Events

Young adults are primed to soak in new information. It’s a great time to guide them to money management techniques that can last a lifetime. Attendees will learn managing money effectively, preparing for common upcoming […]

Join us for an exclusive and informative evening of fine dining and expert education on May 14th! This unique event brings together the pleasures of a delectable dinner with the invaluable insights of Legacy Planning […]

Empowering Parents to Have Financial Conversations with Their Kids. Purpose: Create a support system of parents and grandparents with the goal of having meaningful financial education conversations with the children in their lives. Series of […]

It’s one of the most important financial considerations for anyone today. And as you get closer to retiring, it becomes more critical to have a solid plan of action. This workshop focuses on deciding when […]

Invest in Your Child’s Future with a College Plan

Homeownership starts well before the contracts are signed—preparation is one of the keys to a smooth home buying process. This session covers all major pre-purchase topics such as budgeting, the down payment, credit reports, debt-to-income […]

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 […]