Knowledge worth showing up for

Practical financial education with expert speakers — live, virtual, and open to everyone.

Jun102026

Virtual

Join us for a practical look at annuity types and features, including what you may own, how annuities work and when the right time is to review them.

Niko Vamvakas
Vice President of Retirement Planning Solutions

Jun102026

1:00 pm

- 2:00 pm

Jul152026

Virtual

Investing with Confidence: Building a Smarter Long-Term Strategy

In this session, we’re helping you better understand the markets, risk, diversification, and long-term disciplines.

John Foreman
John Foreman, CIMA®, MBA
Vice President of Investments

Jul152026

1:00 pm

- 2:00 pm

Sep162026

Virtual

Protection Planning: When Employer Benefits Aren't Enough

Join us as we help you better understand common gaps in workplace benefits and why additional planning matters.

Kourtney Zando
Vice President of Income Protection
Brian Parmalee
Brian Parmalee, CFP®, CLU®
Vice President of Risk Management
Beverly Wright
Vice President of Worksite Product

Sep162026

1:00 pm

- 2:00 pm

Oct212026

Virtual

Estate Planning Essentials: Protecting Your Legacy and Your Loved Ones

This is a practical overview of estate planning documents, decisions, and common gaps.

Kate Cassidy
Vice-President of Estate Planning
"Licensed but not practicing"

Oct212026

1:00 pm

- 2:00 pm

Americans In The Workplace Study

This comprehensive study dives into the evolving financial behaviors of American workers across a variety of factors, including generational, household income, gender, and employment status and more!

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