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, […]
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 […]
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 […]