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
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
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. 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
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 view real estate int he context of your greater financial plan.