Help your employees achieve better financial wellbeing with our Getting Better with Gallagher Financial Wellbeing participant education webinars. Each month, Gallagher's Retirement Plan Consultants provide an overview of a financial wellbeing aspect and actionable steps participants can follow to meet their goals.

Register for 2024 financial wellbeing webinars

Help your employees start 2024 on the right track with education and insights on these timely topics. Check back often for new additions. Past webinars are available on demand.

Basic Budgeting & Money Management

Wednesday, January 17, 2pm CT

Retirement Account Basics: Your Employer Plan & Beyond

Wednesday, February 21, 2pm CT

Executive Benefits: leveraging your workplace benefits, life & disability insurance

Thursday, February 29, 2pm CT

Getting Better with Gallagher Financial Wellbeing: 2024 monthly webinars

Join Gallagher Retirement Plan Consultants to get a little better with your finances each month.
January 17 Basic Budgeting & Money Management
February 21 Retirement Account Basics: Your Employer Plan & Beyond
February 29 Executive Benefits: Leveraging Your Workplace Benefits, Life & Disability Insurance
March 20 Prioritizing Your Debt Goals: What Debt to Pay Off First
April 17 Navigating the Financial Impact of Life Events: Home Purchases
May 15 Navigating the Financial Impact of Life Events: The Financial Journey of Parenthood
June 12 Navigating the Financial Impact of Life Events: Whole Family Financial Plan
July 17 When Do I Need a Professional Financial Planner & Estate Plan
August 21 Preparing to Retire
September 18 Your Employer Benefits & You (Open Enrollment Discussion)
September 26 High-Net-Worth Employees: Navigating & Maximizing Benefits
October 16 The Election & Its Impact on Your Wallet
November 20 Investing 101
December 18 Your Financial Review for the Year

View a printable PDF with all 2024 webinars to share with your employees.


Take a look at our most popular modules from 2023:

Cyber Security & Protecting Your Financial Data

How to protect your assets with cyber security.

Duration: 38 mins

Navigating Market Volatility

Strategies for navigating market uncertainty.

Duration: 33 mins

Prioritizing Your Savings Goals

Understanding your financial goals and how to prioritize them effectively.

Duration: 28 mins

More financial wellbeing resources to share with your workforce

Download these PDFs on financial wellbeing topics to distribute to your employees.

Tips for Navigating Market Volatility


Tips for Managing Your Cyber Security


Financial Wellbeing Assessment Checklist


Approaching Retirement Evaluation Checklist


Disclosure Statement

Gallagher Fiduciary Advisors, LLC ("GFA") is an SEC Registered Investment Advisor that provides retirement, investment advisory, discretionary/named and independent fiduciary services. GFA is a limited liability company with Gallagher Benefit Services, Inc. as its single member. GFA may pay referral fees or other remuneration to employees of AJG or its affiliates or to independent contractors; such payments do not change our fee. Neither Arthur J. Gallagher & Co., GFA, their affiliates nor representatives provide accounting, legal or tax advice.

Securities may be offered through Triad Advisors, LLC ("Triad") member FINRA/SIPC. Triad is separately owned and other entities and/or marketing names, products or services referenced here are independent of Triad. Neither Triad, nor their affiliates nor representatives provide accounting, legal or tax advice. Review the Triad Form CRS.


For more information about our investment advisory services or to request the most current version of this relationship summary, please review our Client Relationship Summary or call our office at (212) 918-9685.