Workshops & Webinars
The Great Wealth Transfer: How to Pass and Receive Wealth
Wednesday, January 22 | 6 PM ET
Whether you're planning your legacy or preparing to receive an inheritance, this session will cover essential topics such as saving and investing, beneficiary planning, and maximizing financial security for future generations.
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Guarding Your Finances in 2025
Wednesday, January 29 | 6:00 PM ET
Learn practical tips for protecting your finances in the new year, including setting financial goals, monitoring credit, preventing fraud, and using financial tools for added security.
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Spring into Action: Financing Tips for Home Improvements
Wednesday, February 5 | 6 PM ET
Get ready to tackle your spring home projects with confidence! In this webinar, we’ll explore home improvement loan options, covering eligibility requirements, loan terms, and financing strategies for projects big and small. Learn how to leverage your home’s equity for major upgrades or use unsecured loans for quick renovations.
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Love & Finance: Building Financial Harmony in Your Relationship
Wednesday, February 12 | 6 PM ET
Whether you’re newlyweds or long-time partners, this session will provide valuable insights to strengthen both your connection and your financial future. Plus, attendees have a chance to win a $200 Visa® Dining Gift Card! Don’t miss this opportunity to enhance your relationship and financial harmony.
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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.