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Top 10 Financial Tips for New Parents

Designed with growing families in mind, this seminar will outline essential financial tips for new and expecting parents. The course will cover topics such as planning for childcare costs, life/health insurance considerations, starting a 529 for college savings, maintaining a will, and adjusting household budgets for the costs of raising children. The goal is to […]

How Your Behavioral Biases Affect Your Finances

This session will explore the psychology behind financial decision-making. Attendees will learn about common cognitive biases, such as confirmation bias, overconfidence, loss aversion, and the gamblers fallacy. These biases, as well as numerous others that were not listed, can negatively impact how individuals save, spend, and invest. The seminar aims to increase self-awareness and provide […]