Events

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 […]

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 […]

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 […]