Education Planning and Funding Features and Benefits of 529 Plans
Virtual Event
For Retirement Plan Participants Learn the costs of college, how financial aid works and how a 529 plan can help make it more affordable.
Loading view.
Boston, MA
Social Security Educational Webinar
Virtual Event
For Retirement Plan Participants Participants will learn about social security benefits including the timing on eligibility, what will affect the benefits, among other social security topics.
Economic Update
Virtual Event
For Retirement Plan Participants In this session, participants will learn about the current economic landscape and outlook for 2025, as well as hear about key drivers and trends taking place in the markets.
Market Volatility
Virtual Event
For Retirement Plan Participants Market volatility can be unnerving. In this meeting we will review both recent and historical instances of market volatility and how participants can minimize its impact on their retirement savings.
Enrolling in Your Retirement Plan
Virtual Event
For Retirement Plan Participants Learning about the enrollment process of your 401(k) Plan and the next steps you need to take in order to get started is what we will explore with you during this webinar!
Social Security Educational Webinar
Virtual Event
For Retirement Plan Participants Participants will learn about social security benefits including the timing on eligibility, what will affect the benefits, among other social security topics.
Roth vs Pre-Tax Educational Webinar
Virtual Event
For Retirement Plan Participants In this presentation you will get an in-depth look into what it means to have both Pre-Tax and Roth options in your retirement plan. We will compare the features of each option and present you with the information you need to consider as you decide which option may be right for […]
Market & Economic Outlook with J.P. Morgan Q1 2026
You're invited to join us to hear insights on today's most critical economic and investing topics from Pete Isberg, Executive Director, J.P. Morgan hosted by HUB Retirement & Wealth Management. Using the most recent edition of J.P. Morgan Asset Management's Guide to the Markets, Pete will share thoughts on the current economic landscape and outlook […]
The Real Costs of Retiree Health Care
For clients who are near or in retirement, health care costs are a common concern. That’s not surprising given the numbers they see in headlines implying every retiree needs a prohibitively large lump sum just for their health care expenses. Fortunately, T. Rowe Price’s proprietary research shows that the reality of paying for health care […]
Market Volatility
Virtual Event
For Retirement Plan Participants Market volatility can be unnerving. In this meeting we will review both recent and historical instances of market volatility and how participants can minimize its impact on their retirement savings.
Navigating Medicare: Financial Planning for your Health & Wealth
Medicare decisions are more than just healthcare choices—they're strategic financial decisions that impact your retirement income, tax planning and long-term wealth preservation. Whether you're years away from Medicare eligibility or approaching enrollment, understanding how Medicare integrates into your comprehensive financial and estate plan is essential for protecting your assets and ensuring a secure retirement. In […]
Retirement Planning: Early Career Educational Webinar
Virtual Event
For Retirement Plan Participants Get off to a strong start financially as you begin your career. Although retirement is decades away, the decisions you make now are critical to putting you on the right path to enjoy a comfortable retirement. We’ll cover savings and compounding strategies, how to choose investments, explain how target date funds […]