Financial education – webinar replays

Social Security: 3 mistakes to avoid and your 2025 outlook

Deciding when—and how—to claim Social Security may be one of the most important financial decisions you can make. In this webinar, we arm you with information to make this process easier and help you maximize your benefit.

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Webinars are held the third Wednesday of every month at 1 p.m. CT.  Join live and chat with Principal representatives to get answers to your specific questions.

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Catch up anytime with our library of replays. In less than 30 minutes, you can take a deeper dive into a financial topic that matters to you.

Saving for retirement

5 ways you can save for retirement today
There are many ways to enjoy your time in retirement, and many saving options to help you get there—from a 401(k) and IRA, to an HSA and an annuity. Learn the benefits of each and which options may be right for you.

Banking basics
When developing a financial strategy for retirement, using a bank and its products can sometimes be overlooked. In the January webinar, discover how banking can fit into your financial strategy for retirement.

Maximizing your retirement savings
With the many different types of retirement savings plans out there, it can be overwhelming to know where to start. Understanding some simple steps you can take to maximize your retirement savings—whether it be through a 401(k), IRA, annuity, or health savings account—can help you determine the options best suited for your financial situation. You deserve to feel secure in retirement.

Saving for your future: 401(k)s and beyond
No matter what your age or stage of life, it’s not too late to start saving. While 401(k)s are the most common way to save for retirement, there are additional ways to help provide financial security for your future. Watch to discover additional ways to save beyond the traditional employer-sponsored plan, and how to maximize your savings strategy depending on your stage of life.

Retirement savings moves for your 30s, 40s, and 50s
We all want to watch our savings grow. This webinar talks through retirement savings moves to consider during difficult life stages. Watch for ideas that can help you reach your goals.

Roth vs pre-tax contributions
If you're like many people, you may have heard about Roth contributions but might not really know what they are or why you may use them to help you save for retirement. Learn more about what you should consider as you choose the option that's best for you.

Managing daily finances

Keep your credit on track: Tips, myths, and to-dos
Managing credit and debt wisely can make a big difference in your financial health. In this webinar, you’ll learn tips for building and rebuilding your credit, common credit score myths, and simple strategies that can help you pay down debt.

Your mid-year financial wellness checkup
Since we’re about halfway through the year, now is a great time to check in on your finances. Review a five-step checklist designed to help you track your financial goals.

Teaching kids smart money moves and saving habits
Talking to kids about money doesn’t have to be complicated. Learn how you can navigate these conversations with your children and make them a normal part of your daily lives. Supporting your child and helping them take steps toward financial success can be so rewarding

Navigating raising children and caring for aging parents
No matter what life stage you’re in—whether you’re preparing for a baby, raising children, or caring for your aging parents—there are many financial resources at your disposal that can help alleviate stress and financial burdens along the way.

Budgeting basics—discover ways you can budget better
As you begin your financial wellness journey, creating and sticking to a budget can be a great first step in practicing basic money management habits. Budgeting can also be a good way to help you achieve your short- and long-term financial goals—from paying off credit card debt, to saving for a down payment on a home.

Understanding and improving credit
Discover smart ways to manage and improve your credit to help you lead a more financially stable life.

Get a game plan: tackle debt and build emergency savings
No matter how much you make or what stage in life you’re in, it’s important to prioritize spending and saving to reach your financial goals. By creating a plan to tackle your debt and build an emergency fund, you can protect yourself from future unplanned expenses. Register to join us for the April webinar and learn how you could be on your way to a more financially secure future.

Reviewing your strategy

Help ensure peace of mind with an estate plan
Creating an estate plan can help you stay a step ahead. Right now, you can help protect your legacy and your loved ones with 10 estate planning tips.

Your mid-year financial wellness checkup
Since we’re about halfway through the year, now is a great time to check in on your finances. Review a five-step checklist designed to help you track your financial goals.

How to keep cool during market volatility
If the market’s ups and downs leave you feeling nervous, you’re not alone. Watch this webinar to discover why market volatility happens and how you can keep your emotions in check when making investment decisions.

Estate planning
While we can’t predict the future, one thing is for certain: if you leave questions unanswered about your wishes for the future, it can make things more difficult for your family. Creating and formalizing an estate plan is one of the best things you can do for yourself and your loved ones.

Investing principles
As you get older, your financial goals may become more substantial. Having the right investing knowledge—like investing early and often and the importance of diversifying —can help your money work for you in the long haul, allowing you to live a more financially secure life.

Nearing retirement

Social Security: 3 mistakes to avoid and your 2025 outlook
Deciding when—and how—to claim Social Security may be one of the most important financial decisions you can make. In this webinar, we arm you with information to make this process easier and help you maximize your benefit.

A deep dive into your Social Security benefits.
Social Security remains a cornerstone for most Americans’ retirement, but understanding the different benefit types can be overwhelming. Watch this webinar for a deeper look into Social Security benefits—so you can feel confident you’re making the right decisions for your future.

3 common questions on planning for health care in retirement
Health care costs are generally one of the largest expenses in retirement. Take the time to understand your options before you retire and be better prepared for the expected costs. You deserve to enjoy your retirement.

Six common questions about Social Security
As you start thinking about your retirement income plan, Social Security can surely be top of mind. However, it can be a complicated process to navigate. After viewing this webinar, you’ll be better prepared to answer six common questions about Social Security so you can feel confident in retirement.

Planning for retirement—or retiring again
You’ve worked for years to help ensure financial security for yourself and your loved ones. Now it’s time to think about retirement— whether it’s the first time you’re retiring or the second. Understanding how to set goals, when to take Social Security, why budgeting is important, and how to protect your legacy will help put you closer to a more secure retirement in the future. 

Planning for retirement health care
Understand your options for health care before you reach retirement and learn how to better help manage the expected costs.

Maximizing your Social Security benefit
The landscape of Social Security is changing. It may be more important than ever to continue to plan for retirement and stay up to date on your potential benefits. Watch to learn the latest on how much you could receive, when to take your benefit, how benefits are taxed, and more so you can make Social Security work best for you.

Looking for a webinar in Spanish?

We've compiled our most popular translated webinars all in one place. See Seminarios web en español below.

Comprender y mejorar el crédito

Aprende cómo administrar y mejorar tu crédito para impulsar tu educación financiera y lograr tus metas financieras.

Seminarios web en español

Comprender y mejorar el crédito
El crédito es una herramienta poderosa que puede ayudarte a desarrollar conocimientos financieros y alcanzar tus metas financieras cuando se utilizan sabiamente. Tener un buen crédito puede darte la oportunidad de alcanzar tus metas a largo plazo y ayudar a construir un mejor futuro financiero.

Maximiza tus ahorros para el retiro
Con tantos tipos de planes de ahorro para el retiro en existencia, puede ser desorientador saber por dónde empezar. Entender algunos de los pasos sencillos que puedes dar para aprovechar al máximo tus ahorros para el retiro (bien sea mediante un plan 401(k), cuenta IRA, renta vitalicia, o cuenta de ahorros para gastos médicos) puede ayudarte a determinar las opciones más convenientes en tu situación financiera. Tú mereces sentir seguridad cuando te retires.

Descubre las maneras de lograr en mejor presupuesto
Ve nuestro seminario web más reciente y descubre cómo puedes ayudar a lograr tus metas financieras a corto y largo plazo al crear y ajustarte a un presupuesto.

Seis preguntas frecuentes sobre el Seguro Social
Mientras estás planificando para el retiro, lo más probable es que el Seguro Social sea una de las primeras cosas que tienes en mente. Sin embargo, puede ser un proceso complicado cuando se acerca el momento del retiro. Ve este seminario web para conocer las respuestas a algunas de las preguntas más frecuentes acerca del Seguro Social para que puedas sentir mayor confianza respecto a tu retiro.

Principios de inversión: Cuatro conceptos clave
Con el pasar del tiempo, tus metas financieras pueden llegar a tener mayor importancia, por ejemplo, planificar para el depósito de una casa o pensar en la cantidad necesaria para retirarte cómodamente. Invertir sirve con las metas financieras a largo plazo y nunca es demasiado pronto ni demasiado tarde para comenzar. Conocer cómo invertir puede ayudar a que tu dinero te rinda más a la larga, para permitirte levar una vida con mayor seguridad financiera.

Guía de supervivencia ante la volatilidad del mercado y la inflación 
Si tus finanzas te inquietan dada la combinación de inflación y volatilidad del mercado, no eres solo tú. Quédate viendo nuestro video y aprende por qué hay inflación y cómo puedes manejar mejor sus efectos. También hablaremos de la volatilidad del mercado y compartiremos algunos consejos prácticos sobre cómo la diversificación de tus activos puede ser útil con tu portafolio sin tener que renunciar al crecimiento potencial.