Workshops & Webinars

Scam-Proofing Your Life: Practical Ways to Stay Protected
Wednesday, March 18 | 6:00 PM ET
Fraud attempts are part of everyday life, but there are practical steps you can take to lower your risk. This session will focus on straightforward strategies to help you strengthen your personal protections and feel more confident handling unexpected or suspicious situations.
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From Planning to Purchase: Making Big Decisions With Confidence
Wednesday, March 25 | 6:00 PM ET
Thinking about a major purchase? This session covers practical steps to evaluate costs, compare financing options, and choose a strategy that supports your goals—so you can move forward with clarity and confidence.
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Would you like our experts to provide one of these webinar sessions to your employees at no cost? It's a free benefit for the Select Employee Groups that we serve. Contact [email protected] to schedule your webinar today.
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Webinar content is for educational purposes only and is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.


