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 2023 financial wellbeing webinars

Help your employees start 2023 on the right track with expert advice and insights on these timely topics. Check back often for new additions. Webinars with dates in the past are available on demand.

Open Enrollment Decisions & Your Medical Expenses

Wednesday, September 20, 2 pm CT

Prioritizing Your Savings Goals

Wednesday, October 18, 2pm CT

Navigating Market Volatility

Wednesday, November 15, 2pm CT

Getting Better with Gallagher Financial Wellbeing: 2023 monthly webinars

Join Gallagher Retirement Plan Consultants to get a little better with your finances each month.
January 18 Basic Budgeting & Money Management
February 15 Retirement Account Basics — Your Employer Plan & Beyond
March 15 6 pm CT: Retirement Income & Social Security
March 22 2 pm CT: Retirement Income & Social Security — RESCHEDULED
April 19 Investing 101 — Understanding the Basics
April 27 Investing 201 — Building and Balancing Your Portfolio
May 17 Minimizing Your Financial Risks with Disability, LTC & More
June 21 Cyber Security & Protecting Your Financial Data
July 19 Debt Management
August 16 Healthcare in Retirement — Medicare & Medigap Plans
September 20 Open Enrollment Decisions & Your Medical Expenses
October 18 Prioritizing your Savings Goals
November 15 Navigating Market Volatility
December 13 2023 Financial Year in Review & Markets Update

View a printable PDF with all 2023 webinars to share with your employees.


Take a look at our most popular webinars from 2022, available on demand:

Retirement Plan Basics

Four steps to a solid retirement plan strategy

Duration: 43 min

Funding Your Retirement Lifestyle

Understanding your retirement income

Duration: 27 min

Investing 101

Investing concepts and strategies for all

Duration: 37 min

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. 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, Arthur J. Gallagher & Co., GFA, their affiliates nor representatives provide accounting, legal or tax advice. Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission.


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.