Events and Seminars

Can your finances use a check-up? Join us to learn what it means to be financially healthy (Hint: It goes way beyond your credit score).

Join us for a conversation about getting your finances back on track, including budgeting, repaying debt, rebuilding credit, establishing emergency savings, and replenishing retirement savings.

Dreaming of home ownership? We can help you be prepared to make this dream a reality.

Join our conversation about building a positive financial future—without sacrificing fun—we’ll talk about how to take a realistic approach to managing finances.

Dreaming of home ownership? We can help you be prepared to make this dream a reality.

Join our conversation about building a positive financial future—without sacrificing fun—we’ll talk about how to take a realistic approach to managing finances.

Join us for an overview of credit bureaus, credit scoring, guidance to dispute inaccuracies, improving credit scores, and dealing with identity theft and fraud.

Join us for a conversation about asset classes, asset allocation, diversification, and why it’s important to take action sooner rather than later.

Learn tips and tricks to have the best car shopping experience possible, while also making wise financing decisions.

Learn about savings strategies and tactics, investment tools, and how to develop an investment portfolio that works with their lifestyle and budget.