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Advisor Connection

On-demand seminars

Financial education at your fingertips

Having a good grasp on your personal finances and retirement preparation can offer you a sense of security and help set you up for a secure future.

Explore a variety of on-demand seminars, paired with convenient downloadable workbooks, on several financial wellness topics from personal finance to retirement preparation and so much more.

Explore our seminars

Personal Finance

Learn personal finance strategies to help overcome barriers, reduce debt and take action on savings goals. 

  • Audience: all ages

Documents

Personal Finance workbook (pdf, 09/06/2023)

Social Security & Medicare

Learn about this important income source and essential information about Medicare to help you plan for health care needs in retirement. 

  • Audience: individuals nearing retirement

Documents

Social Security & Medicare workbook (pdf, 12/09/2022)

Retirement Income 

Learn strategies to help you fund your retirement from multiple income sources and how to track successfully toward retirement.

  • Audience: individuals nearing retirement

Retirement Saving

Learn steps to help you save for your retirement — from your 20s into your 60s — and stay on track.

  • Audience: all ages

College Education Strategies

Discover fundamental strategies to help you financially prepare for higher education.

  • Audience: all ages

Documents

College Education Strategies workbook (pdf, 09/28/2023)

Estate Planning Basics

Understand how to help create a foundation for estate planning, including will preparation, naming beneficiaries and other important concepts.

  • Audience: For all ages

Investment Fundamentals

Gain valuable investment information that can build the foundation for your current and future investments.

  • Audience: For all ages

Documents

Investment Fundamentals workbook (pdf, 09/19/2023)

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Talk with a financial professional

A financial professional can be a long-term resource to provide expertise and create strategies to help you and your family achieve your financial goals. Set up a one-time, no obligation complimentary conversation with a financial professional.

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Advisor Connection services are not part of your group contract with Securian Financial and may be discontinued at any time.

DOFU 12-2023

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