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Mindful Budgeting: Aligning Spending with Your Values
Everyone wants more control over their financial life — and the key to getting there is a budget. In this session, you’ll discover how to build a realistic spending plan that works for your lifestyle, […]
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Retiring Successfully
Retiring 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 your retirement […]
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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 […]
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Raising Financially Mindful Teens
The teen years are the perfect time to build strong money habits that last a lifetime. This session equips young adults and their parents with the knowledge and tools they need to manage money effectively, […]
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Wills, Trusts, & Inheritance 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 […]
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Regaining Your Financial Footing Post-Divorce
This presentation will discuss how to minimize the costs of divorce for the short-term and beyond, and how to regain financial footing moving forward into the future. Tony Delumen, CLTC Financial Services Professional MassMutual […]
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Buy It or Lease It? Driving Through Your Options
Purchasing or leasing a vehicle is a decision that impacts your budget, lifestyle, and long-term financial goals. In this informative workshop, we’ll navigate the pros, cons, and hidden considerations behind each choice. Whether you’re looking […]
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Maximizing Your Employer Benefits
People leave jobs for many reasons – an exciting new position, job elimination, a break to raise children or retirement, just to name a few. Regardless of why you left (or may be leaving), this […]
A Safe Place for Your Money
Kaiperm members can find comfort in knowing that no matter the size of your deposit, every dollar is safe, secure and 100% insured by the NCUA, up to $250,000. We're here to keep your assets safe as they grow.
