Money can be tough for a lot of people. In fact, a 2023 BankRate survey found that 52 percent of Americans suffer mentally due to financial stress. At Aristocrat, we provide resources to help alleviate that stress.
Liz Ann Live: Market outlook
Liz Ann Sonders and host Joe Mazzola will discuss her Market Commentary column and update you on the latest economic data and indicators that could impact the investing landscape.
August 17, 24, 31, 12 p.m. PT / 3 p.m. ET
Visit www.schwab.com/yourmoney to register.
Your Social Security
Learn how Social Security works, get tips for deciding when to start collecting these benefits, and explore other potential sources of retirement income.
August 13, 12 p.m. PT / 3 p.m. ET
Visit www.schwab.com/yourmoney to register.
Stay on track: Managing risk in your portfolio
Now that you have your portfolio in place, how do you keep it on track? Learn how to assess and manage the investment risk in your portfolio to stay in line with your objectives and to adapt your portfolio along the way.
August 18, 10 a.m. PT / 1 p.m. ET
Visit www.schwab.com/yourmoney to register.
Financial planning: Take control of your tomorrow
Let’s talk about how your finances fit into your personal goals. Find out why you should have a financial plan, what it can include, and how to build one you can
stick with.
August 19, 9 a.m. PT / 12 p.m. ET
Visit www.schwab.com/yourmoney to register.
Smart retirement: Planning for a secure future
Practical steps for planning your retirement. Learn how to come up with your retirement budget, and understand how Social Security may impact your finances.
August 20, 12 p.m. PT / 3 p.m. ET
Visit www.schwab.com/yourmoney to register.
Live demo: The Learning Center
Your finances are complicated. Here’s how to decode them. Your retirement plan includes a Learning Center full of personalized tools, articles, and other resources catered to your financial needs.
August 21, 11 a.m. PT / 2 p.m. ET
Visit www.schwab.com/yourmoney to register.
Live panel discussion: Financial fitness during market volatility
Uncertain markets can test your financial fitness and decision-making. Learn how to get organized, build a plan, and make progress toward your goals.
August 25, 9 a.m. PT / 12 p.m. ET or 12 p.m. PT / 3 p.m. ET
Visit www.schwab.com/yourmoney to register.
Take charge of your finances: Managing money and debt
Money management 101: Learn how you can make the most of your finances by saving in smart ways and creating a plan for your goals.
August 26, 9 a.m. PT / 12 p.m. ET
Visit www.schwab.com/yourmoney to register.
Funding your paycheck in retirement
Not sure how to turn your retirement savings into income? Learn how to build and manage an effective plan to fund your retirement.
August 27, 12 p.m. PT / 3 p.m. ET
Visit www.schwab.com/yourmoney to register.
Liz Ann Live: Market outlook
Liz Ann Sonders and host Joe Mazzola will discuss her Market Commentary column and update you on the latest economic data and indicators that could impact the investing landscape.
September 14, 21, 28, 12 p.m. PT / 3 p.m. ET
Visit www.schwab.com/yourmoney to register.
Stay on track: Managing risk in your portfolio
Now that you have your portfolio in place, how do you keep it on track? Learn how to assess and manage the investment risk in your portfolio to stay in line with your objectives and to adapt your portfolio along the way.
September 1, 10 a.m. PT / 1 p.m. ET
Visit www.schwab.com/yourmoney to register.
College savings: Invest in the future
Need help saving for college? Learn how to create a college savings plan and explore the pros and cons of the types of savings accounts available to you.
September 2, 9 a.m. PT / 12 p.m. ET
Visit www.schwab.com/yourmoney to register.
Smart retirement: Planning for a secure future
Practical steps for planning your retirement. Learn how to come up with your retirement budget, and understand how Social Security may impact your finances.
September 3, 12 p.m. PT / 3 p.m. ET
Visit www.schwab.com/yourmoney to register.
Live demo: Your 401(k) enrollment
Invest in future you: Take the first step with your 401(k). Learn how to easily enroll in your 401(k) plan and start investing in your tax-advantaged retirement account.
September 4, 11 a.m. PT / 2 p.m. ET
Visit www.schwab.com/yourmoney to register.
Smart investing: Putting your money to work for you
New to investing? We’ve got you covered. Better understand the ins and outs of investing, including how to set goals, start investing, and stay on track.
September 8, 10 a.m. PT / 1 p.m. ET
Visit www.schwab.com/yourmoney to register.
Making sense of Health Savings Accounts
Save for a rainy day—and your future health care. Uncover the tax benefits and investment options a Health Savings Account can provide and learn how to budget for health care in retirement.
September 9, 9 a.m. PT / 12 p.m. ET
Visit www.schwab.com/yourmoney to register.
Live panel discussion: Making the most of your 401(k)
Get help determining the right contribution amount for you, and learn strategies for maximizing your retirement investments.
September 10, 9 a.m. PT / 12 p.m. ET or 12 p.m. PT / 3 p.m. ET
Visit www.schwab.com/yourmoney to register.
In addition to managing a great 401(k) plan, our partnership with Charles Schwab gives you access to financial planning tools and experts. You can explore a number of their services, including:
Participant Webcast-Schwab Learning Center: A place to review general information and tools on Money Basics, Savings Fundamentals, Pre-Retirement Playbook, Financial Fitness Quiz, Schwab Safe, and Calculators & Resources. You do not need to log in to access.
My Learning Center: For more personalized information, tools, and webcasts. Must log in to access.
Here’s how it works:
Candidly Student Loan Resource: It’s important to start saving and investing early for future financial goals. But that’s not always easy to do when student loan payments eat up your budget. You now have access to Candidly,* a new student loan resource that may help you better understand and manage your student loan debt.
Key features include:
Explore Candidly student loan resources. Get started now
*Candidly is not affiliated with Schwab Retirement Plan Services, Inc., or its affiliates.
Financial Consultations: Each member is entitled to one 30-minute no cost telephonic consultation with a financial counselor. Typical matters include credit counseling, debt and budgeting assistance, tax planning, retirement, and college planning questions. These services are provided by seasoned financial professionals and licensed CPA’s.
Tax Preparation and Consultation Component: Members are entitled to receive one 30-minute no-cost telephonic income tax planning-related consultation per year on each separate tax issue they encounter. Preparation of all personal income tax documents are prepared by a CPA at a preferred rate reduction of 25% from the CPA’s normal fee.
Resources: Members also have access to an online library of free financial articles and tools.
These services can be accessed through your Lyra account under “other resources” or by calling (877) 248-1047.