The BrightPlan Academy

Financial well-being is confidently progressing towards financial goals by following a clear plan to achieve them.

Upcoming events

Timely and relevant education

Get Started With BrightPlan 3rd Friday Each Month, 10 AM PT

Register to see how easy it can be to keep track of your money, set financial goals, and chat with a financial advisor.
More Money Education Finance Fridays At 12 PM PT

Join our LIVE 30-minute sessions on key financial planning topics. See past episodes and register for future ones below.
Company Specific Content Enroll Now for Access

Enroll in BrightPlan to see all of our upcoming webinars and access articles and videos tailored to your company benefits. 

Enroll to Access Tailored Education

  • Exclusive content only available in the BrightPlan application
  • Benefits advice to help you maximize your 401(k), HSA, and more
  • On-demand webinars and videos to boost your money IQ
  • Customized education based on your financial goals and company benefits

Financial wellness on demand

Get more from your money by investing in your financial education