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Communication Financial Wellness

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Balance scale with coins and upward trend on the left and a shield and gears on the right, symbolizing finance versus security.
Recording Resources

Building a Retirement-Ready Portfolio: Balancing Risk, Reward & Market Changes

Learn how to build a portfolio that supports long-term growth and weather changing markets. We’ll cover how to balance risk and reward as retirement approaches.

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Recording Resources

Women, Retirement, and Their Unique Planning Considerations

In this insightful presentation, we explore the unique considerations women should keep in mind when planning for retirement. Discover key insights and practical strategies to help women achieve financial security and independence in their golden years. • Longer Lifespans: Women typically live longer than men, making long-term financial planning crucial. • Earnings Disparities: Addressing wage gaps and career interruptions is vital for building robust retirement savings. • Caregiver Roles: Balancing caregiving responsibilities with retirement saving strategies is essential for financial well-being.

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Recording Resources

Live Q&A Recording: June 2025

- If there is no employer match, should I still save in my 401(k)? - How do I know if I am ready to retire? - With all the ups and downs in the market lately, should I be changing how my money is invested? ...and more!

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