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.
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.