April 30 & May 28 – Family Money Matters

In times of crisis, we are reminded that family is important and so is money management. However, talking about family finances can be uncomfortable even in the best of times. In this webinar, families are encouraged to take extra time together to address their current financial situation and plan for the future. This webinar will provide education and insight on overcoming unexpected events, coping with loss, and will encourage meaningful conversations about family money matters as we establish a new normal.

Our partner Balance will present this free webinar on two dates:


June 9 & 18 – Understanding Credit

Credit: Many want it but how do you get it? This webinar covers all aspects of becoming an educated credit consumer, including how lenders evaluate for credit approval, factors that impact credit qualification, how credit scoring works, and ways money management today impacts credit standing tomorrow.

Our partner Balance will present this free webinar on two dates:

July 14 & 23 – The Psychology of Spending

We all have a “money personality” and it has a major impact on our attitudes, relationship with money, and spending habits. By understanding this, individuals can monitor and adjust their behaviors to make smart money decisions. This webinar will teach strategies and tactics to decode personality types to gain control over your finances.

Our partner Balance will present this free webinar on two dates:

30 ways to Trim your Budget Today

Stretching your budget is a necessary step to achieving your financial goals, especially during uncertain economic times. Learn smart ways to save on the things that impact your finances most, such as food, utilities, transportation, medicine and much more.

Our partner Balance will present this free webinar:


Request Financial Guidance Today!

Our Certified Financial Specialists are ready to help you achieve financial freedom.

Submit an inquiry