January 14, 2025* – New Year, New Limits: Optimize Your Finances for 2025
April 24, 2025* – Navigating Your 401(k) Rollover Options
May 22, 2025* – Retirement Readiness: Review, Plan and Optimize
August 26, 2025* – Financial Questions You’re Afraid to Ask
October 14, 2025 – Retirement Readiness In-Person Event
December 2, 2025* – Rollover Planning
Scroll down or visit our video page to watch a previous webinar recording.
*All webinars will take place at noon
More than $1.3 trillion sits in forgotten 401(k)s. If you’ve changed jobs and left an account behind, it’s time to take a closer look. Should you leave it, roll it into a new plan, or move it to an IRA? In this virtual session, Brett Sebion and Paige Altmann, WMS™, Financial Coaches at Emerj360 discussed what you need to know about the following:
We don’t want you to lose your hard-earned 401(k) funds! During Rollover Days, the Emerj360 team dedicated several days to meeting with individuals to discuss rollover options and ensure they’re making the most of their 401(k) funds.
Have you had financial questions you’ve been waiting to ask? Heather Jordan provided the opportunity for individuals to join her at a local coffee shop for insights and answers to their financial questions during her coffee social event.
The Emerj360 team shares valuable insights on retirement planning at their Retirement Readiness Seminars. Stay tuned for more retirement readiness events!
Browse our archive of past events for replays of webinars on important financial topics, including retirement, saving, investing, and more.
From hosting educational events to supporting local initiatives, we value every opportunity to connect and give back. Trust Point and Emerj360 are proud sponsors of local causes and events that make a difference in our communities.