Estate Planning – Leaving Your Legacy
Friday, May 1st, 2026
When you hear “Estate Planning,” what comes to mind? If it makes you think of the rich and famous, or someone older than you, you’re not alone. People often associate estate planning with something only wealthy or elderly people need, but the truth is everyone needs some form of estate plan.
Join us as we discuss wills, guardianships, trusts, POAs, beneficiaries and more.
Paying for College – Navigating Higher Education Costs
Friday, May 1st, 2026
The question of “How are we going to pay for college?” is one that many parents and students must answer. Going to college is more expensive than ever and navigating through the process can be challenging.
Join us as we walk through the information you need to know and steps to make the journey less overwhelming and confusing.
Caring for Aging Parents – Knowing When and How to Help
Friday, May 1st, 2026
Providing car and support to parents while also managing your own financial responsibilities is a delicate balancing act that requires careful planning and consideration. It means assisting with their immediate and long-term needs while safeguarding your own financial future.
Join us as we discuss when and how to help care for your aging loved ones.
Retirement Radar – Plan for What
Wednesday, May 22nd, 2024
No one can work forever, and few people want to. So, whether your goal is to retire early or retire at the traditional retirement age, it’s vital to have a plan to help get you there. An increase in average life expectancy, the desire to maintain a comfortable lifestyle, and uncertainties around social security all combine to make sound retirement planning even more important.
We discuss this and more in our workshop.
Automobile Advice – Buying or Selling a Vehicle
Wednesday, May 22nd, 2024
Buying or selling a car (truck, van, SUV, etc.) is the second biggest financial transaction most people will make in their lifetime. With that being the case, you want to do it in the most advantageous way possible.
Join us for a discussion about the inside secrets and techniques you need to know to get the best deal possible the next time you buy a car. You will also learn how to sell one for top dollar.
Investing Insights – Opportunities to Build Wealth
Wednesday, May 22nd, 2024
Are you saving enough for retirement? Do you ever get confused or overwhelmed with all the different investment options out there? If you own a small business, are you taking advantage of the tax-advantaged investment accounts available to you? What about college savings?
Join us as we discuss these and other investment topics.
Insurance Needs – Insuring What Matters
Wednesday, May 22nd, 2024
The word “needs” in the title of this worship is intentional. Insurance is all about protecting you and your loved ones against things that could potentially wreak havoc on your financial well-being and stability.
Join us as we discuss the various types of insurance, how much you need, policy options and ways to save on premiums.
Using Credit Wisely – Tips for Managing Your Credit
Wednesday, May 22nd, 2024
Have you ever felt a little unsure about your credit and debt-related topics? If so, you are not alone.
Join us for a discussion on:
- How to build or repair credit
- What’s in a credit score
- Significance of rates and terms
- Tips on all types of credit
- How to get out of debt
- Dealing with collectors
- Bankruptcy types and alternatives
Money Mindsets – The Importance of Finding Your Why
Wednesday, May 22nd, 2024
Have you ever thought about why you do the things you do with your money? Decisions are made using a blend of logic and emotion, and emotion is often the biggest factor. Identifying your “why,” meaning the reasons behind your choices and actions, is an important task.
Reach out to us to discuss the types of mindsets that will help you reach your financial goals.
A Budget that Works – Keys to Intentional Spending
Wednesday, May 22nd, 2024
Do you know how much money you’re bringing in and shelling out on a weekly, monthly, and annual basis? Have you ever tried to make a budget only to find it difficult—if not impossible—to stick to it? Does there always seem to be too much month left at the end of your money?
We will discuss a variety of solutions that will help you create a budget that works.
