2025 Vanguard Virtual Educational Series OPEN for Quarter 4 Sessions

Michelle MachenOur Stories

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Each month, Vanguard offers a free one-hour webinar to help you take control of your financial life. This educational series can help you learn more about top-of-mind retirement topics. All you need is a computer or device with an internet connection to watch and listen to either the live broadcast or a recorded version on demand, which is available for up to 60 days after the live session.

Registration is now available for the next set of sessions in the 2025 Vanguard Virtual Educational Series.

Upcoming Webinars

October: Health Savings Accounts*

With an HSA, you can save money outside of your retirement plan to help cover your medical expenses now and in the future. Find out how an HSA works, the benefits of saving in one, and how it can fit into your financial plan.

Friday, October 3
9 a.m., 12 noon, and 3 p.m., ET

Monday, October 6
2 p.m. (Spanish), 5 p.m., and 8 p.m., ET

This session will explore:

  • The tax benefits of saving in an HSA.
  • How much money you can save in an HSA each year.
  • Your investment options.
  • How you can use the money.
*Health Savings Accounts are only available to employees enrolled in a High Deductible Health Plan (HDHP)
November: Timeline to retirement
Did you know there are 7 retirement milestones between the ages of 55 and 73? Hear more about these key decision points and how they can affect your retirement.

Friday, November 7
9 a.m., 12 noon, and 3 p.m., ET

Monday, November 10
2 p.m. (Spanish), 5 p.m., and 8 p.m., ET

This session will explore:

  • Social Security.
  • Medicare.
  • Required minimum distributions (RMDs) from your retirement plan account.
  • Resources to help you make the right decisions for you.
December: Estate planning: Leaving a legacy
Planning for your loved ones to receive your money after your death can be tricky. But a good estate plan can give you peace of mind. Find out how to get started with yours.

Friday, December 5
9 a.m., 12 noon, and 3 p.m., ET

Monday, December 8
2 p.m. (Spanish), 5 p.m., and 8 p.m., ET

This session will explore:

  • Why a will is important.
  • Reasons to consider a health care directive and power of attorney.
  • Why you may need or want to set up a trust.
  • How to reduce the tax bill for your loved ones.
Register for these webinars or access a digital recording following the sessions (available for 60 days) at virtualeducationseries.events.vanguard.com.
Connect with Vanguard®

Your Vanguard account enables you to monitor your retirement savings, make investment options, and access a variety of educational tools and resources to help you with financial and retirement planning.

Access your account at vanguard.com/retirementplans or call 800-523-1188. To review your investment options, visit your plan’s website:  retirementplans.vanguard.com. You can obtain a free paper copy of the information on the website by calling Vanguard at 800-523-1188 or via TTY text telephone for the deaf or hearing impaired at 800-749-7273.
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Not registered for online access?
Visit vanguard.com/retirementplans and choose Sign up for online access.