Financial Education Seminar and Workshop Schedule

What’s really in that retirement plan you have?  How much is that insurance policy actually costing you?  Is the bank truly the safest place for that cash?  Come have a coffee and learn what questions to ask the professionals who are helping you with your money (or what questions to ask if you need a professional to help you).

Protecting your family and your finances means knowing the total picture.  What hits the checkbook is only part of the story.  Spend the evening learning what information is important to know to make sure you can handle whatever happens.

From cash flow to debt management, credit reports to planning for the future, knowing the basics can help you get started on the right foot (or get you back on solid footing).  Join us for a conversation on how to make the most of what you have.

Whether it is a sudden unexpected event or a slow process, helping our parents age gracefully can be a complicated situation.  Join us for an evening learning what signs to watch for and tips on how the navigate the ever expanding variety of services designed to help.