Events

In order to achieve long-term financial success, one must first identify the goals they want to achieve. Participants in this workshop will learn how to determine realistic financial goals and develop an action plan to accomplish these goals.

In this Intro to Medicare session, you’ll learn what questions to ask, when you should apply, and other options to consider to get what’s right for you.

In this Intro to Medicare session, you’ll learn what questions to ask, when you should apply, and other options to consider to get what’s right for you.

Establishing good credit goes far beyond simply being approved for a credit card or loan. This workshop will teach participants how credit can impact their daily life and the role that establishing and maintaining good credit can play in achieving their overall financial goals.

When the market dips, what do you do? How do you react? Without a plan, reacting based on your instincts could hurt your long-term financial goals. Learn steps you can take now to prepare to weather a bear market.

Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. But do you know the rules of the road when it comes to Social Security?

Student loan debt is on the rise and understanding how to manage that debt is crucial to building a strong financial future. The workshop is designed to help student loan holders understand their options and bring their debt under control.

Planning for retirement is never easy and maneuvering through Medicare rules and regulations is one more step in an already confusing process. Here’s an opportunity to attend a valuable education seminar on this important topic, at no cost and no obligation: