Events

We all measure financial success differently, but all paths getting there require discipline and goals. This session teaches participants ways to financial control— including developing a spending plan, creating objectives, weighing insurance needs, and other […]

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 […]

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 […]

Investing is one of the smartest things consumers can do to secure a brighter financial future. Every investor has different goals, risk tolerance, and cash flow, which will impact savings and investment choices. Participants will […]

We all make mistakes, especially when it comes to money. It is important that we try to avoid the most common mistakes if we can. This session will help you identify 52 different money mistakes, […]

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. […]

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 […]

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 […]

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 […]