Workshops & Webinars
Closing Docs 101: Understanding Your Mortgage Paperwork
Wednesday, June 4 | 6:00 PM ET
In this session, we’ll walk through the Closing Disclosure and other essential paperwork—explaining what each section means, how fees are structured, and what to expect on closing day.
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Senior Scam Alert: What to Know and How to Stay Safe
Wednesday, June 11 | 6:00 PM ET
In this webinar, we’ll break down the most common scams aimed at older adults, how to recognize warning signs, and what you can do to protect yourself or a loved one from financial harm.
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Annuities 101: What They Are, Types, and How They Work
Wednesday, June 18 | 3:00 PM ET
Join us as we break down the basics of annuities. We’ll explore what annuities are, the different types available, and how they can help provide reliable income in retirement.
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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.
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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.