Events and Seminars

Teaching you how to make your dreams a reality.

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

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.

Becoming a Homeowner

Dreaming of home ownership? We can help you be prepared to make this dream a reality.

Planning for Money Milestones

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.

Becoming a Homeowner

Dreaming of home ownership? We can help you be prepared to make this dream a reality.

Planning for Money Milestones

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.

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.