Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
October 24, 2025
11:00a - 12:00p
Zoom meeting (link will be sent upon registration)
Retirement Focused Workshop
Join us for an informative session on retirement planning, where you'll learn how to evaluate your savings, estimate future income needs, and build a realistic retirement budget. We'll also cover essential topics like healthcare costs, long-term care planning, and estate planning to help you prepare for a secure and comfortable retirement.
October 24, 2025
10:00a - 11:00a
Zoom meeting (link will be sent upon registration)
Foundation of Financial Planning Workshop
This engaging and informative workshop is designed to help employees take control of their financial futures by covering key areas of personal finance. Participants will learn practical budgeting strategies, techniques for reducing debt, and how to build a solid emergency fund. The session also guides attendees in setting financial goals and making informed investment decisions to support long-term asset accumulation. Retirement planning is a major focus, with insights into how to grow retirement savings and convert them into sustainable income during retirement years. Additionally, the workshop highlights the importance of risk management through insurance and other protective measures to safeguard against unexpected events. Finally, employees will be introduced to basic legacy planning strategies to help preserve and pass on their assets in alignment with their wishes.
October 23, 2025
12:30p - 1:30p
Zoom meeting (link will be sent upon registration)
Foundation of Financial Planning Workshop
This engaging and informative workshop is designed to help employees take control of their financial futures by covering key areas of personal finance. Participants will learn practical budgeting strategies, techniques for reducing debt, and how to build a solid emergency fund. The session also guides attendees in setting financial goals and making informed investment decisions to support long-term asset accumulation. Retirement planning is a major focus, with insights into how to grow retirement savings and convert them into sustainable income during retirement years. Additionally, the workshop highlights the importance of risk management through insurance and other protective measures to safeguard against unexpected events. Finally, employees will be introduced to basic legacy planning strategies to help preserve and pass on their assets in alignment with their wishes.
October 23, 2025
11:30a - 12:30p
Zoom meeting (link will be sent upon registration)
Foundation of Financial Planning Workshop
This engaging and informative workshop is designed to help employees take control of their financial futures by covering key areas of personal finance. Participants will learn practical budgeting strategies, techniques for reducing debt, and how to build a solid emergency fund. The session also guides attendees in setting financial goals and making informed investment decisions to support long-term asset accumulation. Retirement planning is a major focus, with insights into how to grow retirement savings and convert them into sustainable income during retirement years. Additionally, the workshop highlights the importance of risk management through insurance and other protective measures to safeguard against unexpected events. Finally, employees will be introduced to basic legacy planning strategies to help preserve and pass on their assets in alignment with their wishes.
April 26, 2023
5:30p - 6:45p
Zoom Webinar