Understanding Social Security

Social Security is an important part of your overall retirement income. Learn the basics to better understand how it can fit into your retirement plan.

October 12 & 21 – Using Credit Cards Wisely

A credit card can be a valuable financial tool when used to your advantage. Join this webinar to learn smart ways to handle your credit cards with a disciplined approach. This will help you feel in control of your financial future every time you use a credit card.


October 13 – Raising Money Smart Kids

Whether you’re a born saver or you can’t resist the temptation to shop, you can learn to be your child’s guide on their own money-smart journey. Learn the important financial skills your kids need to know, how to set up an allowance that will grow with your child, and tips and tactics that you can use along the way. 

Our guest speaker John Lanza is an expert on youth financial literacy and author of The Art of Allowance: A Short, Practical Guide to Raising Money-Smart, Money-Empowered Kids and host of The Art of Allowance Podcast. John and his programs have appeared in The New York Times, LA Times, and The Wall Street Journal.


October 27 – Tax-Free Investing

Did you know that over 50% of Americans think they are paying too much in taxes? If you think you’re paying too much in taxes and want to keep more of what you earn, join us for a complimentary webinar where you’ll learn about different tax-free investing options. The higher your tax bracket, the more beneficial these investments may be for you.


November 9 & 18 – Rebuilding After a Financial Crisis

A job loss, a medical crisis, or other hardship can send your finances into a tailspin. In this webinar, you will learn how to get your finances back on track, including budgeting, repaying debt, rebuilding credit, establishing emergency savings, and replenishing retirement savings. Dealing with a crisis isn’t easy, so we’re here to offer resources that can give you the firm footing you need to take the next steps.


November 10 – Fraud Prevention

Each year millions of consumers lose their money, their privacy and, in some cases, their safety to scammers. While fraud perpetrators are widespread, there are ways to avoid becoming their next victim. This webinar will educate and empower you to recognize and avoid all types of scams — whether online, by phone, by mail, or in person. Protect yourself and your family by protecting your information and your finances.


December 7 & 16 – Ten Steps to Financial Success

We all measure financial success differently, but all paths to get there require discipline. This session will teach you that discipline – including developing a spending plan, creating objectives, and weighing insurance needs.


December 15 – Understanding Credit

If you’re thinking about how the financial decisions you make today may impact your credit in the future, then this interactive workshop is for you. Join us as we discuss how to use your credit wisely, and why it’s more important than ever to monitor your credit report.


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