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
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 take effect in the 2024 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
Caring for Aging Loved Ones (Part Three): Navigating Care Options
Thursday, April 4th, 2024
11:30AM
Discussing difficult topics, like finances and healthcare, with aging parents and siblings can be scary, challenging & confrontational.
This third event in our series with author, Fern Pessin will focus on how to assess what, if any, care solutions are needed, making the call as a team and how to research options in your geographic area.
ADVANCED RESERVATION IS REQUIRED.
All participants will receive a complimentary digital copy of “I’ll Be Right There”.
A review of what's happening with investment markets and a topical investment lesson to help make you a more educated long-term investor.
The data is undeniable that education opens the door to career opportunities and higher lifetime earnings. Helping your children or loved ones get access to higher education can be the greatest gift of all.
In this presentation, we will cover the "4- legged table" of college funding:
- Financial Aid
- Scholarships
- Personal Savings
- Loans
The housing market has been flipped on it's head the last couple of years due to low inventory, huge prices and high mortgage rates. Whether your American dream is to buy your first home, forever home, vacation home or a rental property you should consider how such a major decision might impact your overall finances. In this webinar we will discuss the current residential housing market and how real estate can play into your greater financial plan.
Join us as we look back on the first half of 2024. As we do each quarter we will supplement our market review with some investor education based on the current market environment and headlines.
Year End Financial Planning Reminders - Don't Wait Until the Last Minute (Again!)
THURSDAY, August 15TH, 2024
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 2024. As we do each quarter we will supplement our market review with some investor education based on the current market environment and headlines.
Caring for Aging Loved Ones (How to Start the Conversation)
THURSDAY, November 14TH, 2024
11:30AM
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.