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Legacy Planning Dinner Workshop
Join us for an exclusive evening of fine dining and expert advice on legacy planning. Craig Nelson, a renowned Legacy Planning Media Educator, will share valuable insights on protecting your assets and securing your family’s […]
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BASICS OF PERSONAL FINANCE
From managing daily expenses to investing for retirement, this session helps participants set personal finance goals, learn the basics of smart money management, and build a solid financial foundation for the future. Whether you’re just […]
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Investing 101 with Tony Delumen
Ready to take control of your financial future? Join us for Investing 101, a complimentary webinar featuring Tony Delumen, a financial planner with MassMutual Northern California. This session will help you understand basic investing strategies, […]
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UNLEASHING THE POWER OF CREDIT
Credit is a valuable financial tool, but knowing how it works is crucial to making it work for you. This session delves into the fundamental aspects of credit, including credit scores, credit reports, and their […]
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Wills, Trusts, & Inheritance Planning
It’s never too early to begin working on your will and trust, and we’re here to help. Join us on February 12th for a free webinar: Wills, Trusts, & Inheritance Planning. This event is hosted […]
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TAP INTO WISE CREDIT CARD USE
Much like driving a car, understanding the rules and best practices of credit card use can significantly impact your financial journey. In this session, uncover the essentials of using credit cards wisely, from exploring various […]
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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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ARE YOU FINANCIALLY HEALTHY
We’ll talk about what it means to be financially healthy – which is so much more than just your credit score. True financial health is based on four key components: Spend, Save, Borrow, and Plan. […]
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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 […]
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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 […]
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.