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July 2021
Webinar: Helping Children and Grandchildren Get Off to a Great Financial Start
Are the kids going to be alright? Financial results come from the small decisions we make and actions we take every day. You are the most influential financial teacher your child will ever have, so join us for some tips on teaching them the importance of making good financial decisions and learning from their mistakes.
Find out more »August 2021
Webinar: College Planning
Help save money on your children’s college tuition with proper planning. Learn how to evaluate financial aid letters, how parent and child assets impact financial aid packages, and explore key college funding data.
Find out more »September 2021
Webinar: 30 Minutes on Medicare Basics
Confused about Medicare? If you are retired, planning to retire, or concerned about retirement health care expenses, we will help you understand how to begin making important Medicare decisions.
Find out more »October 2021
Webinar: Cybersecurity
Have questions about cybersecurity? We can help! Learn about common scams, how to stay safe, and how to fight back.
Find out more »November 2021
Webinar: Year-End Planning
Make sure you are progressing toward your financial goals and that you have a plan for next year.
Find out more »December 2021
Webinar: Philanthropy and Charitable Giving: Get Good From Doing Good
Touch, Change, Improve, Impact, and Provide
We are all philanthropists through our payment of taxes that supports our society and humanity. The big question is, do you want the federal and state government to decide on the impact you will have, or do you want to take more control and potentially redirect what you could pay in taxes to the people, causes, and organizations you care about?
Find out more »
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