Events

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, […]

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 […]