School Notes
Date posted: Mar 24, 2026
April 2026 Essentials Webinar Schedule
What you need to know about Social Security
Tuesday, April 7 @ 12 pm ET
Social Security is an important source of income in retirement for most Americans. It provides disability, survivor and family benefits to many Americans, too. But all these benefits are not automatic, and how and when you claim them can affect how much you get. This webinar covers:
- The basics of Social Security
- How retirement benefits work
- Strategies for claiming retirement benefits
- Spousal, survivor and disability benefits
- A checklist for maximizing your income
Quarterly economic and market update
Wednesday, April 15 @ 12 pm ET
Hear from the experts in our Wealth Chief Investment Office about key drivers of the markets and economy that are impacting investors. We’ll share views on:
- The state of the U.S. economy and key market drivers
- Factors influencing market volatility
- Investing in public markets
Navigating the sandwich generation: Financial strategies for the caregiving squeeze
Wednesday, April 22 @ 11 am ET
Nearly a quarter of U.S. adults are in the "sandwich generation," caring for aging parents while supporting adult children. We’ll explore ways to navigate this challenging time without sacrificing your sanity or your retirement. You'll learn strategies to help you:
- Prioritize your own financial needs and secure your retirement
- Manage the costs of elder care and support adult children
- Create a budget to navigate competing financial responsibilities
- Evolve your plan over time as life changes