Events and Seminars

Teaching you how to make your dreams a reality.

Rebuilding After a Financial Crisis

Unexpected events like a job loss, a medical crisis, or other hardship can send a normal financial situation into a tailspin. Join us for a conversation about getting your finances back on track, including budgeting, repaying debt, rebuilding credit, establishing emergency savings, and replenishing retirement savings., Register Here  

Becoming a Home Owner

Dreaming of home ownership? We can help you be prepared to make this dream a reality Join us to learn more about the process from major pre-purchase topics such as budgeting, the down payment, credit reports, debt-to-income ratios, and the mortgage lending process. We can help you be prepared to make this dream a reality. Register Here  

Planning for Money Milestones

Do you have financial goals you want to meet? Maybe it’s paying off debt, buying a house, or simply building a budget or controlling your expenses. Join our conversation about building a positive financial future—without sacrificing fun—we’ll talk about how to take a realistic approach to managing finances. We’ll cover SMART goals, getting financially organized, building a budget, controlling expenses, Read More

Becoming a Home Owner

Dreaming of home ownership? We can help you be prepared to make this dream a reality Join us to learn more about the process from major pre-purchase topics such as budgeting, the down payment, credit reports, debt-to-income ratios, and the mortgage lending process. We can help you be prepared to make this dream a reality. Register Here  

Planning for Money Milestones

Do you have financial goals you want to meet? Maybe it’s paying off debt, buying a house, or simply building a budget or controlling your expenses. Join our conversation about building a positive financial future—without sacrificing fun—we’ll talk about how to take a realistic approach to managing finances. We’ll cover SMART goals, getting financially organized, building a budget, controlling expenses, Read More

Finances for New Families

Getting married. Having kids. These are exciting milestones in life for many, but also present new financial situations and decisions to make immediately, and for the long term.

Sandwich Generation

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

Finances for New Families

Getting married. Having kids. These are exciting milestones in life for many, but also present new financial situations and decisions to make immediately, and for the long term.

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.