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.
Register for the upcoming live events to learn about outsmarting financial stress and coping with emotions impacting your finances.
Live panel discussion: Money and mental health
October 9, 9 a.m. PT / 12 p.m. ET or 12 p.m. PT / 3 p.m. ET
Visit https://www.schwab.com/yourmoney to register.
Behavioral finance: How emotions impact financial decisions
October 21, 10 a.m. PT / 1 p.m. ET
Visit https://www.schwab.com/yourmoney to register.
Live panel discussion: Making the most of your 401(k)
Make the most of your 401(k). Get help determining the right contribution amount for you, and learn strategies for maximizing your retirement investments.
September 5, 10 a.m. PT / 1 p.m. ET
Visit https://www.schwab.com/yourmoney to register.
Live panel discussion: Money and mental health
Outsmart financial stress. Financial stress affects your mental health. Get tips for addressing the root cause, including managing debt, and curbing spending.
October 9, 9 a.m. PT / 12 p.m. ET or 12 p.m. PT / 3 p.m. ET
Visit https://www.schwab.com/yourmoney to register.
Spanish: 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.
October 15, 9 a.m. PT / 12 p.m. ET or 1 p.m. PT / 4 p.m. ET
Visit https://www.schwab.com/sudinero to register.
Inversión inteligente: Ponga su dinero a trabajar
¿Nuevo en el mundo de inversiones? Schwab puede ayudar. Comprenda mejor las inversiónes, incluyendo cómo establecer objetivos, empezar a invertir y mantener el buen camino.
15 de octubre, a las 9 a.m. PT / 12 p.m. ET o a la 1 p.m. PT / 4 p.m. ET
Regístrese en https://schwab.com/sudinero o escanee el código QR.
Behavioral finance: How emotions impact financial decisionsYour emotions impact your finances. Here’s how to cope. Explore the science behind how we make financial decisions and learn how to be smarter about your money.
October 21, 10 a.m. PT / 1 p.m. ET
Visit https://www.schwab.com/yourmoney to register.
Quick take: Financial considerations for veterans and members of the military
Your bootcamp for money management. Get to know some of the challenges and opportunities in managing your personal finances as a member of the military or a veteran.
November 4, 10 a.m. PT / 1 p.m. ET
Visit https://www.schwab.com/yourmoney to register.
Financial planning: Take control of your tomorrow
Making plans? Let’s talk about your financial ones. Find out why you should have a financial plan, what it can include, and how to build one you can stick with.
November 6, 12 p.m. PT / 3 p.m. ET or November 18, 10 a.m. PT / 1 p.m. ET
Visit https://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 retirement by learning practical strategies, including tips for your drawdown and how to manage cash and investments.
November 12, 9 a.m. PT / 12 p.m. ET
Visit https://www.schwab.com/yourmoney to register.
Live demo: Paycheck calculator
Think you can’t afford to save? Think again. Explore the power of every dollar saved with this demo on our Paycheck Calculator found in the Learning Center.
November 20, 12 p.m. PT / 3 p.m. ET
Visit https://www.schwab.com/yourmoney to register.
Maximizing your charitable giving impact
Turn your giving into even more good. Learn how to start donating and how tax breaks can help you give smarter and make a bigger impact.
December 2, 10 a.m. PT / 1 p.m. ET, or December 18, 12 p.m. ET / 3 p.m. ET
Visit https://www.schwab.com/yourmoney to register.
Funding your paycheck in retirement
Understanding your retirement income. Not sure how to turn your retirement savings into income? Learn how to build and manage an effective plan to fund your retirement.
December 4, 12 p.m. PT / 3 p.m. ET
Visit https://www.schwab.com/yourmoney to register.
Live panel discussion: Year-end planning: Get your financial ducks in a row
Your 2025 financials are about to be so last year. Get end-of-year financial planning tips on reviewing your accounts and setting your budget so you can start next year off right.
December 10, 9 a.m. PT / 12 p.m. ET or 12 p.m. PT / 3 p.m. ET
Visit https://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.
December 16, 10 a.m. PT / 1 p.m. ET
Visit https://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.