Financial Wellness Workshops
To carry out our mission of helping employees thrive professionally and personally we provide monthly financial wellness webinars with the goal of helping you build financial confidence and empowering you with tools to stay engaged and plan for your future. You can register for our upcoming events below and connect with us on your favorite social sites.
2026 Q2 Mid-Year Investment Market Update + Investor Education
Join us as we:
1) Look back on the investment markets over the 1st half of the year,
2) Talk about our outlook for what will impact markets in the months ahead,
3) Provide education on basic investment principles to help you become a more informed investor.
Thursday, July 16, 2026 11:30AM EST
Year-End Financial Planning Reminders - Don't Wait Until the Last Minute!
Thursday, August 20, 2026 11:30AM EST
Don't panic! There are still 4 months left in the year and you don't have to start holiday shopping just yet, BUUUUT you should start thinking about all of your financial planning to-do's that need to occur between now and the end-of-the-year. In this presentation we will review a check-list of action items for you to consider so you don't miss out on any opportunities and can maximize all of the benefits available to you.
Employer Benefits + Your Personal Financial Planning
Thursday, September 17, 2026 11:30AM EST
Many companies have their benefits open enrollment in October and November. Don't let another year go by where you get blind sided by the open enrollment window and feel rushed to make uninformed decisions. We will provide a primer on common benefits and how they play into your personal tax, wealth building and wealth protection planning.
Q3 2026 Investment Market Update + Investor Education
Thursday, October 15, 2026 11:30AM EST
Join us as we:
1) Look back on the investment markets in the 3rd quarter,
2) Talk about our outlook for what will impact markets in the months ahead,
3) Provide education on basic investment principles to help you become a more informed investor.
Estate Planning for Everyone
Thursday, November 19, 2026 11:30AM EST
Estate planning is not just for the rich and famous! In this webinar we will review the basic estate planning documents that everyone should have: Will, Medical Directives and Powers of Attorney. We will also discuss why account titling matters, beneficiary designations and the different types of trusts.
It's our hope this information will help prepare you for family conversations this holiday season.
Caregiving for Loved Ones
Thursday, December 17, 2026 11:30AM EST
Many American workers struggle with the time and potentially financial demands of looking after their loved ones. In this presentation we will focus on how to start having conversations with your aging loved one and your siblings or others that will be part of a caregiving team.