On the first Friday of each month, Green Retirement hosts a webinar for all plan sponsors and employees on different financial topics. We make those recordings available here.
August 2024 and a look at the role of long-term careinsurance.
Is it possible to direct a 401k match towards yourstudent loans? "Yes!", explains Meet Summer's Michelle Tran, September 2024.
Exciting research on age-proofing your brain. Give it arecharge here in October 2024.
First Friday 401k for November 2024 and how to break out of the rut of "Stinkin' Thinkin'" with Dr. Judith Wright.
2024 year-endtax planningwith CPA Tami Arnold of Sensiba
First Friday welcomes back CPA Tami Arnold withlast-minute tax for the 2024 filings.
For April 2025 and in honor of Earth Day, we invited Nia Impact Funds' CEO Kristin Hull to the show. Kristin describes what an investment manager's role is and her thoughts on impact investing.
In May 2025, we turn our focus to sustainable real estate with Sam and Sarah Adams of Vert Asset Management. What is it and what is apossible role for today's investor?
What makes a successful retirement? For First Friday 401k, June 2025, Industry veteran Jeanne Thompson presents insights drawn from 30 years in the retirement arena. ThinkSHIFT, not hammock on a beach!
First Friday 401k was on hiatus July - September 2025 due to the July 4th holiday, the IFG National Conference August 1, and speaker schedule conflict on September 5.
In honor of October 2025 being CyberSecurity month, Gadellnet's Director of Cybersecurity Chris Young offers his perspective on cybersafety! Here yougo.
November 2025's topic focused on what long-term care insurance is and why it is coming up as a discussion topic more frequently. Please see here.
For December 2025, the discussion was year-end tax planning with Sensiba's CPA Tami Arnold. Perhaps you and your tax preparer may find some useful tipshere?
What might the future of impact investing look like? Can you use your money as a force for good? For January 2026, Stance Capital's Bill Davis shares his viewshere.
Would you like a better memory and improved recall? Matthew Goerke of Great Memories shares his Memory Switch program for the February 2026 episode here.
Financial planners Max Mintz and Michael Amoroso explain the planning process in this March 2026 audio only (technical failure!) episode.
Chief Economist Ted Hirsch of Vanderbilt Securities speaks to the social impact of the Iran war as well as global economic impact in this April 2026 episode here.