U.S. Financial Health Webinar Recordings & Slides
VIDEO RECORDINGS
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Alight Financial Services
| Webinar | Handout | Date |
| Budgeting for Success | Handout | April 11, 2024 |
| Tax Fundamentals | Handout | March 14, 2024 |
| Understanding the Roth | Handout | Feb. 8, 2024 |
| Make the Most of Your Caterpillar 401(k) Plan | Handout | Jan. 11, 2024 |
| Managing Your Debt | Handout and Worksheet | Dec. 14, 2023 |
| Are You on Track Financially? | Handout | Nov. 9, 2023 |
| Estate Planning Fundamentals | Handout | Oct. 12, 2023 |
| Understanding Your Retirement Evaluation with Alight Financial Services | Handout | Sept. 14, 2023 |
| Understanding the Roth 401(k) | Handout | Aug. 10, 2023 |
| Understanding Social Security and Medicare | Handout | July 13, 2023 |
| Approaching Retirement | Handout | June 8, 2023 |
| Planning for the Cost of Higher Education | Handout | May 11, 2023 |
METLIFE
| Webinar | Handout | Date |
| Kids and Money | April 16, 2024 | |
| Money Matters: Moving Forward in a Changing World | March 6, 2024 | |
| Smart Money Moves (for all ages) | Feb. 14, 2024 | |
| Preparing to Care for an Aging Parent | Jan. 18, 2024 | |
| Get Retirement Ready | Dec. 6, 2023 | |
| Tax Strategies: The Basics and Beyond | Nov. 8, 2023 | |
| Understanding Life & Disability Insurance | Handout | Oct. 24, 2023 |
| Understanding Retirement Health Care | June 12, 2023 |
Retirewise®
| Session | Handout | Date |
| Session 1: Building the Foundation | Workbook | July 12, 2022 |
| Session 2: Creating and Managing Wealth | Budget Worksheet | Sept. 13, 2023 |
| Session 3: Establishing Your Retirement Income Stream | Sept. 20, 2023 | |
| Session 4: Making the Most of What You Have | Sept. 28, 2023 |
