To carry out our mission of helping employees thrive professionally and personally we provide monthly financial wellness webinars with the goal of helping you build financial confidence and empowering you with tools to stay engaged and plan for your future.
You can register for our upcoming events below and connect with us on your favorite social sites.
Upcoming Events
Year End Financial Planning Reminders - Don't Wait Until
the Last Minute (again)!
THURSDAY, August 21st, 2025
11:30AM
Don't panic! There are still 4 months left in the year and you don't have to start holiday shopping just yet, BUUUUT you should start thinking about all of your financial planning to-do's that need to occur between now and the end-of-the-year. In this presentation we will review a check-list of action items for you to consider so you don't miss out on any opportunities and can maximize all of the benefits available to you.
Many companies have their benefits open enrollment in October and November. Don't let another year go by where you get blind sided by the open enrollment window and feel rushed to make uninformed decisions. We will provide a primer on some of the most common benefits offered and discuss how each might play a role in helping you protect your family, save on taxes or both.
Join us as we look back on the 3rd quarter of 2025. As we do each quarter, we will supplement our market review with some investor education based on the current market environment and headline.
Estate planning is not just for the rich and famous! In this webinar we will review the basic estate planning documents that everyone should have: Will, Medical Directives and Powers of Attorney. We will also discuss why account titling matters, beneficiary designations and the different types of trusts.
It's our hope this information will help prepare you for family conversations this holiday season.
Many American workers struggle with the time and potentially financial demands of looking after aging loved ones. In this presentation we will focus on how to start having conversations with your aging loved one and your siblings or others that will be part of a caregiving team.
Join us as we look back on markets and the economy in 2025 and as we do each quarter we will supplement our market review with some education to make you a more informed investor.
Every year presents new considerations as things change in your life and laws and regulations around us change. In this presentation, we will go over the basics of how to update or start creating a financial plan for yourself. We will update you on new laws and regulations that go into effect in 2026 and as always we will connect you with valuable tools that can help you stay engaged all year long.
For many tax time is the dreaded time where we are forced to dig up financial records for the past year, endlessly reset forgotten passwords and swear that we won't let this happen again next year. We can't help you organize your closets or tupperware drawer but by developing a system to organize your financial life you can reduce stress, gain a greater sense of control and stay on top of those personal finance "to-do's". In this 30 minute presentation we will cover:
- Steps to get organized (set goals, determine your net-worth, track your spending, create a budget)
- Tools to help you stay organized
- Calendar of important dates
- Checklist of age based financial reminders