Events
Federal vs. Private Student Loans
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.
- Session 1: Tuesday, October 7, 2025
Time: 10:30 a.m. - 11:30 a.m. (PST)
Session 2: Thursday, October 16, 2025
Time: 5:30 p.m. - 6:30 p.m. (PST)
Legacy Planning Dinner Workshop
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 […]
- Session: Tuesday, October 28, 2025
Time: 06:00 p.m. - 07:30 p.m. (PST)
Safeguarding Seniors: Strategies to Combat Elder Financial Exploitation
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 […]
- Session 1: Tuesday, November 4, 2025
Time: 10:30 a.m. - 11:30 a.m. (PST)
Session 2: Thursday, November 13, 2025
Time: 5:30 p.m. - 6:30 p.m. (PST)
20 Options for Your Pension Hosted by Tony Delumen
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 […]
- Session: Thursday, November 20, 2025
Time: 12:30 p.m. - 1:30 p.m. (PST)
Time: 6:00 p.m. - 7:00 p.m. (PST)
Sleighing the Holiday Season
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 […]
- Session 1: Tuesday, December 9, 2025
Time: 10:30 a.m. - 11:30 a.m. (PST)
Session 2: Thursday, December 18, 2025
Time: 5:30 p.m. - 6:30 p.m. (PST)
Explore Our Financing Products & Services
