The Basics of Financial Wellness
This workshop discusses fundamental financial concepts including creating a spending plan, savings and retirement, credit management, and protecting your financial well-being by learning about insurance.
Investing 101
Designed to provide beginning investors with the knowledge to understand different types of asset classes including stocks, bonds, money markets, mutual funds, index funds, and more.
Building A Tax Smart Retirement
Uniquely suited for C-Suite executives, high-income earners, or individuals with complex compensation arrangements (including restricted stock units and/or grants) to gain an understanding of how to manage taxes during the pre-retirement and retirement stages of their lives.
Estate Planning Fundamentals & Beneficiary Pitfalls
Learn the difference between probate and non-probate assets while explaining the components of a will. Additional discussion will include explaining the function of a trust within an estate, different types of trusts, and why beneficiary verbiage matters.
Retirement Readiness & Maximizing Your Pension
Specifically for individuals at or near retirement. Topics include social security strategies and Medicare planning. Additional topics includes survivorship benefits, pension maximization strategies, and how to evaluate payment elections and/or lump sum payout options of pension plans.
