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Budgeting Workshop

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, […]

Top 10 Items to Consider as you are Approaching Retirement

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, […]

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 […]

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 […]