Workshops & Webinars

A Deep Dive into Romance Scams
Wednesday, February 18 | 6:00 PM ET
Romance scams are increasingly sophisticated and emotionally manipulative. This session takes a deep dive into how these scams work, the tactics used to build trust and urgency, and the red flags that can signal risk—before money or personal information is lost.
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IRAs Throughout the Year: What to Focus On and When
Wednesday, February 25 | 6:00 PM ET
Join us for a practical webinar that walks through the best times of year to contribute to an IRA, when to expect important tax forms, and key deadlines that can impact your planning.
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Understanding Credit: Reports & Scores
Wednesday, March 11 at 6:00 PM ET
Learn how credit reports and credit scores work together, what impacts your score, and how to spot and correct errors. We’ll also cover practical tips to build or improve your credit and clear up common myths.
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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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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.


