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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





 



Q1 2023 Investment Review & Retirement Implications

THURSDAY, april 20th, 2023

11:30AM

REGISTER

A review of what's happening with investment markets and a topical investment lesson to help make you a more educated long-term investor.  

Financial Planning for College

THURSDAY, may 18th, 2023

11:30AM

REGISTER

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.  

Caring for Aging Parents

THURSDAY, june 15th, 2023

11:30AM

REGISTER

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.

Mid-Year Investment Review & Education

THURSDAY, july 20th, 2023

11:30AM

REGISTER

A review of what's happening with investment markets and a topical investment lesson to help make you a more educated long-term investor.  

Housing & Finances

THURSDAY, august 17th, 2023

11:30AM

REGISTER

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.

Common Employer Benefits + Financial Planning

THURSDAY, september 21st, 2023

11:30AM

REGISTER

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.

Q3 2023 Market Update + Investor Education

THURSDAY, October 19th, 2023

11:30AM

REGISTER

Brief discussion of what's happening with investment markets coupled with information to help make you a more educated long-term investor.

Year-End Financial Planning Tips

THURSDAY, november 16th, 2023

11:30AM

REGISTER

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.

Estate/Family Planning Basics

THURSDAY, December 21st, 2023

11:30AM

REGISTER

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.