Skip to main content

Summer is right around the corner … which means it’s almost time for the OneOp Personal Finance Virtual Learning Event! This year’s VLE is one you absolutely don’t want to miss. Join the Personal Finance team and our panel of expert speakers from June 6-8 to dive deep into the world of retirement planning. Visit the links below to register and see details:

    • Tuesday, June 6, 11:00 a.m. – 12:30 p.m. Eastern
      Data Knows Best: What Research Says About Your Client’s Retirement Planning
      Kim Blanton, author of the retirement blog Squared Away will present the sobering statistics about retirement planning.
    • Wednesday, June 7, 11:00 a.m. – 12:30 pm Eastern
      The New Retirementality
      Author of the book of the same name, Mitch Anthony, will talk about the new way folks are viewing and planning for retirement.
    • Thursday, June 8, 11:00 a.m. – 12:30 p.m. Eastern
      Catch-Up Retirement Saving Strategies
      Dr. Barbara O’Neill will take on the task of finding ways savers can make up for lost time and save the money they’ll need in retirement.In the interim, be sure to join us for our May learning opportunities, many of which offer free CE credit (including the podcasts!). For a full listing of all upcoming programming, click here.

Click graphic to enlarge.