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.
Apr. 6, 13, 20, 27. 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.
Apr. 7, 10 a.m. PT / 1 p.m. ET
Visit www.schwab.com/yourmoney to register.
Spring Cleaning your Finances
Date: April 28, 2026 – Tuesday
Time: 9:00am PDT / 12:00pm EDT
Link: https://event.on24.com/eventRegistration/EventLobbyServlet?target=reg20.jsp&eventid=5152717&sessionid=1&key=ADEB58F4A04C7769ABE7F991EE6A0B17&groupId=6475288&sourcepage=register
How to Manage your Health Saving Account
Date: April 21, 2026 – Tuesday
Time: 10:00am PDT / 1:00pm EDT
Speaker: Ruth Pedroni and James Arriens
Link: https://events.teams.microsoft.com/event/db81d8ee-de04-45b8-804a-cea16e348288@45ee1ffd-72de-4bf9-9014-44739bd1cfac
Live panel discussion: Financial fitness Where am I now and how do I take my next step?
It’s never too late to address your financial fitness. See how to get your money organized, and learn tips for budgeting and saving toward your long-term goals.
Apr. 8, 9 a.m. PT / 12 p.m. ET or 12 p.m. PT / 3 p.m. ET
Visit www.schwab.com/yourmoney to register.
Countdown to retirement: What should I do with 10 years or less to go?
Nearing the final stretch before retirement? Prepare for your life in retirement by learning some practical financial strategies, including tips for your drawdown and how to manage cash and investments.
Apr. 9, 12 p.m. PT / 3 p.m. ET
Visit www.schwab.com/yourmoney to register.
Time:10:00am PDT / 1:00pm EDT
Speaker: Jeffrey Chatman – Education Specialist, Schwab Retirement Plan
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.
Apr. 10, 11 a.m. PT / 2 p.m. ET
Visit www.schwab.com/yourmoney to register.
Smart spending: Living well without overspending
Your imagination has no limit, but your budget does. Learn how to take control of your finances with tips for tracking your expenses, creating an effective spending plan, and avoiding pitfalls like debt.
Apr. 15, 9 a.m. PT / 12 p.m. ET
Visit www.schwab.com/yourmoney to register.
Spring Cleaning your Finances
Date: April 28, 2026 – Tuesday
Time: 9:00am PDT / 12:00pm EDT
Spanish Countdown to retirement: What should I do with 10 years or less to go?
Nearing the final stretch before retirement? Prepare for your life in retirement by learning some practical financial strategies, including tips for your drawdown and how to manage cash and investments.
Apr. 16, 12 p.m. PT / 3 p.m. ET
Visit www.schwab.com/sudinero to register.
Cuenta regresiva a la jubilación ¿Qué debo hacer si me faltan 10 años o menos para jubilarme?
¿Ya casi se acerca a la jubilación? Aprenda estrategias prácticas para prepararse para la jubilación, que incluyen consejos para las estrategias de reducción del portafolio y cómo manejar dinero en efectivo y las inversiones.
16 de abril, a las 12 p.m. PT / 3 p.m. ET
Regístrese en https://schwab.com/sudinero.
7 fundamentals you need for investing success
Hone your investing skills. Learn how to build an investment strategy around your goals, why a diversified portfolio matters, and ways to monitor your progress.
Apr. 21, 10 a.m. PT / 1 p.m. ET
Visit www.schwab.com/yourmoney to register.
Financial guidance for families with children who have disabilities
Protect what matters most: Your child’s future. Planning for your child with a disability? We’ll help you feel confident with tools and strategies for their lifelong security.
Apr. 22, 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.
Apr. 23, 12 p.m. PT / 3 p.m. ET
Visit www.schwab.com/yourmoney to register.
Quick take: Getting a handle on debt
Looking to take the first step to unravel your debt? Discover the difference between good and bad debt, assess your situation, and explore effective strategies to manage and reduce what you owe.
Apr. 24, 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.
Apr. 28, 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.
Apr. 29, 9 a.m. PT / 12 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.
Apr. 30, 12 p.m. PT / 3 p.m. ET
Visit www.schwab.com/yourmoney to register.
Smart Saving: Building a Strong Financial Foundation
Date: April 14, 2026 – Tuesday
Time: 10:00am PDT / 1:00pm EDT
Speaker: Jeffrey Chatman – Education Specialist, Schwab Retirement Plan
Link: https://event.on24.com/wcc/r/5272494/01100176294331651232D558DD3C9573
How to Manage your Health Saving Account
Date: April 21, 2026 – Tuesday
Time: 10:00am PDT / 1:00pm EDT
Speaker: Ruth Pedroni and James Arriens
Spring Cleaning your Finances
Date: April 28, 2026 – Tuesday
Time: 9:00am PDT / 12:00pm EDT
Link: https://event.on24.com/eventRegistration/EventLobbyServlet?target=reg20.jsp&eventid=5152717&sessionid=1&key=ADEB58F4A04C7769ABE7F991EE6A0B17&groupId=6475288&sourcepage=register
Beyond Burnout: Finding Connection and Purpose in Caregiving
Date: April 15, 2026 – Wednesday
Time: 9:00am PDT / 12pm EDT
Link: https://wellthy.com/webinar-registration/04-15-2026-beyond-burnout-finding-connection-and-purpose-in-caregiving
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.