Education & Events

Take a little time to clear your head by joining a 14-minute, instructor-led meditation session. This week’s topic: productivity and focus.

Take a little time to clear your head by joining a 14-minute, instructor-led meditation session. This week’s topic: gratitude.

No matter your age or how close you are to retirement, you're probably feeling anxious about the current stock market volatility and what it means to your portfolio. It's important to remember why you're investing and to focus on the big picture. This webcast will help ease your concerns and help you develop some strategies to mitigate losses you may incur in this turbulent market.

A beginner’s look into the mainstream investment choices and how each one fits into your portfolio to achieve various financial goals.

Learn how to use a Health Savings Account as an effective tool for both medical expense planning and tax planning. To register for a Financial Knowledge course, click below or call 1-866-343-2838.

Learn how to plan and save for your children’s college education needs, as well as for your own education, after learning about key funding strategies and resources such as the 529 and Education Savings Accounts.

Get clarity around your financial situation by learning how to take inventory of what you have and what actions you can take to boost your finances. From reducing your bills temporarily to working with credit card companies, you have plenty of options to explore during this crisis. Learn about the government programs that are available as well as money-saving tips that will help you gain the confidence needed to move forward in these challenging times.

Get a better understanding of the laws that affect non-U.S. citizens with respect to income taxation as well as estate and gift taxes. Through relevant, real-life illustrations and workbook exercises, you'll learn the impact of tax treaties and how income received from 401(k) accounts and Social Security payments will likely be taxed.

Gain a better understanding of the role company stock can play in your financial portfolio. Through interactive exercises, you'll attain a good understanding of the terminology and operation of the Intuit Employee Stock Purchase Plan (ESPP). Through direct application of current tax laws, you'll learn the tax ramifications of stock purchases and sales made through the ESPP.