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Financial Wellness Series

Our informative sessions will cover the basic concepts and strategies dealing with:

  • Debt Management

  • Expense Management

  • Savings Strategies

  • Risk Assessment

  • Financial Analysis

  • Investments

  • Distribution Planning

  • Retirement Outlook

Budgeting and Debt Seminar

March 25

Budgeting & Debt

This course will look at the basics of budgeting and debt. You will learn how to save, create a budget, manage debts, and more. We will take a deep dive into different kinds of debt including credit cards, mortgages, and student loans. You will obtain tips and tricks to saving for short term expenses, as well as saving for retirement. By the end of the course, you will have a good understanding of which debt is good to have for an extended period and which should be handled immediately, leading you to become financially independent.

March 26


Investments can be great tools to help you prepare for retirement. This course will help you understand how Stocks, Bonds, CDs (Certificates of Deposit), Treasuries, and more can help you diversify your retirement plan. By the end of this course, you will have learned which can be applied to your retirement goals, while knowing that not every tool is meant for everyone.

Investments Seminar
Retirement Planning Seminar

March 27

Retirement Planning

Life has a funny way of changing people’s plans, but that doesn’t mean your retirement plan has to. This course will provide you with the tools and vehicles that can be used to put together your retirement picture. As we tie in our previous financial wellness courses, we will discuss different ways for saving for retirement by using retirement savings accounts, insurance, and a strong budget.

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