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Webinars & Videos

Image for Paid Leave Oregon Q&A Session: August 2023
September 1, 2023
Employee Benefits

Paid Leave Oregon Q&A Session: August 2023

A panel of leave experts reviewed Paid Leave Oregon updates and addressed questions from viewers in August 2023.
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August 22, 2023
Personal Insurance

Navigating a Hard Market

We’re all currently experiencing one of the hardest personal insurance markets that we’ve ever seen. Watch this short video to learn why it’s happening and…
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Image for TPG Commentary: Our Brains and Markets: How Confirmation Bias Can Hurt Investment Results
July 12, 2023
Wealth Management

TPG Commentary: Our Brains and Markets: How Confirmation Bias Can Hurt Investment Results

Behavioral finance is one of the fast-growing fields in our industry. TPG’s John Woolley and Stuart Robertson examine one of the more important topics as…
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Image for 401(k) Plan Loans
July 11, 2023
Retirement

401(k) Plan Loans

Thinking about taking a 401(k) plan loan? Learn about the basics, including the two types of 401(k) loans, interest rate information, repayment terms, maximum loan amounts,…
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June 26, 2023
Retirement

Compounding Growth

Compounding growth is a powerful investing concept that involves interest earning interest on itself. Watch the video to learn how it works and how it…
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June 22, 2023
Retirement

How Much To Save In Your 401(k)

Have a look at these tips before setting up your 401(k) account.
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June 2, 2023
Personal Insurance

Rental Car Insurance

When your vehicle is in the shop, your current rental car coverage may not be enough to cover a loaner anymore. Consider these points….
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Image for 401(k) Investment Basics
April 26, 2023
Retirement

401(k) Investment Basics

Review some key concepts and points to consider for your 401(k) portfolio.
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Image for TPG Commentary: All Things Roth
April 18, 2023
Wealth Management

TPG Commentary: All Things Roth

Listen to John Woolley, CEPA , Managing Director of Wealth Management and Chief Investment Officer, and Lauren Reed, CFP®, Director of Wealth Planning, discuss the…
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Image for The Importance of Designating a 401(k) Beneficiary
April 18, 2023
Retirement

The Importance of Designating a 401(k) Beneficiary

Learn why it’s vital that you name and maintain your account beneficiaries.
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