Events

If you do gig work, you know how tricky it can get on the money management side of things. In this jampacked presentation you’ll learn how to take control of your financials and get actionable […]

Explanation of what each option of your pension provides, the importance of timing around when to take your pension, and a better explanation of how it can fit in your overall retirement plan. Tony Delumen, […]

Earning money, spending and saving are important lessons children learn very early on in life. This session will help guide parents on effective ways to educate children about financial responsibility that can last a lifetime.

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 […]

Getting married. Having kids. These are natural progressions in life for many, but also present new financial situations and decisions to make immediately, and for the long term. This session will help you discover, prioritize, […]

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 […]