The following presentations are delivered by the Pension Boards or by Fidelity specifically for PBUCC Members. Please add the dates below to your calendar and look for email invites prior to each scheduled event.
Pension Boards
LSS Financial Choice
Fidelity
Upcoming Events in 2026
Date
Topic
Thursday, January 29 3 p.m. ET
Investment Watch During this presentation, the PBUCC Investments Team will review 2025 year-end performance of the PBUCC Lifetime Retirement Income Plan investment funds, provide a market outlook, review annuity increases for the Basic and Participating Annuity effective in 2026, and more.
Wednesday, February 25 2 p.m. ET
Practical Steps to Achieve Student Loan Forgiveness Whether you are planning to retire soon or are in the middle of your career, clergy or lay, this seminar (intended for Members age 45 +) is designed to help you with your transition to retirement. Topics discussed include:
Assessing if you are track for retirement
Planning for Social Security
Considerations around starting your PBUCC Lifetime Retirement Income Benefits
Estate planning considerations, and more.
Tuesday-Wednesday, March 17-18 3-5 p.m. ET
Planning for the Transition to Retirement Whether you are planning to retire soon or are in the middle of your career, clergy or lay, this seminar is designed to help you transition to retirement.
Wednesday, March 25 2 p.m. ET
Social Security Basics Social Security is one of the most important retirement income sources for millions of individuals. This presentation covers the various aspects of Social Security, such as how Social Security works, Social Security Retirement Benefits, Survivor Benefits, and Disability Benefits. We’ll also discuss how and when it might make sense to collect Social Security benefits.
Wednesday, April 29 2 p.m. ET
Get a Financial Health Checkup Just like with our physical health, building financial health requires steps that we take daily, monthly, and annually.
During this presentation, you will learn strategies how to:
Assess your financial health on an annual basis with a financial health checkup.
Determine your “fin-metrics” that indicate financial health so you can set monthly goals to improve your stats.
Identify daily habits to practice that will help you build resiliency and achieve financial wellness.
Wednesday, May 27 2 p.m. ET
Basics of Investing Investing is a critical step for building retirement income, achieving financial goals, and building wealth. Join us for this presentation where we will:
Review the basics of investing and how it's different from saving
Understand asset allocation and diversification
Identify your ideal investment approach.
Wednesday, July 1 2 p.m. ET
Mid-Career This presentation is designed for PBUCC members ages 30-50 and will address some of the more common financial planning concerns and goals shared by those in their mid-career stage. Topics include saving and paying for college, saving and investing for retirement, balancing competing goals and priorities, and insurance considerations.
Tuesday, July 28 3 p.m. ET
Investment Watch Join the Pension Boards' Investments Team for an update on current market conditions and fund performance. They will provide updates on the market, fund performance, sustainable investing, and more.
Wednesday, July 29 2 p.m. ET
Fraud Prevention You may not able to avoid 100% of financial fraud but there steps you can take to minimize your harm if you have been a casualty of fraud. Join us for this presentation where you will learn:
The different ways your information can be compromised
Tips for being safe online and protecting access to your information
How to access free, effective resources
Wednesday, August 26 2 p.m. ET
Money and Minimalism Transition from a life of conspicuous consumption, debilitating debt and over-scheduled calendars. During this presentation, we will:
Explore what living a minimalist life might look like for you
Declutter your finances
Combat external messages about success that may be holding you back from living the life you want to live
Wednesday, September 2 12 p.m. ET
Planning for the Transition to Retirement Whether you are planning to retire soon or are in the middle of your career, clergy or lay, this seminar is designed to help you transition to retirement.
Wednesday, September 23 2 p.m. ET
CyberWellness® - Preventing Fraud & Identity Theft Join us for a presentation on CyberWellness - Preventing Fraud and Identity Theft where we will:
Discover the forces shaping cybersecurity and fraud
Identify ways to protect against fraud and scams
Learn actionable steps to protect your accounts and identity.
Wednesday, October 28 2 p.m. ET
Happier Holidays: Brain Tricks for More Joy, Less Stress During the winter holidays, society pressures us to spend heavily. Many people find that their spending does not create happiness, but stress and debt instead. Learn about:
Stress reducing techniques.
Planning ahead to take control.
Three core principles of personal finance that will help you get more fulfillment out of your holidays.
Tuesday-Wednesday, November 17-18 3-5 p.m. ET
Planning for the Transition to Retirement Whether you are planning to retire soon or are in the middle of your career, clergy or lay, this seminar is designed to help you transition to retirement.
Tuesday, November 24 2 p.m. ET
Your College Savings Options During this presentation, learn how to start saving for a child’s college education.
Previous Financial Wellness Group Learning Recordings
Please click the links below to tune into previously-recorded webinars.
This mini-workshop provides tips to help you prepare for financial emergencies.
Create a Budget
Get help building your budget in this mini-workshop.
Five Money Musts
Designed for young professionals, this workshop will provide an overview of five core money concepts: budget, credit, debt, investing, and retirement.
Get a Handle on Your Current Student Loan Debt
This workshop will help you find a better way to pay off your student loan debt by introducing you to a number of different repayment approaches.
Identify and Prioritize Your Savings Goals
This workshop will help you start to think about the savings goals that are important to you and understand how you can achieve them.
Invest Confidently for Your Future
This workshop will help you look at your investments and understand how to build a long-term investment plan.
Learn the Basics of When and How to Claim Social Security
If Social Security is expected to be your primary source of income in retirement, learn when and how to claim your benefit.
Managing My Money: Budget, Emergency Savings, Debt, and Retirement Basics
This workshop will provide manageable strategies, tools, and tips that can help you take control of your spending, saving, and debt.
Manage Unexpected Events and Expenses
This workshop will help you learn how to take control of your budget and understand your financial options after an unforeseen event.
Maximize Social Security in Your Retirement Strategy
This workshop will help you understand different Social Security claiming strategies and take the next step to create your retirement income plan.
Navigating Market Volatility
This workshop will review what is happening in the markets and why – and help answer questions such as, “should I move my investments to cash right now?” and, “if I don’t yet have a plan for situations like this, where do I start?”
Organize, Plan, & Own Your Future
Designed for women, this workshop will show you how to organize your investments and build a plan to meet your financial goals.
Prepare for the Reality of Health Care in Retirement
This workshop will help you to understand the costs of health care in retirement, and how you can prepare for them.
Retirement Income Planning for Her
Designed for women, this workshop will help you learn about your retirement savings and how to plan for future income.
Take Control of Your Debt
Get help making a plan to manage and pay down your debt in this mini-workshop. PUBLIC LINK
