Webinar | Confused by retirement planning? You’re not alone.

When:  Mon, Aug 10, 2026 from 04:00 PM to 05:00 PM (PT)
Associated with  CFA Society Orange County

From 401(k)s and Roth options to planning for freelancers, entrepreneurs and those without employer-sponsored plans, today’s retirement landscape can feel overwhelming.

WISE is bringing together retirement experts for a dynamic and highly practical webinar designed to help you better understand your options — and avoid common mistakes that can impact your future.

Featuring retirement experts from State Street Investment Management and WISE, this conversation will cover:

  •  401(k)s, Roth options and maximizing employer-sponsored plans

  •  Retirement planning options for freelancers and entrepreneurs

  •  Common mistakes and misconceptions that can impact long-term savings 

  •  Practical guidance for building retirement security at every stage of life and career

  •  Actionable ideas to help you take greater control of your financial future

This is one of those conversations everyone wishes they had earlier.