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Financial Wellness Presentations

online learning

Complementary Financial Wellness Presentations

The following presentations are delivered by the Pension Boards or by Fidelity specifically for PBUCC Members. Please add the dates below to your calendar and look for email invites prior to each scheduled event.

 

Pension Boards
LSS Financial Choice
Fidelity

Upcoming Events in 2025

 DateTopic
  Wednesday, May 21
12 p.m. ET		 Planning for the Transition to Retirement
Whether you are planning to retire soon or are in the middle of your career, clergy or lay, this seminar is designed to help you transition to retirement.
  Wednesday, May 28
2 p.m. ET		 Take the First Step to Investing
Learn key investing concepts, common investment types, and how to choose your investment approach.
  Wednesday, July 2
3 p.m. ET		 Mid-Career Financial Planning
This presentation is designed for those 35 and older and will address some of the more common financial planning concerns and goals shared by those in their mid-career stage. Topics include saving and paying for college, saving, and investing for retirement, balancing competing goals and priorities, and insurance considerations.
  Tuesday-Wednesday, July 22 - 23
3 p.m. ET		 Planning for the Transition to Retirement
Whether you are planning to retire soon or are in the middle of your career, clergy or lay, this seminar is designed to help you transition to retirement.
  Thursday, July 24
3 p.m. ET		 Investment Watch
Mid-Year Investment Watch Presentation
  Wednesday, July 30
2 p.m. ET		 Fraud Prevention
Become smarter than identity thieves and scammers. You will learn:
  • The different ways your information can be compromised.
  • Steps to prevent identify theft, including tips for being safe online and in financial interactions.
  • How to access free, effective resources to turn to if you are a victim of identity theft.
  Friday, August 8
2 p.m. ET		 Take the First Step to Investing (Spanish)
Este taller está diseñado para los participantes que están actualmente inscritos en su plan y están buscando ayuda para crear una mezcla de inversiones adecuada a través de la asignación de activos y la diversificación.
  Wednesday, August 27
2 p.m. ET		 Money and Minimalism
Transition from a life of conspicuous consumption, debilitating debt, and over-scheduled calendars.
  • Explore what living a minimalist life might look like for you.
  • Declutter your finances.
  • Combat external messages about identity and success that may be holding you back from living the life you want to live.
  Wednesday, September 17
12 p.m. ET		 Planning for the Transition to Retirement
Whether you are planning to retire soon or are in the middle of your career, clergy or lay, this seminar is designed to help you transition to retirement.
  Wednesday, September 24
2 p.m. ET		 CyberWellness® - Preventing Fraud & Identity Theft
  • Discover the forces shaping cybersecurity and fraud
  • Identify ways to protect against fraud and scams
  • Learn actionable steps to protect your accounts and identity
  Wednesday, October 29
2 p.m. ET

Happier Holidays: Brain Tricks for More Joy, Less Stress
During the winter holidays, society pressures us to spend heavily. Many people find that their spending does not create happiness, but stress and debt instead. Learn about:

  • Stress reducing techniques.
  • Planning ahead to take control.
  • Three core principles of personal finance that will help you get more fulfillment out of your holidays.
  Thursday, November 6
2 p.m. ET		 Identify and Prioritize Your Savings Goals (Spanish)
Este taller le ayudará a empezar a pensar en las metas de ahorro que son importantes para usted y entender cómo puedes lograrlas
  Tuesday-Wednesday, November 18 - 19
3 p.m. ET		 Planning for the Transition to Retirement
Whether you are planning to retire soon or are in the middle of your career, clergy or lay, this seminar is designed to help you transition to retirement.
  Tuesday, November 25, 2025
2 p.m. ET		 Invest Confidently for Your Future
  • Define your savings goals
  • Build an investment plan to help you optimize your savings
  • Understand the importance of continuously managing your plan

Previous Financial Wellness Group Learning Recordings

Please click the links below to tune into previously-recorded webinars.

2025

 Topic
financial health check

April 30 - Get a Financial Health Checkup
Just like with our physical health, building financial health requires steps that we take daily, monthly, and annually.
social security

March 26 - Social Security Basics
investment watch

January 30 - Investment Watch
loan forgiveness

January 29 - Practical Steps to Achieve Loan Forgiveness
retirement planning

Planning for the Transition to Retirement

 

 

 

On-Demand Workshops

Build an Emergency Savings Fund

This mini-workshop provides tips to help you prepare for financial emergencies.

Create a Budget

Get help building your budget in this mini-workshop.

Five Money Musts

Designed for young professionals, this workshop will provide an overview of five core money concepts: budget, credit, debt, investing, and retirement.

Get a Handle on Your Current Student Loan Debt

This workshop will help you find a better way to pay off your student loan debt by introducing you to a number of different repayment approaches.

Identify and Prioritize Your Savings Goals

This workshop will help you start to think about the savings goals that are important to you and understand how you can achieve them.

Invest Confidently for Your Future

This workshop will help you look at your investments and understand how to build a long-term investment plan.

Learn the Basics of When and How to Claim Social Security

If Social Security is expected to be your primary source of income in retirement, learn when and how to claim your benefit.

Managing My Money: Budget, Emergency Savings, Debt, and Retirement Basics

This workshop will provide manageable strategies, tools, and tips that can help you take control of your spending, saving, and debt.

Manage Unexpected Events and Expenses

This workshop will help you learn how to take control of your budget and understand your financial options after an unforeseen event.

Maximize Social Security in Your Retirement Strategy

This workshop will help you understand different Social Security claiming strategies and take the next step to create your retirement income plan.

Navigating Market Volatility

This workshop will review what is happening in the markets and why – and help answer questions such as, “should I move my investments to cash right now?” and, “if I don’t yet have a plan for situations like this, where do I start?”

Organize, Plan, & Own Your Future

Designed for women, this workshop will show you how to organize your investments and build a plan to meet your financial goals.

Prepare for the Reality of Health Care in Retirement

This workshop will help you to understand the costs of health care in retirement, and how you can prepare for them.

Retirement Income Planning for Her

Designed for women, this workshop will help you learn about your retirement savings and how to plan for future income.

Take Control of Your Debt

Get help making a plan to manage and pay down your debt in this mini-workshop. PUBLIC LINK