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This orientation session introduces financial goal setting and explains how we can help you achieve financial well-being with a personalized and holistic approach. You will learn how a financial wellness […]
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, […]
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, […]
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 […]