This webinar will discuss the non-financial aspects of making the transition into retirement, such as the emotional connection to work. Join us as we focus on these non-financial indicators of retirement satisfaction to help you find purpose and fulfillment later in life.

Planning your estate, including having documents like trusts and wills, is an important part of protecting your loved ones. Join a panel of experts as they discuss the differences between trusts, wills, and other necessary documents.

It is important to understand how to invest if you want to achieve your retirement goals. Listen in on this panel discussion as we explore the types of investments that are commonly included in retirement plans, such as stocks, bonds, index funds, mutual funds, and target date funds.

Are you preparing to make a major purchase, like putting a down payment on a house, having your dream wedding, moving out of your parents’ home, or taking that bucket list vacation? With every major expense comes major planning. Join our panel discussion as we examine and suggest savings strategies for the milestones in your life.

In our short-form webinar series, ASK CAPTRUST, we examine the several types of contributions such as pre-tax versus after-tax contributions, Roth contributions, and how to decide which is right for you based on your financial wellness plan and savings strategy.

Choosing the right college savings plan for your child can seem overwhelming. In this video, we will review several options and share the unique set of rules for each option.

SMART is an acronym that stands for “specific, measurable, achievable, relevant, and time-based.” In this Lessons in Financial Experiences (LIFE) episode, we will look at how each element of the SMART framework works together to create a goal that is carefully planned, clear, and trackable.

Opened in May 2005, Kingda Ka at Six Flags Great Adventure in Jackson, New Jersey, holds world records among operating roller coasters for tallest coaster and biggest drop and the U.S. record for fastest coaster. Kingda Ka reaches a top speed of 128 miles per hour in just 3.5 seconds and ascends 456 feet before plummeting 418 feet. The ride lasts a whopping 28 seconds.

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