Legacy Planning Dinner Workshop
Join us for an exclusive evening of fine dining and expert advice on legacy planning. Craig Nelson, a renowned Legacy Planning Media Educator, will share valuable insights on protecting your assets and securing your family’s […]
- Session: Wednesday, January 8, 2025
Time: 6:00 p.m. - 7:00 p.m. (PST)
BASICS OF PERSONAL FINANCE
From managing daily expenses to investing for retirement, this session helps participants set personal finance goals, learn the basics of smart money management, and build a solid financial foundation for the future. Whether you’re just […]
- Session 1: Tuesday, January 7, 2025
Time: 10:30 a.m. - 11:30 a.m. (PST)
Session 2: Thursday, January 16, 2025
Time: 5:30 p.m. - 6:30 p.m. (PST)
Investing 101 with Tony Delumen
Ready to take control of your financial future? Join us for Investing 101, a complimentary webinar featuring Tony Delumen, a financial planner with MassMutual Northern California. This session will help you understand basic investing strategies, […]
- Session 1: Thursday, January 16, 2025
Time: 12:30 p.m. - 01:30 p.m. (PST)
Session 2: Thursday, January 16, 2025
Time: 6:00 p.m. - 7:00 p.m. (PST)
UNLEASHING THE POWER OF CREDIT
Credit is a valuable financial tool, but knowing how it works is crucial to making it work for you. This session delves into the fundamental aspects of credit, including credit scores, credit reports, and their […]
- Session 1: Tuesday, February 11, 2025
Time: 10:30 a.m. - 11:30 a.m. (PST)
Session 2: Thursday, February 20, 2025
Time: 5:30 p.m. - 6:30 p.m. (PST)
Wills, Trusts, & Inheritance Planning
It’s never too early to begin working on your will and trust, and we’re here to help. Join us on February 12th for a free webinar: Wills, Trusts, & Inheritance Planning. This event is hosted […]
- Session: Wednesday, February 12, 2025
Time: 7:00 p.m. - 8:00 p.m. (PST)
TAP INTO WISE CREDIT CARD USE
Much like driving a car, understanding the rules and best practices of credit card use can significantly impact your financial journey. In this session, uncover the essentials of using credit cards wisely, from exploring various […]
- Session 1: Tuesday, March 11, 2025
Time: 10:30 a.m. - 11:30 a.m. (PST)
Session 2: Thursday, March 20, 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: Thursday, March 13, 2025
Time: 06:00 p.m. - 07:00 p.m. (PST)
ARE YOU FINANCIALLY HEALTHY
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. […]
- Session 1: Tuesday, April 8, 2025
Time: 10:30 a.m. - 11:30 a.m. (PST)
Session 2: Thursday, April 17, 2025
Time: 5:30 p.m. - 6:30 p.m. (PST)
MANAGING MONEY FOR A HEALTHIER MIND
Did you know that your financial health can significantly impact your mental well-being? Explore the powerful relationship between money and mental health by diving into how financial stress affects your emotional state and learn how […]
- Session 1: Tuesday, May 6, 2025
Time: 10:30 a.m. - 11:30 a.m. (PST)
Session 2: Thursday, May 15, 2025
Time: 5:30 p.m. - 6:30 p.m. (PST)
BUY OR RENT: WEIGHING THE PROS AND CONS
Whether you’re a first-time homebuyer, a renter evaluating your next step, or simply curious about the current real estate landscape, deciding whether to buy or rent requires careful consideration. This session will help you navigate […]
- Session 1: Tuesday, June 3, 2025
Time: 10:30 a.m. - 11:30 a.m. (PST)
Session 2: Thursday, June 12, 2025
Time: 5:30 p.m. - 6:30 p.m. (PST)
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