Events

Stretching your budget is a necessary step to achieving your financial goals. Learn smart ways to save on the things that impact your finances most, such as food, health care, insurance and more. By the […]

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 […]

A thorough summary of your retirement benefits, life insurance coverage, disability protection and other benefits available to you through your employment with Kaiser.   Tony Delumen, CLTC Financial Services Professional MassMutual Northern California CA Insurance […]

We’ll talk about what it means to be financially healthy – which is so much more than just your credit score. True financial health is based on four key components: Spend, Save, Borrow, and Plan. […]

Funding your child’s higher education takes time and strategy. But no matter where you are in the process, we can help provide strategies to save smarter.   Join us to gain insight into: • How […]

Buying a home is one of the biggest financial decisions you’ll ever make-and preparation is key. This session focuses on helping you understand what it takes to be ready for homeownership, from assessing your financial […]

Transferring your estate can be a complicated process. But with the proper guidance, it’s more manageable. Join us to discover and explore financial and tax strategies when estate planning.   Takeaways include: • Understand the different […]

Once you’re financially ready, the next step is understanding the mortgage and homebuying process so you can make confident, informed decisions. This session walks you through everything from comparing mortgage options to making an offer […]

It’s important to understand how Social Security benefits work and the filing options that may be available to you BEFORE you begin receiving benefits. This seminar will offer a general overview and context about Social […]

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, […]

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, […]

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 […]