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.
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.
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.
September 15, 10 a.m. PT / 1 p.m. ET
Visit www.schwab.com/yourmoney to register.
Smart saving: Building a strong financial foundation
Be the boss of your finances. Discover how to maximize your money’s potential for the future you have in mind while balancing your savings goals.
September 16, 9 a.m. PT / 12 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.
September 17, 12 p.m. PT / 3 p.m. ET
Visit www.schwab.com/yourmoney to register.
Quick take: College savings
Get help creating a college savings plan and explore the pros and cons of the types of savings accounts available to you.
September 18, 11 a.m. PT / 2 p.m. ET
Visit www.schwab.com/yourmoney to register.
7 fundamentals you need for investing success (Spanish)
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.
September 22, 10 a.m. PT / 1 p.m. ET
Visit www.schwab.com/yourmoney to register.
7 fundamentos que debe seguir para tener éxito en sus inversiones
Mejore sus habilidades para invertir. Aprenda como construir una estrategia de inversión en torno a sus objetivos, la importancia de una cartera diversificada y consejos para monitorear su progreso.
22 de septiembre, a las 10 a.m. PT / 1 p.m. ET
Regístrese en http://schwab.com/sudinero
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.
September 23, 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.
September 24, 12 p.m. PT / 3 p.m. ET
Visit www.schwab.com/yourmoney to register.
Women & investing: Take charge of your financial future
Women face daily challenges and life events that can have major financial impacts. Join the conversation and take the next step toward your financial goals.
September 29, 10 a.m. PT / 1 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.
September 30, 9 a.m. PT / 12 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.