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.
2022 WEBINAR SCHEDULE
For U.S.-based employees
Save the dates for each session in 2022! All webinars are from 12:00 - 1:00 p.m. CT.
| DATE | TOPIC | MEETING LINK | ADD TO CALENDAR |
| Jan 13 | Budgeting for Success | Join Jan meeting | Jan invite |
| Feb 10 | Make the Most of Your Caterpillar 401(k) Plan | Join Feb meeting | Feb invite |
| Mar 10 | Wealth Strategies: Maximizing Your Financial Life | Join Mar meeting | Mar invite |
| Apr 14 | Investing Fundamentals | Join Apr meeting | Apr invite |
| May 12 | Intermediate Investing Concepts | Join May meeting | May invite |
| Jun 9 | Approaching Retirement | Join Jun meeting | Jun invite |
| Jul 14 | Understanding Social Security and Medicare | Join Jul meeting | Jul invite |
| Aug 11 | Understanding Your Retirement Evaluation w/ AFA | Join Aug meeting | Aug invite |
| Sep 8 | Understanding the Roth 401(k) | Join Sep meeting | Sep invite |
| Oct 13 | Estate Planning Fundamentals | Join Oct meeting | Oct invite |
| Nov 10 | Tax Fundamentals | Join Nov meeting | Nov invite |
| Dec 8 | At Your Fingertips: A Guide to Using Your Tools & Resources | Join Dec meeting | Dec invite |
2022 RETIREWISE WEBINARS
For U.S.-based employees
Coming soon! Retirewise is an award-winning financial and retirement planning workshop, which is spread over four weeks (one hour each week). Choose from one of two sessions in 2022:
- Summer series: Jul. 12, 19, 26 and Aug. 2 (registration required here)
- Fall series: Sept. 13, 20, 27 and Oct. 4 (registration link coming later)
WEBINAR ARCHIVES
Click here for previous webinar recordings, materials and Retirewise slides.
RETIREWISE SERIES
All of the materials and recordings from the Retirewise series are available to view here.