Events

Getting married. Having kids. These are natural progressions in life for many, but also present new financial situations and decisions to make immediately, and for the long term. This session will help you discover, prioritize, […]

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 retirement assets and […]

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 workshop explains key differences between federal and private student loans, and compares eligibility, interest rates, repayment plans and more. Participants will learn how to choose the option that best suits their needs.

Elder financial exploitation is a growing concern that affects millions of seniors each year. Learn about common tactics used by scammers, how to recognize the signs of financial abuse, and practical steps to take if […]

Planning for retirement? Learn how to make the most of your retirement benefits. This is your chance to get a thorough understanding of what each option of your pension provides, the importance of timing around […]

It may be called “the most wonderful time of the year” but December can also be filled with unwanted debt and overspending. Learn budgeting strategies and tactics to avoid year-end credit card crunch and future […]