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Elite | P&G

MSA Productions

Explore upcoming live events that make financial education engaging, approachable, and easier to put into action.

MSA Live: Education. Empower. Thrive.
MSA Insights: Ask the Experts
Jan
5
2027

Goal Setting and Execution Workshop

Turning the good intentions of the new year into lasting progress takes more than motivation. This session helps you create realistic, measurable goals and build habits that you can practice all year long.

Guided exercises address potential obstacles, progress tracking, and accountability, while practical worksheets help you stay focused and keep moving forward.

Venue:
Virtual
Location:
WebEx
EDU_WEB_MSA_LIVE_GOAL_SETTING_EXECUTION
Jan
12
2027

Money Foundations Session

Whether you are starting healthier financial habits or getting back on track, a strong understanding of money management basics can make your next steps feel more manageable.

Venue:
Virtual
Location:
Zoom
Register | 9am PT Register | 12pm PT
EDU_WEB_MSA_LIVE_MONEY_FOUNDATIONS_SESSION
Jan
20
2027

Build Your Journey Toward Retirement: Making Choices with Confidence

Retirement may last 20 to 30 years, making it important to prepare not only for the transition into retirement, but for the financial decisions that may follow. Traditional savings targets and retirement benchmarks can provide guidance, but your retirement strategy should also reflect your individual goals and circumstances. Build Your Journey Towards Retirement explores how your P&G benefits can help you build wealth today and support your financial future. We’ll examine important considerations including wealth management, Social Security, tax strategies, estate planning, and how changing economic conditions and life circumstances may influence your decisions. Our goal is to help you approach retirement with greater financial security, flexibility, and confidence. Whether retirement is months or years away, understanding your benefits and working with an MSA Coach today can help you address financial opportunities and decisions while preparing for the future ahead.

Venue:
Virtual
Location:
WebEx
EDU_WEB_MSA_LIVE_RETIREMENT_JOURNEY
Jan
28
2027

MSA Insights

Master your money with MSA Insights! Join this event to stay ahead of market trends, learn from our expert Money Coaches, and adopt strategies that help you boost your financial well-being and overall peace of mind. Ready to build the financial future you’ve always wanted?

Venue:
Virtual
Location:
Zoom
Register | 9am PT Register | 12pm PT
EDU_WEB_MSA_INSIGHTS_3
Feb
9
2027

Tax Return Confidence

Tax filing can feel complicated, and uncertainty about forms, deductions or credits may add stress to an already busy season. This class uses practical examples to explain filing status, taxable income, deductions, credits and the federal and state filing processes. Document checklists and preparation guides help you stay organized, avoid common oversights and prepare questions for a qualified tax professional.

Venue:
Virtual
Location:
Zoom
Register | 9am PT Register | 12pm PT
EDU_WEB_MSA_LIVE_TAX_RETURN_CONFIDENCE
Feb
17
2027

Money and Communication Workshop

Money conversations can be challenging when family members have different priorities, habits and expectations.

This workshop offers a supportive framework for discussing budgets, financial goals and shared decisions. Guided scenarios, conversation tools and planning templates help you communicate more openly and work toward a financial approach that fits your household.

Venue:
Virtual
Location:
WebEx
EDU_WEB_MSA_LIVE_MONEY_AND_COMMUNICATION
Feb
18
2027

Caregiving & Cash Flow: A Planning Workshop

Get ahead of a topic that many do not consider until it’s too late. This interactive workshop addresses the financial realities of caregiving through scenario planning and structured budgeting exercises. Including evaluating care costs, insurance considerations, estate planning implications, and your own financial boundaries. Leave with planning checklists, family conversation guides, and a clear framework for next steps.

Venue:
Virtual
Location:
WebEx
EDU_WEB_MSA_LIVE_CAREGIVING_CASH_FLOW
Feb
25
2027

MSA Insights

Master your money with MSA Insights! Join this event to stay ahead of market trends, learn from our expert Money Coaches, and adopt strategies that help you boost your financial well-being and overall peace of mind. Ready to build the financial future you’ve always wanted?

Venue:
Virtual
Location:
Zoom
Register | 9am PT Register | 12pm PT
EDU_WEB_MSA_INSIGHTS_5
Mar
9
2027

Credit Strategy Session

Credit can affect your ability to borrow, secure housing and manage major expenses. Understanding and strengthening your credit can reduce uncertainty and support greater financial confidence, which can help with your day-to-day focus. This session explains credit score factors, how to review a credit report, steps for addressing potential errors and habits for monitoring credit over time. Practical checklists and tracking tools help you identify and work toward your next steps.

Venue:
Virtual
Location:
Zoom
Register | 9am PT Register | 12pm PT
EDU_WEB_MSA_LIVE_CREDIT_STRATEGY_SESSION
Mar
16
2027

Tax Return Confidence

Tax filing can feel complicated, and uncertainty about forms, deductions or credits may add stress to an already busy season.

This class uses practical examples to explain filing status, taxable income, deductions, credits and the federal and state filing processes. Document checklists and preparation guides help you stay organized, avoid common oversights and prepare questions for a qualified tax professional.

Venue:
Virtual
Location:
WebEx
EDU_WEB_MSA_LIVE_TAX_RETURN_CONFIDENCE
Mar
18
2027

Debt Reduction Strategy Workshop

Paying down debt can feel overwhelming, but a clear strategy can make progress more manageable. This session helps you review balances, interest rates, and repayment options to determine which debts to address first.

Leave with a personalized payoff outline and practical tools for building habits that support long-term progress.

Venue:
Virtual
Location:
WebEx
EDU_WEB_MSA_LIVE_DEBT_REDUCTION_STRATEGY
Mar
25
2027

MSA Insights

Master your money with MSA Insights! Join this event to stay ahead of market trends, learn from our expert Money Coaches, and adopt strategies that help you boost your financial well-being and overall peace of mind. Ready to build the financial future you’ve always wanted?

Venue:
Virtual
Location:
Zoom
Register | 9am PT Register | 12pm PT
EDU_WEB_MSA_INSIGHTS_4
Apr
13
2027

Investing Fundamentals: Start with Confidence

Investing can feel complicated, but understanding a few core concepts can make it more approachable. This session makes intimidating topics, such as asset classes, risk tolerance and the power of compounding, approachable while helping you connect investment decisions to your personal goals. Practical starter guides offer clear next steps for putting what you learn into action.

Venue:
Virtual
Location:
Zoom
Register | 9am PT Register | 12pm PT
EDU_WEB_MSA_LIVE_INVESTING_FUNDAMENTALS_START_WITH_CONFIDENCE
Apr
22
2027

MSA Insights

Master your money with MSA Insights! Join this event to stay ahead of market trends, learn from our expert Money Coaches, and adopt strategies that help you boost your financial well-being and overall peace of mind. Ready to build the financial future you’ve always wanted?

Venue:
Virtual
Location:
Zoom
Register | 9am PT Register | 12pm PT
EDU_WEB_MSA_INSIGHTS_6
Apr
29
2027

Priority Planning Lab: Align Your Financial Goals

This workshop helps you balance competing financial priorities, such as paying down debt and saving for retirement. Through guided trade-off exercises, you can gain practical tools and clear next steps for prioritizing your goals.

Venue:
Virtual
Location:
WebEx
EDU_WEB_MSA_LIVE_PRIORITY_PLANNING_LAB
May
4
2027

Mortgage Clarity: From Application to Closing

Borrowing decisions can affect your budget and financial goals for years. Understanding your mortgage options can reduce financial uncertainty and prepare you to make confident borrowing decisions when the time comes.

This workshop uses real-life examples to compare loan types, interest rates, qualification requirements, total costs and affordability. Get decision worksheets and key questions to ask potential lenders.

Venue:
Virtual
Location:
WebEx
EDU_WEB_MSA_LIVE_MORTGAGE_BASICS
May
11
2027

Retirement Planning
at Any Age

Retirement planning looks different at every stage of life, and the choices you make today can have a lasting impact on what is possible tomorrow. In this class, we will explore the key financial priorities that tend to shift through your 20s, 30s, 40s, 50s, and beyond, from building a strong foundation to preparing for the transition into retirement. You will learn how saving, investing, taxes, healthcare, Social Security, and lifestyle decisions can all work together as part of a stronger retirement strategy. Wherever you are in your journey, you will leave with practical ideas to strengthen your plan and make your next financial move with greater confidence.

Venue:
Virtual
Location:
Zoom
Register | 9am PT Register | 12pm PT
EDU_WEB_MSA_LIVE_RETIREMENT_PLANNING_AT_ANY_AGE_V2
May
19
2027

Money and Mindset: A Financial Well-being Class

This class explores the connection between financial stress and emotional well-being that can be easy to miss. Through reflection exercises and practical planning tools, you can identify stress triggers and financial friction points and leave with structured action steps, resource guides, and strategies to improve routines.

Venue:
Virtual
Location:
WebEx
EDU_WEB_MSA_LIVE_MONEY_AND_MINDSET
May
27
2027

MSA Insights

Master your money with MSA Insights! Join this event to stay ahead of market trends, learn from our expert Money Coaches, and adopt strategies that help you boost your financial well-being and overall peace of mind. Ready to build the financial future you’ve always wanted?

Venue:
Virtual
Location:
Zoom
Register | 9am PT Register | 12pm PT
EDU_WEB_MSA_INSIGHTS_2
Jun
3
2027

Build Your Journey Toward Retirement: Making Choices with Confidence

Retirement may last 20 to 30 years, making it important to prepare not only for the transition into retirement, but for the financial decisions that may follow. Traditional savings targets and retirement benchmarks can provide guidance, but your retirement strategy should also reflect your individual goals and circumstances. Build Your Journey Towards Retirement explores how your P&G benefits can help you build wealth today and support your financial future. We’ll examine important considerations including wealth management, Social Security, tax strategies, estate planning, and how changing economic conditions and life circumstances may influence your decisions. Our goal is to help you approach retirement with greater financial security, flexibility, and confidence. Whether retirement is months or years away, understanding your benefits and working with an MSA Coach today can help you address financial opportunities and decisions while preparing for the future ahead.

Venue:
Virtual
Location:
WebEx
EDU_WEB_MSA_LIVE_RETIREMENT_JOURNEY
Jun
8
2027

Homebuying Strategy Lab: Make Confident Decisions

This session equips you with essential knowledge for buying a home. You can define your budget, explore financing options and potential risks, compare mortgages, and identify common pitfalls. Practical tools will support real estate planning and lender conversations, helping you create a personalized path forward.

Venue:
Virtual
Location:
Zoom
Register | 9am PT Register | 12pm PT
EDU_WEB_MSA_LIVE_HOMEBUYING_STRATEGY_LAB_MAKE_CONFIDENT_DECISIONS
Jun
16
2027

Mid-Career Money Strategy Workshop

Mid-career is an important time to check in on your financial strategies and see whether you still support the life you want to live today and in the future.

This workshop helps you review retirement progress, risk tolerance, family responsibilities, and estate considerations while balancing current spending with long-term investing. A practical checkpoint worksheet helps identify priorities and define next steps.

Venue:
Virtual
Location:
WebEx
EDU_WEB_MSA_LIVE_MID_CAREER_MONEY_STRATEGY
Jun
24
2027

MSA Insights

Master your money with MSA Insights! Join this event to stay ahead of market trends, learn from our expert Money Coaches, and adopt strategies that help you boost your financial well-being and overall peace of mind. Ready to build the financial future you’ve always wanted?

Venue:
Virtual
Location:
Zoom
Register | 9am PT Register | 12pm PT
EDU_WEB_MSA_INSIGHTS_1
Jul
13
2027

Long-Term Investment Discipline

Market ups and downs can make it difficult to separate thoughtful decisions from emotional reactions. This workshop explores common investing behaviors, market cycles, and their potential long-term impact. Learn strategies for staying focused on your goals and get practical tools for navigating volatility and reviewing your investment approach.

Venue:
Virtual
Location:
Zoom
Register | 9am PT Register | 12pm PT
EDU_WEB_MSA_LIVE_LONG_TERM_INVESTMENT_DISCIPLINE
Jul
22
2027

MSA Insights

Master your money with MSA Insights! Join this event to stay ahead of market trends, learn from our expert Money Coaches, and adopt strategies that help you boost your financial well-being and overall peace of mind. Ready to build the financial future you’ve always wanted?

Venue:
Virtual
Location:
Zoom
Register | 9am PT Register | 12pm PT
EDU_WEB_MSA_INSIGHTS_5
Jul
29
2027

Retirement Foundations Workshop

Retirement planning can feel distant or overwhelming when you’re just starting out in your career, but beginning or adjusting an approach to retirement can make a meaningful difference at any career stage.

This session helps you estimate future needs, explore retirement account options and set realistic savings targets. Projection tools and milestone checklists help identify potential gaps and support clear next steps.

Venue:
Virtual
Location:
WebEx
EDU_WEB_MSA_LIVE_RETIREMENT_FOUNDATIONS
Aug
10
2027

Estate Essentials: Protect What Matters Most

Get an opportunity to plan for a topic that can be difficult to face. Through guided exercises, you can explore asset protection, beneficiary designations, and essential estate documents, leaving this session with clear terminology, practical checklists, and tools to guide important conversations and next steps.

Venue:
Virtual
Location:
Zoom
Register | 9am PT Register | 12pm PT
EDU_WEB_MSA_LIVE_ESTATE_ESSENTIALS-1
Aug
18
2027

Disability Resources: A Financial Navigation Workshop

A change in health or ability to work can bring unfamiliar financial decisions for individuals and those supporting them. This class explains SSDI, SSI, Medicare, work incentives and potential income options in approachable terms.

You can receive practical checklists and planning tools to help you understand eligibility and identify next steps.

Venue:
Virtual
Location:
WebEx
Aug
26
2027

MSA Insights

Master your money with MSA Insights! Join this event to stay ahead of market trends, learn from our expert Money Coaches, and adopt strategies that help you boost your financial well-being and overall peace of mind. Ready to build the financial future you’ve always wanted?

Venue:
Virtual
Location:
Zoom
Register | 9am PT Register | 12pm PT
EDU_WEB_MSA_INSIGHTS_3
Sep
2
2027

Retirement Risk Management Workshop

Get help with a retirement plan that accounts for more than just a savings target. This workshop helps you understand factors that can affect future income, including inflation, living longer than expected, market changes, taxes, and the timing of withdrawals.

Explore how these concerns may shift over time and receive practical worksheets and checklists to help strengthen your retirement strategy.

Venue:
Virtual
Location:
WebEx
EDU_WEB_MSA_LIVE_RETIREMENT_RISK_MANAGEMENT
Sep
14
2027

Medicare Planning

Understanding Medicare can help reduce uncertainty as you approach retirement or support an eligible family member. This workshop explains Medicare parts, enrollment timing, coverage options, costs and coordination with other insurance. Get comparison tools and enrollment checklists to help you avoid coverage gaps and approach retirement with greater confidence.

Venue:
Virtual
Location:
Zoom
Register | 9am PT Register | 12pm PT
EDU_WEB_MSA_LIVE_MEDICARE_PLANNING
Sep
23
2027

MSA Insights

Master your money with MSA Insights! Join this event to stay ahead of market trends, learn from our expert Money Coaches, and adopt strategies that help you boost your financial well-being and overall peace of mind. Ready to build the financial future you’ve always wanted?

Venue:
Virtual
Location:
Zoom
Register | 9am PT Register | 12pm PT
EDU_WEB_MSA_INSIGHTS_2
Sep
30
2027

Investing Risk & Tax Strategy Workshop

Investment returns are only part of the picture; risk and taxes can also affect financial outcomes.

This workshop explains common types of portfolio risk, capital gains, and tax-aware investing principles through practical examples. Get checklists and evaluation tools to support more informed planning and conversations with financial or tax professionals.

Venue:
Virtual
Location:
WebEx
EDU_WEB_MSA_LIVE_INVESTING_RISK_TAX_STRATEGY
Oct
5
2027

Late Career: Shaping the Years Ahead

Will your retirement savings support the life you want? This session helps you understand how your savings, benefits and other income sources may work together in retirement.

Compare projected income with future expenses, identify possible shortfalls and explore adjustments you can make now. Practical worksheets and checklists help turn an uncertain future into a clearer retirement plan.

Venue:
Virtual
Location:
WebEx
EDU_WEB_MSA_LIVE_RETIREMENT_READINESS
Oct
12
2027

Understanding Social Security

When and how you claim Social Security can affect your retirement income for years, so understanding your options is essential to maximizing your eligibility. This workshop helps you understand how benefits are calculated and how claiming age, spousal eligibility, and taxes may influence what you receive. Practical comparison tools and next-step guides help you evaluate your options and prepare for more informed decisions.

Venue:
Virtual
Location:
Zoom
Register | 9am PT Register | 12pm PT
EDU_WEB_MSA_LIVE_SOCIAL_SECURITY
Oct
19
2027

Build Your Journey Toward Retirement: Making Choices with Confidence

Retirement may last 20 to 30 years, making it important to prepare not only for the transition into retirement, but for the financial decisions that may follow. Traditional savings targets and retirement benchmarks can provide guidance, but your retirement strategy should also reflect your individual goals and circumstances. Build Your Journey Towards Retirement explores how your P&G benefits can help you build wealth today and support your financial future. We’ll examine important considerations including wealth management, Social Security, tax strategies, estate planning, and how changing economic conditions and life circumstances may influence your decisions. Our goal is to help you approach retirement with greater financial security, flexibility, and confidence. Whether retirement is months or years away, understanding your benefits and working with an MSA Coach today can help you address financial opportunities and decisions while preparing for the future ahead.

Venue:
Virtual
Location:
WebEx
EDU_WEB_MSA_LIVE_RETIREMENT_JOURNEY
Oct
21
2027

Optimizing Your Employee Benefits Workshop

This workshop explores retirement contributions, employer matching and other tax-advantaged options, including how different choices may affect take-home pay and long-term savings. Practical checklists help you review your benefits and identify opportunities available to you.

Venue:
Virtual
Location:
WebEx
EDU_WEB_MSA_LIVE_EMPLOYEE_BENEFITS
Oct
28
2027

MSA Insights

Master your money with MSA Insights! Join this event to stay ahead of market trends, learn from our expert Money Coaches, and adopt strategies that help you boost your financial well-being and overall peace of mind. Ready to build the financial future you’ve always wanted?

Venue:
Virtual
Location:
Zoom
Register | 9am PT Register | 12pm PT
EDU_WEB_MSA_INSIGHTS_4
Nov
9
2027

Tax Planning Opportunities

Tax decisions can affect your paycheck, savings and overall financial confidence. Unexpected tax outcomes can create day-to-day stress that may carry into other areas of life, including work. This session uses practical scenarios to explore withholding, contribution timing, potential deductions and investment tax considerations. Checklists and planning tools help you prepare for tax-related decisions, avoid surprises and identify questions to discuss with a qualified tax professional.

Venue:
Virtual
Location:
Zoom
Register | 9am PT Register | 12pm PT
EDU_WEB_MSA_LIVE_TAX_PLANNING_OPPORTUNITIES
Nov
17
2027

Economic Uncertainty Planning Workshop

Rising costs of living and economic uncertainty can strain budgets and create stress that may carry into the workplace. Learning how to adapt can support greater financial confidence, resilience and day-to-day focus.

This session explores how inflation can affect household finances and helps you adjust spending and saving priorities. Practical tools and planning guides help you recalibrate your budgets and prepare for today’s changing conditions.

Venue:
Virtual
Location:
WebEx
EDU_WEB_MSA_LIVE_ECONOMIC_UNCERTAINTY
Dec
7
2027

Resilience Planning: Prepare for Financial Setbacks

This session helps you identify financial vulnerabilities and prioritize actions that strengthen resilience against the unforeseen. Through guided exercises, you’ll assess emergency preparedness, income risks, and contingency strategies to create a personalized roadmap with clear, practical next steps.

Venue:
Virtual
Location:
WebEx
EDU_WEB_MSA_LIVE_RESILIENCE_PLANNING
Dec
14
2027

MSA Insights

Master your money with MSA Insights! Join this event to stay ahead of market trends, learn from our expert Money Coaches, and adopt strategies that help you boost your financial well-being and overall peace of mind. Ready to build the financial future you’ve always wanted?

Venue:
Virtual
Location:
Zoom
Register | 9am PT Register | 12pm PT
EDU_WEB_MSA_INSIGHTS_6