SEMINARS & WEBINAR

Build your financial knowledge. We offer both in-person and online events to help you make your money work harder and smarter. Sign up to help your financial future go where you want it to.

MAKING THE MOST OF YOUR TAX REFUND
March 19, 2025, 2:00 pm – 2:45 pm Zoom

Are you one of the many Americans who receive a sizable tax refund each year but aren’t quite sure how to make the best use of it? If you find yourself wondering where last year’s refund went and want to make different choices this time around, this webinar is for you!

Join us to dive into a variety of strategies for making your tax refund work harder for you. Whether you’re looking to build up your savings, pay off debt, or invest in your future, you’ll leave with actionable tips and ideas to help you make decisions that benefit you both now and in the long run.

What You Will Learn:

The role behavioral economics plays in how you handle your refund
How to prioritize these dollars to strengthen your financial foundation
Strategies for prioritizing based on your financial goals

Who Should Attend?

Anyone expecting a tax refund this year
Anyone who would like to use their refund to reach their financial goals
Anyone who wants to make strategic decisions with these dollars

If you can’t attend live, please still register, and the recorded webinar will be sent to you after the event.

register now

3 THINGS YOU CAN DO THIS WEEK TO GET YOUR FINANCIAL HOUSE IN ORDER
April 30, 2025, 2:00 pm – 3:00 pm Zoom

Are you one of many people who have created a spending plan in the past and had trouble sticking to it? If so, you are not alone!

In this webinar, we will be guiding you through the process to create a plan for where you want and need your dollars to go each month. You’ll leave knowing what your monthly spending plan is, and with tips to stick to it.