U.S. Financial Health Webinars

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.

U.S. Financial Health Webinars tile2

2024 WEBINAR SCHEDULE

For U.S.-based employees

All webinars are from 12:00 - 1:00 p.m. CT.

Alight webinars
DATE TOPIC MEETING LINK ADD TO CALENDAR
Jan. 11

Make the Most of Your Caterpillar 401(k) Plan

Coming soon Coming soon
Feb. 8 Understanding the Roth 401(k) Coming soon Coming soon
Mar. 14  Tax Fundamentals Coming soon Coming soon
Apr. 11 Budgeting for Success Coming soon Coming soon
May 9 Managing Your Debt Coming soon Coming soon
Jun. 13 Investing Fundamentals Coming soon Coming soon
Jul. 11 Intermediate Investing Concepts Coming soon Coming soon
Aug. 8 Understanding Your Retirement Evaluation with Alight Financial Advisors Coming soon Coming soon    
Sept. 12

Understanding Social Security and Medicare

Coming soon Coming soon  
Oct. 10 Approaching Retirement Coming soon Coming soon
Nov. 14 Estate Planning Fundamentals Coming soon Coming soon
Dec. 12 Your Path to Financial Welllbeing Coming soon Coming soon

 

MetLife webinars
DATE TOPIC MEETING LINK ADD TO CALENDAR
Jan. 17

Preparing to Care for an Aging Parent

Coming soon Coming soon
Feb. 14 Smart Money Moves (for all ages) Coming soon Coming soon
Mar. 6 Money Matters: Moving Forward in a Changing World Coming soon Coming soon
Apr. 16 Kids and Money Coming soon Coming soon
May 1 Retirewise Series 1 (Session 1) Coming soon Coming soon
May 8 Retirewise Series 1 (Session 2) Coming soon Coming soon
May 15 Retirewise Series 1 (Session 3) Coming soon Coming soon
May 22 Retirewise Series 1 (Session 4) Coming soon Coming soon    
Jun. 12

Be an Investor

Coming soon Coming soon  
Jul. 9

Life and Disability Insurance

Coming soon Coming soon
Aug. 14 Retirement Income Planning Coming soon Coming soon
Sept. 11 Understanding Health Savings Accounts Coming soon Coming soon
October Financial Planning Series Coming soon Coming soon
Nov. 6 Tax Strategies Coming soon Coming soon
Dec. 4 Making Sense of the Roth Coming soon Coming soon

2023 WEBINAR SCHEDULE

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
DATE TOPIC MEETING LINK ADD TO CALENDAR
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.*

DATE TOPIC HANDOUT REGISTRATION LINK
Dec 6 Get Retirement Ready   Click here, then on More Details

 

2022 & 2023 RETIREWISE WEBINARS

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 2022 and 2023 sessions here.

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

WEBINAR ARCHIVES

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