Financial Education Sessions

Alight Solutions financial education programs are available as onsite workshops, webinars delivered virtually, and pre-recorded sessions. Each session is designed to educate employees on a particular financial topic. The programs are led by financial professionals who have been trained to lead financial education sessions, and each session is designed to take approximately 60 minutes.

There are three main platforms for delivery:

  • Onsite workshops: Presenter comes onsite to deliver sessions in person.
  • Webinars: Presenter leads a live online session that employees join remotely.
  • Pre-recorded sessions: Scripted and pre-recorded to allow employees to watch at their leisure.

Core Presentations Available:

Approaching Retirement
Are You On Track Financially?
Beginning Your Financial Journey
Budgeting for Success
Estate Planning Fundamentals
Intermediate Investing Concepts
Investing Fundamentals
Investing Through Market Ups and Downs
Make the Most of Your Employer-Sponsored Retirement Plan
Managing Your Debt
Planning for the Cost of Higher Education
Retirement Plan Help for You
Tax Fundamentals
Understanding the Roth 401(k)
Understanding Social Security and Medicare
Women and Wealth
Wealth Strategies: Maximizing Your Financial Life
Your Path to Financial Wellbeing

*Financial Professionals may be Registered Representatives of Alight Solutions, LLC—member FINRA, SIPC—or Investment Advisor Representatives of Alight Financial Advisors LLC, an SEC Registered Investment Advisor. No investment or legal advice is offered or given through the Financial Education Sessions website or services. The information provided is for general informational purposes only and should not be considered an individualized recommendation or tax, investment, financial, or legal advice. Each individual’s circumstances are unique and, therefore, you need to assess your own situation and consult with your tax, financial, or legal advisor before making a decision. The information contained herein is obtained from what are considered reliable sources; however, its accuracy, completeness, or reliability is not guaranteed.