SMARTChats: Retirement Planning - The Basics

The Future You Want Starts Here

Whether retirement is decades away or just around the corner, having a clear plan can make all the difference. Join us for our upcoming SMARTChats session, where our Financial Advocates Jennifer Yanez, Greg Medina, and Hilario Pantoja will guide you through the essentials of building a well-planned retirement.

In this webinar, you’ll:

  • Gain clear insights into the most important parts of retirement planning.

  • Make sense of retirement jargon to understand what it really means for you.

  • Walk away with practical tools and the confidence to start planning for retirement.

No matter your age or stage, this session will help you take the next step toward the future you want.

Date: Tuesday, September 16th, 2025

time: 11:00am PT/2:00pm ET

Please reach out to our Financial Advocate team if you have any questions.

First time registering? Please fill out the form below. If you have already registered, click here.

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