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.
We have three main platforms for delivery:
Make the Most of Your Employer-Sponsored Retirement Plan While retirement may seem like a long way into the future, you can control your future by learning about the retirement benefits your employer offers. To do that, you’ll learn not only how the retirement plans work, but also six key principles to making the most of your retirement benefits. Empower yourself with the information needed to get on your path to retirement.
Approaching Retirement Are you ready to retire? You might find yourself answering that question differently each day, and you may think of five other questions you need to ask yourself first. This is your chance to understand how retirement works financially and to start putting together your plan to transition into retirement. You’ll learn about the different sources of income to consider and how each of them works in retirement—including Social Security and Medicare. Don’t miss this opportunity to learn about what you can do to make a smooth financial transition into retirement.
Understanding Social Security and Medicare You’ve been paying into government programs for years, but what are they really and what do they mean for your retirement? This session explores the history of Social Security and Medicare, helps explain how they work, and shares how you may be able to optimize these programs for your personal situation. If you have any questions about these programs, you’ll want to take advantage of this opportunity to learn more.
Financial Fundamentals It’s never too early or too late to get your financial house in order. You know it’s important to save for your future, but how do you do it effectively based on your financial situation? This session focuses on how to build a good foundation to pursue your financial goals, understanding your financial situation, and any options you may have to optimize your finances. Don’t miss this opportunity to learn more about starting your financial journey. Support is here!
Are You On Track Financially? You’ve got your financial goals, but how do you ensure that you reach all of them—especially when there are so many! You have retirement, college, a dream home, or even just a vacation. Meeting your goals is about more than just saving. In this session, we’ll not only talk about goals such as retirement and college savings, but also discuss topics such as the importance of estate planning and having appropriate insurance coverage. Don’t miss this opportunity to learn whether you’re on track to meet your goals.
Investing Fundamentals You’re expected to invest in your future, but understanding investments can be confusing. Let’s take a look behind the curtain and learn about investing. You’ll learn about what the stock market is, the three basic asset classes, risk/return trade-offs to consider, and basic principles of investing. Also, you have support available. You’ll learn how to connect with the resources and help options available through your employer benefits.
Estate Planning Fundamentals Estate planning is a vital topic to tackle to help ensure that the money you’ve worked so hard to make during your lifetime goes to the people or groups you care about. You can also make it easier for your loved ones to get financial affairs in order during a painful or stressful time. In this session, you’ll learn about the benefits of an estate plan, common tools and documents to help, tax considerations, and resources you have available to you. While you can’t prevent the inevitable, you can prepare for it.
Planning for the Cost of Higher Education Is saving for college on your mind? You aren’t alone. Explore the world of college planning, from the reasons to save to options for saving to additional funding sources. We’ll also discuss some of the tools and support available to fully understand the college planning arena and best prepare your loved ones financially for their college experience.
Understanding the Roth 401(k) The Roth 401(k) feature of a company-sponsored plan gives you flexibility to choose how you want to receive a tax advantage on your 401(k) savings. Do you want to avoid taxes today, or do you want to receive tax-free distributions? Learn about your choices and the trade-offs so you can design a savings strategy that makes sense for your future.
Get Help Creating a Personalized Retirement Plan Not all of us are experts when it comes to investing, saving, and retirement. This seminar provides basic investment and retirement planning concepts and presents a framework for how these concepts fit together. This session highlights the help options that are available through the employer so that employees can decide how to put their personal retirement plan together.