Events and Seminars

Teaching you how to make your dreams a reality.

Sandwich Generation

Join us to talk about how to manage ageing parents’ medical, legal and financial needs, while ensuring to stay financially prepared for the kids’ future.

Personal Finance for College Students

Join our conversation where we’ll talk about credit (how to use it wisely), tools to develop a positive credit history and score, how to create and manage your own budget, ways to track spending, and options for student loan repayment.

Sandwich Generation

Many people are struggling navigating all the responsibilities that come from being in the Sandwich Generation -- caring for aging parents while still supporting your own children.