Retirement

No matter what your retirement dream is, the most important thing you can do today is create a retirement strategy that will turn your vision into reality. One of the best tools you can use as part of that strategy is your employer’s retirement plan.

This webinar is held monthly. Register for an upcoming session .

Learn about strategies for transitioning into retirement, and the questions you should be asking now to prepare.

Register online for one of the following sessions:

• January 23, 11 a.m. – 12 p.m. ET
• January 24, 12–1 p.m. ET
• January 25, 1–2 p.m. ET

 

Switching from a saving to a spending mindset can be tricky but there are simple steps you can take to make it easier, starting with making a plan. This presentation explains why retirement income planning is critical and discusses key steps to developing your plan.

Register online for one of the following sessions:

• February 27, 1–2 p.m. ET
• February 28, 12–1 p.m. ET
• February 29, 11 a.m. – 12 p.m. ET

 

Learn about tools and resources to feel confident making financial choices and develop a sound retirement strategy.

Register online for one of the following sessions:

• March 26, 12–1 p.m. ET
• March 27, 1–2 p.m. ET
• March 28, 11 a.m. – 12 p.m. ET

 

It’s never too late to adopt healthier financial habits. Join this webinar to learn strategies for saving, budgeting, and managing credit that you can start using today.

Register online for one of the following sessions:

• April 23, 11 a.m. – 12 p.m. ET
• April 24, 12–1 p.m. ET
• April 25, 1–2 p.m. ET

 

This webinar will show you how Social Security can fit into your retirement income plan and share different strategies for when to claim your benefit.

Register online for one of the following sessions:

• May 28, 11 a.m. – 12 p.m. ET
• May 29, 12–1 p.m. ET
• May 30, 1–2 p.m. ET
• September 24, 12–1 p.m. ET
• September 25, 1–2 p.m. ET
• September 26, 11 a.m. – 12 p.m. ET

Regardless of your age, income, or account balance, an estate plan can help you safeguard your legacy and protect the people most important to you. This webinar explains the importance and purpose of an estate plan and how to get started.

Register online for one of the following sessions:

• June 25, 1–2 p.m. ET
• June 26, 11 a.m. – 12 p.m. ET
• June 27, 12–1 p.m. ET

How you invest your retirement savings plays an important role in determining when you’ll be able to retire. The key balancing act to investing is aligning your goals, the number of years you have until you want to achieve those goals (referred to as time horizon), risk tolerance, and reward potential.

Register online for one of the following sessions:

• July 23, 12–1 p.m. ET
• July 24, 11 a.m. – 12 p.m. ET
• July 25, 1–2 p.m. ET

Transamerica can help explain the “A, B, C, Ds” of Medicare and how to start piecing together your healthcare strategy.

Register online for one of the following sessions:

• August 27, 11 a.m. – 12 p.m. ET
• August 28, 12–1 p.m. ET
• August 29, 1–2 p.m. ET

This webinar will cover steps you can take to fortify your online security and how Transamerica protects your account.

Register online for one of the following sessions:

• October 29, 12–1 p.m. ET
• October 30, 1–2 p.m. ET
• October 31, 11 a.m. – 12 p.m. ET

After decades saving and investing for retirement, you may not have considered how to create a sustainable spending plan once you retire. This webinar covers why retirement income planning is critical and key steps to develop your plan.

Register online for one of the following sessions:

• February 27, 1–2 p.m. ET
• February 28, 12–1 p.m. ET
• February 29, 11 a.m. – 12 p.m. ET
• November 19, 11 a.m. – 12 p.m. ET
• November 20, 12–1 p.m. ET
• November 21, 1–2 p.m. ET

Learn how Roth contributions can impact your retirement income plan and the advantages you may want to consider. This webinar covers the basic of Roth contributions, their advantages, and how they differ from traditional contributions.

Register online for one of the following sessions:

• December 17, 11 a.m. – 12 p.m. ET
• December 18, 12–1 p.m. ET
• December 19, 1–2 p.m. ET