Navigate 401K
Resources / Events
Monthly webinar series

Learn with us, one topic at a time.

Beyond one-on-one advisor conversations and MoneyGuide Pro, our monthly webinars cover the topics that shape a financial life — from budgeting and Social Security to health care and legacy. Register for any session below.

Free & open to all
01 | Upcoming schedule

The 2026 webinar calendar.

All sessions run at 3:00 PM CST and are hosted live on Microsoft Teams. Dates and topics are subject to change.

Jul 10 Friday
Recording available 3:00 PM CST
Understanding Children's Savings Accounts

529s, UTMAs, and Trump Accounts — how each works and when to use them.

Aug 14 Friday
Recording available 3:00 PM CST
Understanding Social Security and Medicare

When to claim, how benefits are calculated, and how Medicare fits in.

Sep 11 Friday
Upcoming 3:00 PM CST · With Hamilton Mortgage
Buying a House? What You Need to Know.

A practical walk-through of the mortgage and home-buying process.

Oct 09 Friday
Upcoming 3:00 PM CST
Beyond the 401(k): Disability, Long-Term Care, Life, and Legacy

Planning for the risks and wishes a retirement account alone does not cover.

Nov 13 Friday
Upcoming 3:00 PM CST
Health Care in Retirement

How to plan for health expenses and coverage after you stop working.

Dec 11 Friday
Upcoming 3:00 PM CST
Build a Budget That Actually Works

Simple steps to take control of your spending and saving.

Prefer a conversation over a webinar?

Sit down one-on-one with a Navigate 401K advisor and build a plan around your own numbers with MoneyGuide Pro.