Explore Upcoming Financial Workshops

This workshop explains key differences between federal and private student loans, and compares eligibility, interest rates, repayment plans and more. Participants will learn how to choose the option that best suits their needs.

At this informative session Members will learn:

-Why a Living Trust is so important for homeowners;

-What is the difference between a Living Trust and a Will;

-How to avoid the costly, public and time consuming probate process;

-How to plan for incapacity, protect your family and your assets.

-How to safeguard minor children and special-needs dependents.

Attendees will also learn how to prepare their Successor Trustee for what’s to come by presenting the following:

-Duties and responsibilities of a successor Trustee;

-Practical challenges facing individual Trustees; and

-Resources available to help your Trustee with proper Trust Administration.

This workshop explains key differences between federal and private student loans, and compares eligibility, interest rates, repayment plans and more. Participants will learn how to choose the option that best suits their needs.

Elder financial exploitation is a growing concern that affects millions of seniors each year. Learn about common tactics used by scammers, how to recognize the signs of financial abuse, and practical steps to take if you suspect someone you know is being exploited.

Elder financial exploitation is a growing concern that affects millions of seniors each year. Learn about common tactics used by scammers, how to recognize the signs of financial abuse, and practical steps to take if you suspect someone you know is being exploited.

It may be called “the most wonderful time of the year” but December can also be filled with unwanted debt and overspending. Learn budgeting strategies and tactics to avoid year-end credit card crunch and future debt traps.

It may be called “the most wonderful time of the year” but December can also be filled with unwanted debt and overspending. Learn budgeting strategies and tactics to avoid year-end credit card crunch and future debt traps.