Free Financial Seminars and Webinars
Correctly investing, planning and saving your money for life’s biggest moments can seem like a daunting task, but it doesn’t have to be. We’re here to provide easy to understand information to help you navigate your unique financial situation.
Select a topic below to learn more and search for an event in your area.
Select a topic to learn more:
Taxes in retirement
If you’re nearing retirement or already retired, you need to understand how taxes impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars.
You’ve saved, invested and taken advantage of workplace retirement plans to create your nest egg, but is it enough? This course will help you create lasting retirement income.
One of the most important decisions you need to make before you retire is when to claim Social Security benefits. This course is designed to help you get the most out of it.
If you hope to leave a substantial legacy for your loved ones and charitable causes, let us help you by providing guidance for proper planning and sound financial strategies.
401(k) and Roth IRA
Our 401(k) seminars teach you what you need to know about retirement account planning and will include numerous tips to potentially maximize your return.
Setting your child on the right foot and preparing them for not only college, but for success, can seem like an overwhelming task. Luckily, we’re here to help you learn how to save and reduce costs.
Women in Investing
As a woman, there are competing priorities that can get in the way of planning for a financial future, but that doesn’t mean they have to stop you from doing so. We’re here to help you take control.
Taxes in Retirement – Canada
If you’re on the verge of retirement, you may have questions about your savings and how to best protect them. This course is designed to help you set yourself up for success in order to optimize and protect your retirement income.
Retirement Helper – Canada
Have you saved enough for retirement? The goal of this course is to teach you how to plan and set yourself up for success so you can optimize your retirement income.
Estate Planning – Canada
Worrying about your legacy and how it will affect your loved ones is only natural, so having an estate plan in place is essential. While the process can seem overwhelming, we’re here to help.