Events

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 […]

The Free Application for Federal Student Aid (FAFSA) is a government form that streamlines the financial aid process, which can help reduce your student loan burden. This workshop covers FAFSA basics, as well as provides […]

Join us for an exclusive and informative evening of fine dining and expert education on October 8th! This unique event brings together the pleasures of a delectable dinner with the invaluable insights of Legacy Planning […]

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 […]

Don’t let scammers steal your holiday spirit! Unwrap knowledge and tools needed to protect you and your loved ones from holiday scammers. Learn how to identify the red flags, utilize safe online shopping techniques and […]

Retirement isn’t what it used to be. Your retirement strategy should be planned with your long-term goals and desired lifestyle in mind. This session will help you envision your retirement, plan for retirement assets and […]

Stretching your budget is a necessary step to achieving your financial goals. Learn smart ways to save on the things that impact your finances most, such as food, health care, insurance and more.