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
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 one get access to higher education can be the greatest gift of all.
In this presentation, we will cover the "3- legged stool" of personal financing, scholarships and financial aid that can be used to pay for private high schools and college.
Many American workers struggle with the time and potentially financial demands of looking after aging loved ones. In this presentation we will discuss housing, legal and financial considerations to help you and your loved ones navigate the many difficult decisions that can come with aging and long term health care.
A review of what's happening with investment markets and a topical investment lesson to help make you a more educated long-term investor.
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 some things for you to consider in each of these situations.
Don't let another year go by where you get blind sided by your benefit open enrollment 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 taxes or both.
Brief discussion of what's happening with investment markets coupled with information to help make you a more educated long-term investor.
We will review check-list of action items for you to consider prior to the end of the calendar year to help make sure you don't miss out on any opportunities.
It's holiday season when generations of family and friends gather together. Do you have plans in place to protect yourself and your loved ones? Are you the executor, guardian, power of attorney or trustee for somebody else's estate plan?
Learn about wills, medical directives, powers of attorney, trusts and beneficiary designations and how to talk with your family about them.