Events
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)
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: Tuesday, May 13, 2025
Time: 06:00 p.m. - 07:30 p.m. (PST)
Maximizing Your Employer Benefits
Planning for retirement? Learn how to make the most of your retirement benefits, life insurance, disability protection, and other perks you might not even know about through your employment with Kaiser. This is your chance […]
- Session: Thursday, May 15, 2025
Time: 12:30 p.m. - 1:30 p.m. (PST)
Time: 6:00 p.m. - 7:00 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)
Mastering the Gig Economy
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 […]
- Session 1: Tuesday, July 8, 2025
Time: 10:30 a.m. - 11:30 a.m. (PST)
Session 2: Thursday, July 17, 2025
Time: 5:30 p.m. - 6:30 p.m. (PST)
Raising a Money Smart Kid — Back to School Edition
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.
- Session 1: Tuesday, August 12, 2025
Time: 10:30 a.m. - 11:30 a.m. (PST)
Session 2: Thursday, August 21, 2025
Time: 5:30 p.m. - 6:30 p.m. (PST)
Finances for New Families
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, […]
- Session 1: Tuesday, September 9, 2025
Time: 10:30 a.m. - 11:30 a.m. (PST)
Session 2: Thursday, September 18, 2025
Time: 5:30 p.m. - 6:30 p.m. (PST)
Explore Our Financing Products & Services
