
July 21, 2026 | 12:00 PM PST
Financial Independence and Insurance
This session will revisit your plan to become financially independent, including a review your savings plan and insurance policies.
Learning Objectives
Consider Financial Independence
The Fourth of July is a good reminder to focus on building savings and managing debt.
Review Insurance
Take time to review your insurance policies. National Insurance Awareness Day is on June 28, but July is a good time to act.
Check Retirement Savings
Perform a check-in on your retirement savings plan.
