Events
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Ready to grow your wealth but unsure where to start? Join this workshop to learn about long-term wealth building and the fundamentals of investing, assets, risk management, diversification, and more!
Presented by the Department of Financial…
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Scammers are increasingly using sophisticated technology and methods to target you. Join this workshop to learn how you can protect yourself from deepfakes, AI-generated phishing attempts, and other manipulative tactics. Learn how to spot…
- ,Online event
Scammers are increasingly using sophisticated technology and methods to target you. Join this workshop to learn how you can protect yourself from deepfakes, AI-generated phishing attempts, and other manipulative tactics. Learn how to spot…
- ,Online event
Ready to break free of the debt cycle and regain control of your financial life? This workshop provides you with the knowledge and tools to control your spending, deal with creditors, and start your wealth building journey.
Presented by the…
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Navigating the homebuying process can be overwhelming, but our comprehensive workshop will equip you with the knowledge and confidence you need to secure financing, find the right agent, and make the dream of owning a home a reality.
Presented…
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Ever wondered whether it’s time to make a will . . . and then decided to think about it later?
The fact is most people really should have an official estate plan, including a will, a trust, health care directives, and more—but that costs…
- ,Online event
Regardless of your age, planning for the future is more than just financial security, it's about ensuring your wishes are honored and your loved ones are protected. Learn about wills, trusts, probate, beneficiaries, tax considerations,…
- ,Online event
In this workshop, learn about the different budgeting methods and how this essential skill can help you plan, build, and track wealth over time. You will also get the opportunity to build your own personalized budget and define your…
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Between ages 59.5 and 70 or 75, you have a lot of flexibility and control over your tax situation. We'll talk about how to smooth out your tax brackets during your retirement years to avoid big jumps in your tax bracket, and other related…
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Between age 59.5 and 70 or 75, you have a lot of flexibility and control over your tax situation. We'll talk about how to smooth out your tax brackets during your retirement years to avoid big jumps in your tax bracket, and other related…
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Between age 59.5 and 70 or 75, you have a lot of flexibility and control over your tax situation. We'll talk about how to smooth out your tax brackets during your retirement years to avoid big jumps in your tax bracket and other related…
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Ever wondered whether it’s time to make a will . . . and then decided to think about it later?
The fact is most people really should have an official estate plan, including a will, a trust, health care directives, and more—but that costs…
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Between ages 59.5 and 70 or 75, you have a lot of flexibility and control over your tax situation. We'll talk about how to smooth out your tax brackets during your retirement years to avoid big jumps in your tax bracket, and other related…
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We’ll get into the facts about SEP-IRAs, SOLO 401(k)s, Roth vs. Traditional IRAs, Backdoor Roths, the Mega-Backdoor, and other tax-advantaged savings opportunities. Figuring out which plans are best for you, whether you’re an employee or a…
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No two ways about it: Medicare is complicated. Being prepared before the time comes can save you a lot of headaches and ensure that you maximize the benefits available to you. Learn how to qualify for Medicare, when and how to apply for…