Events and Seminars

Teaching you how to make your dreams a reality.

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.

Raising a Money Smart Kid

Earning money, spending and saving are important lessons children learn very early on in life.  We are here to help you set them up for success.

Raising a Money Smart Kid

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

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.

Identity Theft Solutions

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.