U.S. Financial Health Webinars


Your financial health matters. It's an important part of your overall well-being. We strive to help our employees and their families improve their lives from early career through retirement by providing financial education, tools and resources.


For U.S.-based employees

Save the dates for each session in 2023! All webinars are from 12:00 - 1:00 p.m. CT.

Alight webinars
Jan 12 Beginning Your Financial Journey Join Jan meeting Jan invite
Feb 9 Make the Most of Your Caterpillar 401(k) Plan Join Feb meeting Feb invite
Mar 9 Investing Through Market Ups and Downs Join Mar meeting Mar invite
Apr 13 Investing Fundamentals Join Apr meeting Apr invite
May 11 Planning for the Cost of Higher Education Join May meeting May invite
Jun 8 Approaching Retirement Join Jun meeting Jun invite
Jul 13 Understanding Social Security and Medicare Join Jul meeting Jul invite
Aug 10 Understanding Your Retirement Evaluation w/ AFA Join Aug meeting Aug invite
Sep 14 Understanding the Roth 401(k) Join Sep meeting Sep invite
Oct 12 Estate Planning Fundamentals Join Oct meeting Oct invite
Nov 9 Are You on Track Financially? Join Nov meeting Nov invite
Dec 14 Managing Your Debt Join Dec meeting Dec invite


MetLife webinars

Register first to receive the meeting link. All webinars are from 12:00 - 1:00 p.m. CT.

*NOTE: Progress Rail employees are not able to access these webinars from a work computer.*

Jan 17 Managing Your Money in Today's Uncertain Times Register here
Feb 15 Tax Strategies: The Basics and Beyond Click here, then on More Details
Apr 11, 18, 25 and May 2 Retirewise Series 1 Click here, then on More Details
Jun 6 Making Sense of the Roth: Is it Right for You? Click here, then on More Details
Jul 12 Understanding Retirement Health Care Click here, then on More Details
Sep 6, 13, 20 and 27 Retirewise Series 2 Click here, then on More Details
Oct 24 Understanding Life and Disability Insurance Click here, then on More Details
Dec 6 Get Retirement Ready Click here, then on More Details



For U.S.-based employees

Retirewise is an award-winning financial and retirement planning workshop, which is spread over four weeks (one hour each week). If you missed it, you can view the replays of the summer 2022 here.

All of the materials and recordings from the Retirewise series are available to view here.


Click here for previous webinar recordings, handouts and Retirewise workbook.