Thirty minute power sessions with our financial advisor working through topics such as budgeting, investing, 401ks, etc. Takes place on the THIRD Wednesday of each month.

3/16: Tax Bites: What you need to know before you file your taxes
4/20: An Investor’s Tour of Mutual Funds
5/18: Buying a Home: Is Real Estate the Right Investment?
6/15: Am I Saving Enough? How to Know What to Put Away & When…
7/20: What Types of Insurance Make Sense to Invest In?
8/17: Getting Your Financial House in Order
9/21: Maximizing my 401k
10/19: Budget Tips & Tricks

*Topics subject to change

Purchase your Corporate Program here.

Purchase your Individual Program here.