(After each event, recordings of them will be available for viewing for 90 days! Register with the QR code below for access.)
Wednesday, Nov. 1 at noon
Prepare for Your Future: A Guide to Saving and Investing
Developed with women in mind, but useful for anyone else interested in making a comprehensive plan! This webinar covers core concepts of investment strategies, taking on life’s challenges, a financial personality type quiz and goal setting.
Thursday, Nov. 2 at 3 p.m.
Create a Legacy: Your Guide to Charitable Giving
Understand the strategic differences between gifting during life or at death, the tax impacts of each and how to maximize your charitable donations. This webinar offers tips for choosing organizations to benefit and determining what asset type to donate.
Wednesday, Nov. 8 at 2 p.m.
Take Control of Your Financial Life: 5 Steps to Managing Money and Debt
Learn how to manage your money and balance your priorities so you can enjoy life now and save for the future. This webinar covers balancing income and expenses, creating a spending plan, strategizing with debt and building your credit score.
Wednesday, Nov. 15 at noon
Invest for Success: Fine-Tuning Your Retirement Strategy
If you’re in or near your peak earning years, move beyond the basics to build a secure retirement. This includes adopting a saving lifestyle, avoiding pitfalls that can sabotage your saving and planning carefully before retiring.