Insight, Your Financial Learning Resource
Your LAGERS benefit is an important piece of planning for a secure financial future. But how do you prepare for the money decisions that happen outside of it?
That’s why Missouri LAGERS is excited to introduce Insight, a new financial literacy series offering live webinars designed to help you make informed financial decisions with greater clarity and confidence.
Through a partnership with Financial Knowledge, this new series, led by CERTIFIED FINANCIAL PLANNER® professionals, provide practical, conflict-free financial education on topics including retirement planning, investing, estate planning, taxes, budgeting, and more, with time for your questions during each session.
Whether you’re focused on planning for long-term care, navigating a major life transition, or simply looking to make more informed money decisions, these webinars are designed to help you take the next step.
Upcoming Webinars
All webinars are live and free to attend.
Tax Planning Strategies
Nov. 10 at 10 a.m.
Unlock the full potential of tax reduction strategies in this course. Dive deep into the array of benefits, including credits and deductions, available for optimizing your tax planning. Explore how tax considerations impact retirement, employee benefits, investments, family planning, and charitable giving, and emerge with the expertise to minimize your tax burden.
Investing Basics
Dec. 8 at noon
Build a strong foundation in investing with this beginner-friendly course! Perfect for those new to investing or seeking a refresher, you’ll explore the core principles of growing your wealth. Discover the power of compound interest, learn to set achievable financial goals, and understand the fundamentals of asset allocation. From stocks and bonds to savings accounts, you’ll gain insights into various investment options. By the end, you’ll be ready to take confident steps toward a brighter financial future.
Estate Planning Essentials
Jan. 6 at 2 p.m.
Navigate the intricate world of estate planning with ease. Explore a simplified three-step process to establish your estate plan, demystify specialized jargon used by financial and legal professionals, and discover the fundamental estate planning documents. Gain clarity on the probate process and estate taxation, laying the foundation for a secure legacy
The Early Career Advantage: Planning for Financial Independence
Jan. 26 at noon
Secure your retirement from the outset of your career. This class equips early-career professionals with essential retirement planning strategies, empowering you to build financial stability and peace of mind for your retirement years. Learn how to set achievable retirement goals, manage debt, and make smart investment decisions. Future you will thank you!
Navigating Student Loan Repayment
Feb. 4 at noon
Student loans require a tailored approach to debt management. This class will help you understand your student loans and learn strategies to effectively manage and repay them within your current financial circumstances. Interactive exercises and discussions will guide you through key approaches and resources for handling student loan debt.
Navigating Long Term Care and Aging
March 11 at 4 p.m.
Discover the essential knowledge you need to make informed decisions about long-term care options for yourself or your loved ones. This comprehensive course provides valuable insights into navigating this crucial aspect of aging with confidence.
Making Confident Estate Choices: Executors, Beneficiaries, and Guardians
April 13 at 10 a.m.
Want to ensure your loved ones are cared for no matter what life brings? Join us for an enlightening journey into estate planning that goes beyond paperwork and documents. Discover the art of making strategic decisions when selecting executors, beneficiaries, and guardians. Gain the knowledge to navigate these critical roles with confidence and ease. Secure peace of mind for you and your family, knowing that your legacy is in capable hands.
Finding the Right Financial Experts
May 20 at noon
Your financial journey is unique, and you deserve top-notch professionals to guide you. In this course, you’ll learn essential skills to handpick financial professionals who align with your goals. Explore the roles of financial advisors, brokers, lawyers, and more. Plus, discover how to safeguard your investments and steer clear of fraud.
Thriving in the Transition to Retirement
June 8 at 4 p.m.
Conquer the art of transitioning into a fulfilling retirement. This class is tailored for those nearing retirement age, providing essential strategies and insights to ensure a secure and satisfying post-work life.
Preparing for Homeownership
June 23 at 10 a.m.
Are you dreaming of a place to call your own? Prepare your finances for the major milestone of homeownership with this insightful course. We’ll cover the essentials, from defining your ideal home to saving and improving your credit. Get ready to make informed decisions and bring your homeownership dreams to life.
