Join A Financial Workshop

Join Merrill, a Bank of America Company, for an upcoming webinar.

These events will cover a wide variety of topics, providing you with the information and resources to help manage your financial life. We'll continue to update this series throughout the year, so bookmark the link and continue to check back
periodically. Click here to get started

Date

Time

Topic

Overview

9/11/2020

12:00pm - 1:00pm

Webinar:  Planning for the retirement you want

Saving enough money for retirement and maintaining a comfortable standard of living is a common concern. With a little planning and an appropriate mix of investments, you can develop a retirement plan to pursue your life priorities.

9/22/2020

12:00pm - 1:00pm

Webinar:  Financial Wellness for changing times

Your financial priorities depend on where you are in life. In changing times you may want to assess where you are today, prioritize your goals and reset your path towards financial wellness. Learn how to balance your needs and goals, create a spending plan, prioritize savings and uncover ways to reduce expenses to stay on track for your future financial goals.

9/23/2020

6:00pm - 7:00pm

Webinar:  Social Security

Whether you are considering its long-term viability or trying to understand the application process, get the knowledge you may need to make the most out of your Social Security benefits.

9/29/2020

3:00pm - 4:00pm

Webinar:  Health care costs in retirement: A closer look at Medicare

Like many people you've worked hard over the years to build your nest egg for a more secure future. But have you taken time to consider the effect that health care costs could have on your savings?

10/1/2020

12:00pm - 1:00pm

Webinar:  Education planning

A college education can be an important step toward a bright future. As you think about funding a child's education in the future, learn about the different ways you can manage and save for the upcoming costs.

10/14/2020

10:00am - 11:00am

Webinar:  Financial Wellness for changing times

Your financial priorities depend on where you are in life. In changing times you may want to assess where you are today, prioritize your goals and reset your path towards financial wellness. Learn how to balance your needs and goals, create a spending plan, prioritize savings and uncover ways to reduce expenses to stay on track for your future financial goals.

10/15/2020

7:00pm - 8:00pm

Webinar:  Planning for the retirement you want

Saving enough money for retirement and maintaining a comfortable standard of living is a common concern. With a little planning and an appropriate mix of investments, you can develop a retirement plan to pursue your life priorities.

10/28/2020

1:00pm - 2:00pm

Webinar:  Planning for the unexpected

You can't predict all of life's unexpected events, but you can prepare financially. Knowing your financial risks and putting a plan in place can help offset potential curveballs that may be thrown your way.

10/29/2020

12:00pm - 1:00pm

Webinar:  Cyber Security Awareness

Cyber crime and fraud against individuals and businesses have become a common daily headline. The risks to your digital identity, personal information and financial accounts are increasing, but there are ways you can protect yourself. Join this seminar to learn more about how Bank of America protects our customers and best practices for staying ahead of cyber threats in a digital world.

11/3/2020

3:00pm - 4:00pm

Webinar:  Health care costs in retirement: A closer look at Medicare

Like many people you've worked hard over the years to build your nest egg for a more secure future. But have you taken time to consider the effect that health care costs could have on your savings?

11/12/2020

12:00pm - 1:00pm

Webcast:  Journey of Caregiving

Caregiving is an important life-state, but too often this conversation is neglected. This workshop will cover how caregiving can affect you and the people you love and potential impacts to your finances. However, there are things you can do to help mitigate some of these impacts by planning ahead and having the conversation with your family today.

11/17/2020

6:00pm - 7:00pm

Webinar:  Financial tips for your 20s and 30s

When it comes to your financial wellness, you may have questions about your day-to-day expenses, renting vs. buying a home, student loans and other debt, preparing for the future and balancing all of that while having some fun along the way. Join this seminar to learn how to set financial goals and put a plan in place to work toward them

11/24/2020

4:00pm - 5:00pm

Webinar:  Financial tips for your 30s and 40s

Strategies to help manage some of the most common life priorities, including home, family (children and caregiving) and retirement.

12/4/2020

12:00pm - 1:00pm

Webinar:  Financial tips for your 50s and 60s

Your financial needs may change as you approach retirement. Learn some strategies on how to adjust and manage your finances to help you prepare for life and your financial needs in retirement.

12/10/2020

11:00am - 12:00pm

Webinar:  Education planning

A college education can be an important step toward a bright future. As you think about funding a child's education in the future, learn about the different ways you can manage and save for the upcoming costs.

12/16/2020

3:00pm - 4:00pm

Webinar:  Teaching kids about money

Join this seminar to learn some ideas, activities and resources to help you engage with your children about money matters. Learning how to manage their money can help your children develop lifelong skills for pursuing their goals and being financially responsible.

12/22/2020

6:00pm - 7:00pm

Webinar:  Investing basics

You don't have to be a financial expert to invest for the future. However, you do need basic knowledge of the investing world to help make informed decisions. So whether you plan to invest on your own or with the help of a financial specialist this seminar will give you a basic introduction to the world of investing.

12/29/2020

3:00pm - 4:00pm

Webinar:  Planning for the retirement you want

Saving enough money for retirement and maintaining a comfortable standard of living is a common concern. With a little planning and an appropriate mix of investments, you can develop a retirement plan to pursue your life priorities.