Stanford Benefits is partnering with Francis LLC 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 is solely responsible for all content delivered.
Upcoming Webinars
Stay tuned for future webinars!
Previously Recorded Webinars
All About HSAs: A Great Retirement Savings Account
Recorded on April 23, 2024
You may have always thought of your HSA as a great way to pay for your current medical expenses, and it is. But did you know that the HSA is also a great way to save for retirement? Attend this meeting to learn how the triple tax break and the ability to invest your balance make the HSA one of the best retirement plans out there.
English
Watch the webinar
Presentation slides
Español
Vea el seminario web *Viene Pronto
Diapositivas de la presentación *Viene Pronto
Turning on Retirement Income from your Stanford Retirement Account
Recorded on March 27, 2024
You have spent your working career saving up for retirement. You are now sitting on a balance that you will use to take income in retirement. Attend this class to see how you can turn that balance into an income.
Roth – Zero is the Hero
Recorded on February 20, 2024
Roth accounts aren’t just for the young and those in low tax brackets. Join us to learn why you need to consider this super-powerful way to achieve tax-free retirement income.
Active vs. Index Investing…Which is Better?
Recorded on September 13, 2023
Active investors think index investors are lazy. Index investors think active investors are crazy. But who is right? In 1976, when John Bogle first introduced America to index investing through the Vanguard 500 fund, it was so revolutionary, many termed it “Bogle’s Folly”. How could buying the whole market be better than picking the best stocks? But forty-seven years later, index investing is so common that many consider picking stocks folly. Join us to learn the difference between active and index investing, and which is the best approach for your portfolio.
Take Charge of Your Investments
Recorded on June 20, 2023
You have started saving for retirement and want to invest it for growth. Attend this class to learn not only the basics of investing, but also how to evaluate individual mutual funds for style, fees, and performance using Morningstar’s free online database.
English
Watch the webinar
Presentation slides
Morningstar Report
Evaluating a Mutual Fund
Español
Vea el seminario web
Diapositivas de la presentación
Morningstar Report
Evaluating a Mutual Fund
Tell Your Money Where to Go
Recorded on May 16, 2023
Worker paychecks can be a scarce resource. Learn how to prioritize money goals and stick to a money plan. We’ll cover a basic overview of the financial planning process and you will receive a comprehensive financial planning checklist to track your progress.
How Much Do You Really Need to Retire?
Recorded on May 10, 2023
Every day you get one step closer to life after work. Have you ever wondered if you’ll have enough money at retirement to last as long as you do? Join us to find out. You’ll learn an easy way to calculate how much you’ll really need for retirement and what you need to save to get there.
English
Watch the webinar
Presentation slides
What’s Your Number Worksheet
Español
Vea el seminario web
Diapositivas de la presentación
¿Cuántonecesita para Jubilarse?
You Go Girl! Be Strong and Smart About Your Money
Recorded on April 6, 2023
Women face unique challenges when it comes to financial planning. Attend this webinar to learn about them and gain knowledge and confidence in financial management and investing.
Building Financial Confidence for Global Families
Recorded on March 9, 2023
Whether you’ve just recently set foot on American soil or you’ve been here for years and are still confused by the banks and financial systems in the U.S., this is the webinar for you. Learn about money topics common to immigrants and those with relatives abroad so you can confidently make a plan based on your own financial goals.
Am I Still on Track?
Recorded on February 28, 2023
Your retirement account just endured a down year in the market. Maybe you thought you were on track before your account lost value, but you wonder if you still are. Attend this meeting to learn about the impact of recent market performance on your retirement readiness, and how to best stay on track, or get back on track.
Raising Financially Savvy Kids
Recorded on July 20, 2022
Join us to learn how to teach your kids money lessons that last a lifetime.
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.
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.
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.
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.
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.
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.
English
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Presentation slides
Retirement Pre-Launch Checklist
Español
Vea el seminario web
Diapositivas de la presentación
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.
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.
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!
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
Watch the webinar
Presentation slides
Español
Vea el seminario web
Diapositivas de la presentación
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
Services offered through Francis LLC, a Registered Investment Adviser with the SEC.
