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.
Save the dates for each session in 2023! All webinars are from 12:00 - 1:00 p.m. CT.
DATE | TOPIC | MEETING LINK | ADD TO CALENDAR |
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 |
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.*
DATE | TOPIC | REGISTRATION LINK |
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 |
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.