Financial Well-Being

Live Seminars

DRIVE AWAY HAPPY – AUTO BUYING

(1-hour webinar)

Buying a new car can be a daunting process. When you attend this webinar, you will learn about the items you will want to have prepared before visiting a dealership and selecting your vehicle. In addition, learn how you can save with ALEC’s Auto Buying Service. This session is offered by ALEC, a financial institution serving the Abbott community.

RETIREMENT BASICS

(1-hour webinar)

During this webinar, learn the basic building blocks when building a solid retirement plan. This session is offered by ALEC, a financial institution serving the Abbott community.

RETIREMENT SAVINGS CHALLENGES FOR WOMEN

(1-hour webinar)

Women can face specific hurdles when planning for retirement, including long life expectancies, career breaks for family caregiving, lower retirement savings and potentially lower Social Security benefits and more. This webinar provides women retirement planning considerations to address these specific challenges. This session is offered by ALEC, a financial institution serving the Abbott community.

UNDERSTANDING THE ROTH 401(K)

(1-hour webinar)

Should you save in your pre-tax account or Roth account? That is the question. Although there is no right answer, there are some important considerations to take into account prior to making the decision of whether to pay taxes today or in retirement. In this presentation, we will cover the key differences among all contribution types, point out some resources you can use when deciding, and provide some examples of people who may benefit from the potential advantages of a Roth 401(k) account.

THE AMERICAN DREAM – HOME BUYING

(1-hour webinar)

Although owning your own home is the American dream, the task proves daunting for those who don’t understand the full process. If you are a soon-to-be first-time homeowner, this webinar is full of valuable tips and information to make the path to your dream easier! This session is offered by ALEC, a financial institution serving the Abbott community.

RETIREMENT INCOME PLANNING

(1-hour webinar)

In this webinar, learn key steps in the retirement income planning process, including forming your goals, things to take into consideration, looking at health care costs, being mindful of taxes, and sources of income. This session is offered by ALEC, a financial institution serving the Abbott community.

INVESTING FUNDAMENTALS

(1-hour webinar)

The world of investing seems to be riddled with complex terms and concepts. With so many investment options available, how do you know where to start? In this presentation, we will cover the basics of investing by learning about the three main asset classes, funds and diversification! We will also provide you with some helpful resources available to you through your employer to get started!

PAYING FOR COLLEGE: INVESTMENT OPTIONS

(1-hour webinar)

Are you overwhelmed when you think of your child’s future college expenses? During this webinar, we will review the various investment options to consider when saving for college. This session is offered by ALEC, a financial institution serving the Abbott community.

ARE YOU FINANCIALLY HEALTHY?

(1-hour webinar)

When attending this webinar, you will learn about the four core components of financial health and what makes someone financially healthy. This webinar will share some tips on how to get financially if you find yourself struggling to get there. This session is offered by ALEC, a financial institution serving the Abbott community.

UNDERSTANDING SOCIAL SECURITY & MEDICARE

(1-hour webinar)

Social Security and Medicare represent an important piece of your retirement puzzle but understanding how each program works can be confusing and complex. In this presentation, we will provide a basic overview of what each program entails, answer common questions, explore ways to maximize your retirement benefit and discuss the four parts of the Medicare program. Join us to learn how these two programs fit into your overall retirement plan.

MANAGING YOUR DEBT

(1-hour webinar)

Everyone with even a small amount of debt should learn how to manage it because being in debt can be an overwhelming and stressful situation. Making a plan and starting with small steps can help bring you back to sound financial health and alleviate that stress. In this presentation, you will learn about different concepts and types of debt, understand how to efficiently organize everything you owe, talk through ways to start tackling your debt, and then review different debt solutions and resources available to you. Join us for this presentation to work debt management into your overall financial planning picture.

MAKE THE MOST OF YOUR ABBOTT SRP

(1-hour webinar)

Are you wondering how much money you need for retirement? Can’t figure out how much to save? Join us for a presentation designed to educate you about one of the most effective retirement planning vehicles available today — your Abbott Stock Retirement Plan! In this presentation, we will discuss how your Abbott SRP works and the five key principles to making the most of your plan. Learn about maximizing your contributions, understanding asset allocation, investment options and more!

ESTATE PLANNING FUNDAMENTALS

(1-hour webinar)

Estate Planning is not just for the wealthy. Whether you are single, divorced, have dependents, own property or pets, this presentation is for you! We will cover the basics of estate planning- including wills, trusts, powers of attorney and more. While you can’t prevent the inevitable, you can prepare for it. Don’t miss this opportunity to learn more about how to get your estate plan in order.



Watch a Pre-recorded Session below:

ARE YOU ON TRACK FINANCIALLY?

(30-minute webinar)

If you’re like most people, you’ve often wondered if you are on track financially to meet all your goals. Regularly reviewing your financial wellbeing and progress towards goals is an important step to ensure a successful future. In this presentation, we discuss key financial foundation concepts and strategies to help you reach your goals, how to create an action list of next steps and learn about resources available to help you stay on track.

BUDGETING FOR SUCCESS

(30-minute webinar)

Budgeting does not have to be a burden. In fact, we will show you how budgeting can help you reach your financial goals and make your life easier. In this workshop, we will guide you through a sample household budget. We invite you to follow along with our example or create your own budget using our budget worksheet. If you are ready to create a budget to put yourself on the path to success, then join us for this interactive workshop!

BEGINNING YOUR FINANCIAL JOURNEY

(45-minute webinar)

When it comes to your financial journey, it is essential that you create goals and take action towards achieving them. In this presentation, we will explore common goals such as owning a home, being debt free, managing student loans, increasing your credit score and boosting your retirement savings. Equip yourself with the knowledge to reach your goals as you begin your financial journey.

Make the Most of Your Abbott SRP

(30-minute webinar)

Are you wondering how much money you need for retirement? Can’t figure out how much to save? Join us for a presentation designed to educate you about one of the most effective retirement planning vehicles available today – your Abbott SRP! In this presentation, we will discuss how your employer-sponsored plan works and the five key principles to making the most of your plan. Learn about maximizing your contributions, understanding asset allocation, investment options and more!

INVESTING FUNDAMENTALS

(30-minute webinar)

The world of investing seems to be riddled with complex terms and concepts. With so many investment options available, how do you know where to start? In this workshop, we will cover the basics of investing by learning about the three main asset classes, funds and diversification! We will also provide you with some helpful resources available to you through Abbott Laboratories to get started!

UNDERSTANDING THE ROTH 401(K)

(30-minute webinar)

Should you save in your pre-tax account or Roth account? That is the question. Although there is no right answer, there are some important considerations to consider prior to making the decision of whether to pay taxes today or in retirement. In this workshop, we will cover the key differences among all contribution types, point out some resources you can use when deciding, and provide some examples of people who may benefit from the potential advantages of a Roth 401(k) account.

UNDERSTANDING SOCIAL SECURITY & MEDICARE

(45-minute webinar)

Social Security and Medicare represent an important piece of your retirement puzzle but understanding how each program works can be confusing and complex. In this workshop, we will provide a basic overview of what each program entails, answer common questions, explore ways to maximize your retirement benefit and discuss the four parts of the Medicare program. Join us to learn how these two programs fit into your overall retirement plan.

ESTATE PLANNING FUNDAMENTALS

(30-minute webinar)

Estate Planning is not just for the wealthy. Whether you are single, divorced, have dependents, own property or pets, this presentation is for you! We will cover the basics of estate planning – including wills, trusts, powers of attorney and more. While you can’t prevent the inevitable, you can prepare for it. Don’t miss this opportunity to learn more about how to get your estate plan in order.