Webinars – Halo Benefits

This page is intended to provide details for upcoming webinars, and recordings of historical webinars.

2023 Webinars

HALO is partnering with Bank of Oklahoma, HealthEquity, and Guaranteed Rate to provide Educational Webinars throughout 2023. In addition to the webinars, you will see four Virtual Financial Consultation events, which gives you a FREE 1:1 consultation with a licensed financial advisor from Bank of Oklahoma! Webinars detail is shown below.

Bank of Oklahoma: Create a Budget, Ditch Your Debt, and Start Saving for the Future You | Thursday, March 9^th | 12:00 CST | Contact [email protected] for Webinar Invite

Importance of managing debt
Steps for maintaining financial health
Track your money: budgets, debt, credit

Bank of Oklahoma: Virtual 1:1 Free Financial Consultation | Thursday, March 23^rd | Available time slots reflected in CST | REGISTRATION LINK

Guaranteed Rate: Financial Wellness Mortgage Webinar | Thursday, March 30^th | 12:00 CST | REGISTRATION LINK

Introduction to Guaranteed Rate
A mortgage market update
First time home buyer information
Benefits of Refinancing
Platinum Mortgage Program Benefits for HALO Employees
- As an Employee of HALO, you have exclusive perks through Guaranteed Rate’s Platinum Mortgage Program. See the Program Overview to learn more about these perks or visit www.rate.com/corp/offer/HALO.

HealthEquity: HSA Basics: Harness the power of a Health Savings Account | Thursday, April 6^th | 12:00 CST | REGISTRATION LINK

How to maximize the triple-tax advantage
Ways to contribute with confidence
Qualified medical expenses an HSA covers

Bank of Oklahoma: Top Retirement Mistakes People Make & How You can Avoid Them | Thursday, May 18^th | 12:00 CST | Contact [email protected] for Webinar Invite

Creating the plan for the retirement you want
Use time to your advantage with catch-up contributions
Know what to expect with health care costs
Don’t spend too much or invest too conservatively

Bank of Oklahoma: Virtual 1:1 Free Financial Consultation | Tuesday, May 23^rd | Available time slots reflected in CST | REGISTRATION LINK

HealthEquity: HSA Your Way: Spend, Save, and Invest in Your HealthCare | Thursday, June 8^th | 12:00 CST | REGISTRATION LINK

Ways to spend wisely on medical needs
How to save for healthcare expenses in the future
Increase your tax-advantaged retirement investments

HealthEquity: Future in Focus: Investing Your HSA for Retirement Savings | Thursday, August 10^th | 12:00 CST | REGISTRATION LINK

How HSAs are suited for long-term healthcare savings
It’s never too early or too late to invest your HSA
Our technology makes investing your funds easy

Bank of Oklahoma: Investing 101: Investing Basics | Thursday, September 7^th | 12:00 CST | Contact [email protected] for Webinar Invite

Investing basics
Your ideal investment approach
Asset allocation and the major asset classes
Use diversification to your advantage

Bank of Oklahoma: Investing 201: Going Beyond the Basics | Thursday, September 21^st | 12:00 CST | Contact [email protected] for Webinar Invite

Different types of investments offered
Asset allocation, rebalancing, and diversification
Importance of continuously managing your plan
Break down each core investment

Bank of Oklahoma: Virtual 1:1 Free Financial Consultation | Tuesday, September 26^th | Available time slots reflected in CST | REGISTRATION LINK

Bank of Oklahoma: Tax Strategies and The Power of Roth Contributions | Thursday, December 14^th | 12:00 CST | Contact [email protected] for Webinar Invite

How Traditional and Roth contributions affect your retirement income
Strategies to help navigate today’s tax landscape
How to diversify your retirement income

Bank of Oklahoma: Virtual 1:1 Free Financial Consultation | Tuesday, December 19^th | Available time slots reflected in CST | REGISTRATION LINK

Recorded Webinars

2023:

Bank of Oklahoma: Create a Budget, Ditch Your Debt, and Start Saving for the Future You – 3/9/2023