Enhance Your Financial Knowledge
Nymeo strives to help all their members achieve financial wellness by providing access to webinars that teach you how to manage your money effectively and achieve your financial goals. Whether you want to pay off debt, save for retirement, or invest wisely, these webinars can help you learn the skills and strategies you need to succeed. Below are upcoming live webinars and on-demand webinars to view at your convenience. Financial wellness webinars are a great way to improve your financial literacy and confidence and take control of your financial future.
Upcoming Financial Wellness Webinars:
June 10th 2:00 - 3:00pm - Homebuyer Hacks
Is purchasing a home on your list of financial goals? Let us help you become educated and empowered to navigate the home buying process with confidence. Wherever you are at in the process, we will provide you with a roadmap of the steps you will take on your journey to becoming a homeowner. Webinar is presented by GreenPath Financial Wellness.
What You Will Learn
- Steps to take in preparation for purchasing a home
- Mortgage basics such as financing options, the loan application process, and closing the loan
- Keys for successful homeownership beyond closing day
Who Should Attend?
- First-time homebuyers
- Anyone who hasn’t purchased a home recently
- Those providing guidance to homebuyers
June 24th 12:00 - 1:00pm - Making Sense of the Economy and the Markets
Most people think the stock market goes up and down with the economy. That may be true over the very long-term, but over shorter periods, they may deviate greatly, which causes confusion for investors.
What exactly is going on with the economy right now and why are stocks acting the way they are? Join our webinar to gain more insight.
July 8th 2:00 - 2:45pm - Smart Planning for K-12 School Costs
A new school year brings excitement—and added expenses. From the first day of elementary school to starting the college conversation, there’s a lot to plan for. Join us for practical tips to help you manage back?to?school costs, prepare for the year ahead, and handle unexpected education expenses with more confidence.
What You Will Learn
- How to financially prepare for the upcoming school year
- Tips for saving and planning for unexpected education-related expenses
- A high-level overview of how to start preparing for college costs
Who Should Attend?
- Parents or caregivers with children attending school
- Anyone looking to better manage or save for school expenses
- Students planning ahead for next year’s education costs
July 22nd 2:00pm - 2:45pm - Planifica mejor los gastos K–12
Un nuevo año escolar trae emoción y también gastos adicionales. Desde el primer día de la escuela primaria hasta la primer platica sobre la universidad, hay mucho que planificar. Acompáñenos a conocer consejos prácticos que le ayudarán a prepararse para el año que viene y afrontar gastos educativos inesperados con mayor confianza.
Aprendará
- Cómo prepararse financieramente para el próximo año escolar
- Consejos para ahorrar y planificar gastos educativos inesperados
- Una visión general de cómo empezar a prepararse para los costos universitarios
Quién debe atender
- Padres, madres o cuidadores con hijos que asisten a la escuela
- Cualquier persona que desee mantener mejor o ahorrar para los gastos escolares
- Estudiantes que planifican con anticipación los costos educativos del próximo año
On Demand Webinars:
Social Security has been a big topic of discussion for the current administration and in
news headlines. We will provide insight and what to pay attention to as potential changes are discussed. Staying informed is key to maximizing your benefits and planning for financial stability in your golden years.
Hosted by Nymeo in collaboration with our financial advisor, Montgomery Financial Partners, this event will feature guest speaker Zach Lindsay from MFS Investment Management.
During this webinar, we review:
• Key changes to Social Security in 2026
• Guidelines to begin drawing Social Security benefits
• Strategies for spouses to coordinate their benefits
• Tips to maximize your personal benefits and avoid common mistakes
Setting financial goals is one thing, reaching them is another – especially when “life happens!” Watch this workshop presented by GreenPath Financial Wellness to learn how to be sure the financial goals you are setting are realistic and achievable, how to be prepared for what may attempt to derail your progress, and strategies to keep you moving forward.
What you will learn:
- How to set realistic goals that can actually be achieved
- The role financial habits play in reaching (or abandoning) your financial goals
- How to get back on track after a setback
In this webinar we discuss the growing threat of identity theft and scams. With real-life examples and practical advice, we’ll help you understand how these crimes happen, what to watch for, and how to protect yourself and your loved ones. Whether you’ve been affected before or simply want to stay informed, this session will empower you to take control of your financial safety.
What You Will Learn
- Common tactics used by scammers, including phishing, deepfakes, and imposter scams
- Warning signs that your identity may have been compromised and steps to take if you are a victim
- Strategies to protect your personal and financial information
In honor of Veterans Day, Greenpath Financial Wellness held a webinar during which they explored the unique financial journeys of service members, veterans, and their families. The panel shared real-life experiences and actionable strategies to help navigate the financial transitions that come with military life —from enlistment to retirement. Learn how to prepare for basic training, manage finances during deployments, and make the most of military benefits like sign-on bonuses and VA loans. Whether you’re a new recruit, a military spouse, or transitioning back to civilian life, this session offers valuable tools to build financial confidence and resilience.
September was Life Insurance Awareness Month! Life insurance is one of the most important tools for protecting your loved ones’ financial future, but it’s also one of the most misunderstood. What type of policy is right for you? How much coverage do you really need? And what common mistakes should you avoid? Watch this webinar to get clear, straightforward answers to these questions and more. Presented by Geoff Tomasetti, Nymeo's Financial Advisor.
During this webinar we:
• Reviewed what life insurance is
• Explored the different types of life insurance
• Dove into the Pros and Cons and the Do's and Don'ts
• Discussed how to determine your coverage needs
• Went over reviewing and updating polices
Join GreenPath Financial Wellness to explore the increasingly popular financial tools known as Buy Now, Pay Later (BNPL) and Pay in 4. These flexible payment options are changing the way people shop and manage their money. What do you need to know before using BNPL? And how do these tools impact long-term financial health?
This engaging session began with an overview of the history and rise of BNPL services, followed by a thoughtful discussion on how to use these tools in a financially healthy way. We explored the benefits and risks of BNPL and shared practical strategies to help individuals make informed decisions that align with their financial goals.
Cybercriminals today are more advanced than ever, putting your finances and personal information at greater risk. Watch our webinar to discover key strategies for protecting your digital presence.
Our expert speaker, Walt Houser, a volunteer with the Montgomery County Police Department’s Financial Crime Section, will share valuable insights and tips to help you stay ahead and take charge of your cybersecurity.
Are you interested in better understanding credit reports, credit scores, and how they work together?
Millions of people are unaware they have errors on their credit report. We can point you in the direction to find out if you are one of them and equip you to take action to correct inaccuracies.
Maybe you know what is on your credit report but are unsure how it all comes together to calculate a credit score. Learn about the factors impacting a credit score, how to build or improve your score, and debunk common credit myths.
Why is the word annuity scary? Please view this webinar to learn about different annuities and how they help create guaranteed income for life and reduce the anxiety of running out of money in retirement.
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