Stanford Benefits is partnering with the MoneyAdvice@Work® team at Francis Investment Counsel to provide a series of live, virtual courses.
Whether you are just starting out, hitting your stride, or preparing for life after work, this series will help you set priorities and achieve your financial goals.
Francis Investment Counsel is solely responsible for all content delivered.

Upcoming Webinars

Check back soon!

Previously Recorded Webinars

Raising Financially Savvy Kids
Recorded on July 20, 2022

Join us to learn how to teach your kids money lessons that last a lifetime.

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All About Medicare
Recorded on May 18, 2022

Securing adequate health insurance is a critical pre-retirement task. Join us to learn all about traditional Medicare and Advantage programs.

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Building Financial Confidence for Those New to the USA
Recorded on March 2, 2022

Whether you’ve just recently set foot on American soil or you’ve been here for a number of years and are still confused by the financial systems in the U.S., this is the webinar for you. Join to get answers to the most common questions on banking, retirement accounts, Social Security, money transfers and more to leave you feeling more confident about making a financial plan that meets your goals.

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Top Tax Saving Tips
Recorded on January 19, 2022

With all the tax law changes lately, it’s hard to keep them all straight. Join us to get some bright tax tips for you and your investments.

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Start Small, Retire Big
Recorded on November 10, 2021

Investing well for retirement can make a big difference in what’s waiting for you on the big day. Join us to learn important investment tips to start small and retire big.

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Budgeting That Doesn’t Hurt
Recorded on September 22, 2021

Does the word “budget” have about as much appeal to you as the word “diet?” Well, it doesn’t have to be that way. Attend this class to learn real-life, practical approaches to setting up a spending plan that doesn’t focus on what you must give up or sacrifice. You’ll learn painless tips that you and your family can stick to for life.

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Retirement Pre-Launch Checklist
Recorded on August 25, 2021

Retirement is a time of change and new beginnings for you and your money. But change can be daunting. Join us to explore a comprehensive pre-launch checklist to make sure you are ready for your new beginning: life after work.

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Retirement Pre-Launch Checklist

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Lista de Verificación de Preparación para la Jubilación

Money Tips to Your Younger You
Recorded on July 29, 2021

Have you ever considered situations where we all have been caught in the moment by fashion, culture, or other popular fads that we now regret? This course reminds us of the temptation of getting caught in the moment and making unwise savings, spending, and investment decisions.  Instead, learn valuable “if I knew then what I know now” money tips.

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How to Turn Your Retirement Account Into Income
Recorded on June 23, 2021

You’ve spent your career building savings for retirement. Now, it’s time to create a plan for turning those savings into an income that will last a lifetime. Join us to learn strategies for converting your savings into retirement income and to better understand your distribution options.

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Grow Your Green
Recorded on May 25, 2021

This class focuses on the most fundamental and crucial elements of a workplace retirement plan. We’ll answer questions like “How do I make wise investment decisions?”, “Should I save with Roth tax treatment?”, “How much do I need to save?”, and “What do I do when the market declines?” Attend this class to get your retirement plan green growing!

English
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Understanding Social Security Benefits
Recorded on April 27, 2021

Between the confusion of what benefits you’re entitled to and when, and the future of Social Security, there are many opinions and questions out there. This course will help you understand the basics of Social Security and plan for your future by detailing what benefits to expect in retirement.

English
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Handouts
Social Security and Military Service
Social Security Understanding the Benefits
What You Need to Know About Retirement and Survivor Benefits
When to Start Receiving Retirement Benefits

MoneyAdvice@Work® is offered through Francis Investment Counsel, a Registered Investment Adviser with the SEC.