Events

Credit cards are part of everyday life but using them well requires more than knowing the basics. This session helps participants understand the habits and mindsets that shape their spending—and how small changes can make […]

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 […]

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 […]

Caring for both children and aging loved ones can strain time, finances, and emotional wellbeing. This workshop helps multigenerational caregivers understand competing financial demands, plan proactively, and access resources. Participants learn strategies to reduce stress, […]

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 […]

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 […]

Scammers are especially active during busy and high-spending times of year. This engaging workshop helps participants recognize common seasonal scams, understand red flags, and protect themselves during the holidays. Through real-world examples and practical prevention […]

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 […]