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
The data is undeniable that education opens the door to career opportunities and higher lifetime earnings. While that sounds great the reality is the cost of education can make college unattainable. Helping your children or loved one 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:
1) Financial Aid
2) Scholarships
3) Personal Savings
4) Loans
Buying or selling a home is a major financial decision no matter your stage of life. In this webinar we will take about everything you should consider before buying or selling your first home, your retirement home or a rental property. We will have real estate professionals co-presenting to provide their expertise and insights on the current market and share their experiences working with buyers and sellers in all of these situations.
2026 Q2 Mid-Year Investment Market Update + Investor Education
THURSDAY, July 16TH, 2026
11:30AM
Join us as we:
1) Look back on the investment markets over the 1st half of the year,
2) Talk about our outlook for what will impact markets in the months ahead,
3) Provide education on basic investment principles to help you become a more informed investor
Year-End Financial Planning Reminders - Don't Wait Until the Last Minute!
THURSDAY, August 20th, 2026
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 common benefits and how they play into your personal tax, wealth building and wealth protection planning.
Join us as we:
1) Look back on the investment markets in the 3rd quarter,
2) Talk about our outlook for what will impact markets in the months ahead,
3) Provide education on basic investment principles to help you become a more informed investor
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 their 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.