Events

Everyone wants more control over their financial life — and the key to getting there is a budget. In this session, you’ll discover how to build a realistic spending plan that works for your lifestyle, […]

Retiring isn’t what it used to be. Your retirement strategy should be planned with your long-term goals and desired lifestyle in mind.   This session will help you: Envision your retirement Plan for your retirement […]

Join us for an elegant evening of dining and learning as Craig Nelson, a trusted Legacy Planning Media Educator, shares expert insights into safeguarding your assets. Whether you’re just starting or refining your plan, this […]

The teen years are the perfect time to build strong money habits that last a lifetime. This session equips young adults and their parents with the knowledge and tools they need to manage money effectively, […]

This One Hour Seminar, or Webinar, is an Educational Event hosted by our business Partners, Living Trust Educators and CU Plan. You’ll learn whether you need a Trust or a Will, and what is included […]

This presentation will discuss how to minimize the costs of divorce for the short-term and beyond, and how to regain financial footing moving forward into the future.   Tony Delumen, CLTC Financial Services Professional MassMutual […]

Purchasing or leasing a vehicle is a decision that impacts your budget, lifestyle, and long-term financial goals. In this informative workshop, we’ll navigate the pros, cons, and hidden considerations behind each choice. Whether you’re looking […]

People leave jobs for many reasons – an exciting new position, job elimination, a break to raise children or retirement, just to name a few. Regardless of why you left (or may be leaving), this […]