Financial Planning Webinars

Keep your financial goals on track with webinars offered by TIAA and Carebridge

If you require accommodations, please contact Human Resources at 315.443.4042 or

Personal Money Management

This very practical and useful Carebridge presentation addresses issues related to developing a budget, understanding credit and coping with debt. Add to your knowledge and understanding of finances to help reduce your debt, learn how to avoid common mistakes, and develop strategies to protect your financial security.

Register to watch a recording of this webinar on-demand.

Making Gifts to Loved Ones and Charities

Tuesday, Oct. 15 at 12 p.m.
You can help to maximize the value of your life’s work and help to take care of your survivors and philanthropic causes with a little planning. This webinar will review basic strategies for giving to individuals and charities during your lifetime, as well as legacy planning.

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Understanding Health Savings Accounts (HSAs)

Wednesday, Oct. 16 at 12 p.m.
You may know about the tax advantages of contributing to a Health Savings Account (HSA), but did you know that HSAs are also a way to save for health care in retirement? This webinar will help you understand some aspects of HSAs including how they help account owners to pay for current health care expenses and save for those in the future.

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Market-proof Your Retirement

Wednesday, Oct. 16 at 3 p.m.
In retirement—and the years leading up to it—protecting your savings becomes just as important as growing it. Join us to learn how to create your own personal pension with TIAA traditional.

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Quarterly Economic and Market Update

Thursday, Oct. 17 at 12 p.m.
TIAA’s Chief Investment Strategist will discuss economic and market developments that may impact your retirement savings strategy.

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Within Reach: Transitioning from career to retirement

Thursday, Oct. 17 at 3 p.m.
You can plan ahead to help make the most out of your retirement—from paying yourself to allowing for taxes, healthcare, and estate planning wishes.

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Special Topic: Help protect you, your family, and your money

Tuesday, Oct. 22 at 12 p.m.
Are you concerned about identity theft and your family’s security online? Learn about measures to help prevent identity theft by securing your personal information on websites, social media and mobile apps, and how to conduct online financial transactions safely.

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Money at Work 2: Sharpening investment skills

Tuesday, Oct. 22 at 3 p.m.
Feel more secure in your savings strategy by verifying you’re on the right track. And if you’re off track, know what adjustments you need to make. Learn how to plan your investments and hold on to as much of your nest egg as possible.

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Understanding Medicare

Wednesday, Oct. 23 at 12 p.m.
Paying for healthcare in retirement is a critical part of financial planning, and it is important to understand how Medicare operates and what choices you have. This webinar will review aspects of Medicare including eligibility and what plans are available to you.

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Start to Finish: The early career woman’s guide to financial wisdom

Wednesday, Oct. 23 at 3 p.m.
When women are starting their careers, there’s a lot to consider—career goals, job satisfaction, achieving a work/life balance. But it’s important to also consider retirement. Discover how establishing a plan now can help establish your financial future.

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The 411 on 529 College Savings Plans

Thursday, Oct. 24 at 12 p.m.
You can learn all about how 529 college savings plans work and how to invest in one for a child, grandchild, yourself, or other loved one.

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Tomorrow in Focus: Saving for your ideal retirement

Thursday, Oct. 24 at 3 p.m.
Find out how retirement savings, planning and the real benefit of time are essential features of retirement readiness.

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Planning for Retirement—The why, what and how

Thursday, Oct. 31 at 3 p.m.
This webinar will discuss the challenges and risks people face in retirement, and how good planning can address them.

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How to Keep Your Holiday Spending on Budget

Monday, Nov. 18 at noon
Looking for tips on how not to break the bank this holiday season? This Carebridge webinar offers useful strategies on budgeting techniques that will help you avoid overspending, discover technologies to assist you when shopping, and consider the true meaning of the holidays when it comes to gift giving and hosting parties—and much more.

Register for webinar presented by Carebridge