Events and Seminars

Join us as we talk about savings strategies and tactics, investment tools, and how to develop an investment portfolio that works with your lifestyle and budget.

Join our conversation that will help guide parents on effective ways to educate children about financial responsibility that can last a lifetime.

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.

Identity theft is becoming more common and sophisticated than ever. We’ll talk about the methods that identity thieves use to access confidential information, tools for preventing ID theft, and steps to take if identity theft happens to you.

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.

Identity theft is becoming more common and sophisticated than ever. We’ll talk about the methods that identity thieves use to access confidential information, tools for preventing ID theft, and steps to take if identity theft happens to you.

A credit card can be a valuable financial tool. However, before racking up big charges on multiple cards, we'll share smart ways to handle credit cards and how to take a disciplined approach.

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.

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, wiping out debt, and much more!

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.

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, wiping out debt, and much more!