Find Your Number:
How to Stay on Track and Grow Your Nest Egg

Find your number and take control of your financial future in Quarter 3 by learning how to measure your progress, grow your savings, and protect what you’ve built. This quarter focuses on understanding whether you’re saving enough, harnessing the power of compounding, and ensuring your retirement assets are aligned with your long-term wishes. You’ll gain clarity around your goals, build stronger habits, and create a plan that supports both your lifetime needs and your legacy.

Topics Covered:

• Are You Saving Enough? — Measuring Your Retirement Readiness
Learn how to assess your progress using simple calculators, benchmarks, and savings guidelines. Discover how to evaluate your plan at any age, whether or not your employer offers a match. Build confidence through consistent saving and regular check-ins that keep you moving forward.

• Start Saving Now — The Power of Compounding Interest
See how early and consistent contributions can multiply your retirement savings over time. Learn why even small deposits in your 20s and 30s can grow into substantial wealth. Explore strategies like automating contributions, increasing savings with raises, and protecting your balance when changing jobs.

• Estate & Legacy Planning — Protecting Your Number
Understand how beneficiary designations on retirement accounts determine where your savings go—often more than your will. Learn why keeping these forms updated is essential to protecting your wishes and ensuring your hard-earned savings continue working for you and your loved ones.

This course is available online anytime, giving you the flexibility to learn at your own pace while building a stronger, more secure financial future.