Events
Welcome to our events hub!
Discover a world of knowledge at our upcoming webinars. We invite you to explore our exciting lineup of virtual events where our experts share their knowledge and expertise.
Don’t miss out on these opportunities. To secure your spot, simply click on the event registration links below. Let’s embark on this learning journey together. See you there!
HFG 401(k) Fridays | Virtual Office Hours Every Friday
Drop in for support on anything you need, every Friday from 2-4PM Eastern / 1-3PM Central.
Simply join the waiting room using the link below, and an HFG advisor will admit you when it’s your turn. If the waiting room gets busy, we’ll send you an update so you know others are ahead of you.
https://us06web.zoom.us/j/81114399487
January 21, 2026
Coordinating Social Security with Other Retirement Income
Learn how Social Security fits into your overall retirement income strategy. We’ll cover how timing, other income sources, and claiming strategies can impact your benefits.
February 18, 2026
5 Steps to a Retirement-Ready Budget
A strong retirement plan starts with a realistic budget. We’ll walk through five simple steps to help you balance saving, spending, and enjoying your retirement years.
March 18, 2026
Taxes & Withdrawals: Keeping More of Your Retirement Money
Discover smart strategies to withdraw from your accounts in a tax-efficient way. We’ll explore the order of withdrawals, tax considerations, and how to help your savings last longer.
April 15, 2026
Decoding Your Retirement Statement: What Really Matters
Your retirement statement holds more insight than just your balance. We’ll help you understand the key numbers and how to use them to track your progress toward retirement goals.
May 20, 2026
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.
June 17, 2026
Financial Spring Cleaning: Refreshing Your Retirement Strategy
Take time this spring to declutter your finances and make sure your retirement strategy still fits your life. We’ll highlight easy updates, overlooked opportunities, and ways to simplify your plan for the year ahead.
July 15, 2026
Turning Savings into Income: Retirement Paychecks Explained
Learn how to turn your savings into steady, reliable income in retirement. We’ll cover withdrawal strategies, income streams, and how to avoid common pitfalls.
August 19, 2026
Mid-Year Checkup: Are You on Track for Retirement?
Mid-year is a perfect time to review your progress. We’ll cover key checkpoints, adjustments, and how your employer benefits can help you stay on track.
October 21, 2026
Tax Planning in Retirement: Roth, Smart Moves & What Changes After You Retire
Tax planning doesn’t stop at retirement — it becomes even more important. Learn key strategies for Roth conversions, year-end moves, and understanding how taxes shift once you retire.
November 18, 2026
Estate & Legacy Planning: Beneficiaries, Basics & Passing Wealth Forward
Estate planning isn’t just for the wealthy — it’s for anyone who wants a clear plan for the future. We’ll walk through key documents, beneficiary considerations, and strategies to pass assets efficiently.
December 16, 2026
Year-End Retirement Checkup: What to Review Before Jan. 1
Before the year ends, take stock of your retirement plan. We’ll review key deadlines, tax considerations, and easy steps to start the new year strong.