various situations.


Distribution Options
Because your workplace retirement plan may represent a good portion of your retirement savings, it’s smart to understand your options if you are considering a distribution. Whether you are changing jobs, consolidating your savings within a new plan or an IRA, or thinking about retiring, you should be aware of taxes and penalties that may be involved. This seminar will walk you through the pros and cons of each distribution option and how to keep your account working for you.