Thursday, January 15, 2026* – New Year, New Limits: Optimize Your Finances for 2026
Thursday, April 16, 2026* – Navigating Your 401(k) Rollover Options
Thursday, May 19, 2026* – Retirement Readiness (In-Person Event at 5 pm)
Tuesday, August 25, 2026* – Financial Questions You’re Afraid to Ask
Tuesday, October 13, 2026* – Retirement Readiness (In-Person Event at 5 pm)
Tuesday, December 1, 2026* – Rollover Planning
Registration Links Coming Soon! *Webinar taking place at noon CST.
Scroll down or visit our video page to watch replays from previous sessions.
Looking to maximize your IRA, HSA, and 401(k) in 2026? This on-demand financial planning webinar breaks down updated contribution limits and shows you how to use them strategically to strengthen your long-term financial plan. In this session, Paige Altmann, WMS™, Financial Coach at Emerj360, shared practical guidance on retirement planning, tax-smart savings strategies, and building financial confidence in the new year.
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.