This seminar will guide participants through the features and benefits of their Halifax Health Retirement Plan. Topics will include how to enroll, what a 403(b) plan is, understanding employer matches, investment choices, and the long-term benefits of early and consistent investing. Participants will also learn basic investing principles, such as asset allocation, diversification, and risk […]
This workshop will help participants to create and manage a budget. The workshop will cover the fundamentals and importance of tracking both income and expenses, setting financial goals, managing debt, and building an emergency fund. Attendees will also learn how to use budgeting tools as well as strategies for staying on track throughout the year. […]
This session will highlight the most important financial and lifestyle considerations for those nearing retirement. Participants will learn how to estimate retirement expenses, understand healthcare/Medicare options, evaluate sources of income, and create a retirement account withdrawal strategy. Attendees will leave with a clearer understanding of how to prepare for a smooth transition into retirement.
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 […]
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 […]