Workshops & Webinars
Summer Funding Solutions: Smart Ways to Finance Your Best Season Yet
Wednesday, June 25 | 6:00 PM ET
From vacations to backyard upgrades, summer spending can add up fast. In this webinar, we’ll share smart, budget-friendly strategies to help you manage costs and make the most of the season.
Register Now
Cruise into Summer: Your Guide to Smart Auto Buying
Wednesday, July 2 | 6:00 PM ET
Join us for a helpful session on navigating the car-buying process with confidence. From researching vehicles and understanding dealer tactics to exploring financing options and planning your budget, this webinar will give you the tools to make smart, informed decisions—whether you're buying new or used.
Register Now
Retire Smarter: Strategies for a Worry-Free Future
Wednesday, July 9 | 6:00 PM ET
Join us for an informative session with Michael Schimmel, Financial Advisor from Fellows Financial Group, as he shares key strategies to help you retire with confidence. Learn how to create guaranteed income, protect your savings from market volatility, and minimize taxes—so you can enjoy the retirement you’ve worked hard for.
Register Now
Spot the Spoof: Protecting Yourself from Phone Scams
Wednesday, July 16 | 6:00 PM ET
Scam calls are getting more convincing—and dangerous. Join us for this important session where we’ll break down how phone spoofing works, common scam tactics to watch for, and how to protect yourself and your loved ones. Learn what to do if you’ve been targeted and how to stay one step ahead of fraudsters.
Register Now
View Previous Webinar Recordings
Request a Webinar
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.
Submit Your Request
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.