Events and Seminars

Teaching you how to make your dreams a reality.

Using Credit Cards Wisely

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.

Unchartered Communication

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!

Psychology of Spending

Join us to discover strategies and tactics to decode your personality type to improve control over your finances.

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.

Are You Financially Healthy

Can your finances use a check-up? Join us to learn what it means to be financially healthy (Hint: It goes way beyond your credit score.)

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.

Are You Financially Healthy

Can your finances use a check-up? Join us to learn what it means to be financially healthy (Hint: It goes way beyond your credit score.)

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

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.