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.
Can’t make the meeting? A pre-recorded version will be posted on TotalHealth.cat.com within a few days after each webinar.
Alight webinars
| DATE | TOPIC | MEETING LINK | ADD TO CALENDAR |
| Jan. 11 | Make the Most of Your Caterpillar 401(k) Plan |
Join Jan. meeting | Jan. invite |
| Feb. 8 | Understanding the Roth 401(k) | Join Feb. meeting | Feb. invite |
| Mar. 14 | Tax Fundamentals | Join Mar. meeting | Mar. invite |
| Apr. 11 | Budgeting for Success | Join Apr. meeting | Apr. invite |
| May 9 | Managing Your Debt | Join May meeting | May invite |
| Jun. 13 | Investing Fundamentals | Join Jun. meeting | Jun. invite |
| Jul. 11 | Intermediate Investing Concepts | Join Jul. meeting | Jul. invite |
| Aug. 8 | Understanding Your Retirement Evaluation with Alight Financial Advisors | Join Aug. meeting | Aug. invite |
| Sept. 12 | Understanding Social Security and Medicare |
Join Sept. meeting | Sept. invite |
| Oct. 10 | Approaching Retirement | Join Oct. meeting | Oct. invite |
| Nov. 14 | Estate Planning Fundamentals | Join Nov. meeting | Nov. invite |
| Dec. 12 | Your Path to Financial Welllbeing | 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 cannot access these webinars from a work computer.*
DATE |
TOPIC |
HANDOUT |
REGISTRATION LINK |
Jan. 17 |
Preparing to Care for an Aging Parent |
Click here, then on More Details |
|
Feb. 14 |
Smart Money Moves (for all ages) |
Click here, then on More Details |
|
Mar. 6 |
Money Matters: Moving Forward in a Changing World |
Click here, then on More Details |
|
Apr. 16 |
Kids and Money |
Click here, then on More Details |
|
May 1 |
Retirewise Series 1 (Session 1) |
Click here, then on More Details |
|
May 8 |
Retirewise Series 1 (Session 2) |
Click here, then on More Details |
|
May 15 |
Retirewise Series 1 (Session 3) |
Click here, then on More Details |
|
May 22 |
Retirewise Series 1 (Session 4) |
Click here, then on More Details |
|
Jun. 12 |
Be an Investor |
New webinar: Link coming later |
|
Jul. 9 |
Life and Disability Insurance |
Click here, then on More Details |
|
Aug. 14 |
Retirement Income Planning |
Click here, then on More Details |
|
Sept. 11 |
Understanding Health Savings Accounts |
Click here, then on More Details |
|
October |
Financial Planning Series |
New webinar: Link coming later |
|
Nov. 6 |
Tax Strategies |
Click here, then on More Details |
|
Dec. 4 |
Making Sense of the Roth |
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.