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April 2021
Money 101 Webinar
Whether you are just starting out with investing or need a refresher, this is perfect for you! The first step in investing is to secure a strong financial foundation and to build on that foundation. In this workshop, we will discuss how to save and invest wisely, credit, asset allocation, saving for retirement and more. If you want to get started on your way to financial happiness, you do not want to miss this!
Find out more »Kids and Cash Webinar
Do you feel overwhelmed talking and teaching your kids about money? Many of us wish we had learned more about money earlier in life and often feel intimidated by it. This interactive workshop will help you teach your kids about money. This class is designed for both you and your child to take together and takes a hands-on approach with a focus on allowances, college savings, wants vs. needs and your role as a parent. You will leave with a…
Find out more »May 2021
Social Security: Preparing for Retirement – Webinar
When it comes to Social Security, things can get confusing. Join us for this live webinar presented by Graham Kimmerer from MFS as he dives into this overwhelming topic to help answer your questions and alleviate your anxiety around Social Security. He will discuss how retirement benefits are calculated, spousal, survivor and divorcee benefits, taxes and your retirement plan.
Find out more »June 2021
Spring Open House
We are hosting our annual spring open house on Thursday, June 17th from 2:00pm-5:00pm on our new patio! We will have refreshments, games of cornhole as well as Cookie Dough Bliss and Tin Fish food trucks! There is no cost to attend but registration is required. We hope you can make it!
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