Events and Seminars

Teaching you how to make your dreams a reality.

Solving the Mystery of Credit Reports

Join us for an overview of credit bureaus, credit scoring, guidance to dispute inaccuracies, improving credit scores, and dealing with identity theft and fraud.

The Basics of Investing

Join us for a conversation about asset classes, asset allocation, diversification, and why it’s important to take action sooner rather than later.

On the Road to Riches

Learn about savings strategies and tactics, investment tools, and how to develop an investment portfolio that works with their lifestyle and budget.

Using Home Equity

Join us for a conversation where we will discuss the pros and cons of borrowing against your equity and also review the different ways you can do so.

Retirement Planning: The Basics

Learn how to harness the power of time, optimize investments to reach their long-term goals, and understand how the economy and taxes can impact their retirement dollars.

Repaying Student Loans

These days there are many options to help repay these loans. Learn about the choices available during this session.

Becoming a Homeowner

Homeownership starts well before the contracts are signed—preparation is one of the keys to a smooth home buying process.

Investing in Real Estate

Investing in real estate can be a great way to boost income—if done wisely.

Ten Steps to Financial Success

We all measure financial success differently, but all paths to get there require discipline and goals.