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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.

SEMINARS & WEBINAR

3 THINGS YOU CAN DO THIS WEEK TO GET YOUR FINANCIAL HOUSE IN ORDER 
February 12, 2025, 2:00 pm – 2:45 pm Zoom

Join Dr. Darla Bishop, author of How to Afford Everything, for this webinar designed to help you gain clarity, control, and confidence with your finances. You’ll walk away with three simple, actionable steps you can implement immediately to start organizing your financial life – without sacrificing the things that make life meaningful.

Whether you’re just starting out or looking to refine your money management, this webinar will provide valuable tools to get you on track this week.

What You Will Learn:

  • How to uncover where your money is going and stop the leaks.
  • A basic system to automate your finances for less stress.
  • A proven strategy to tackle debt and start saving.

Who Should Attend?

  • Anyone with financial goals or who wants to create new financial goals 
  • Anyone who wants to learn the steps to create a financial plan
  • Anyone who wants to better understand their financial habits

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

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.