Financial Literacy

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A person working with a calculator

Jan. 20

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6:00 PM

Estate Planning for Minor Children

We know it’s hard. Thinking about someone else raising your children can stop you in your tracks. Let's talk about what you can do now, on your own or with the help of an attorney, to make sure that your loved ones are as prepared as possible to care for your minor children.
register
This class is full.
A couple speak to a financial advisor

Feb. 9

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10:00 AM

Estate Planing: How to Avoid Probate-Wills vs Trusts

How to Avoid Probate Wills vs Trusts class led by Mona Guziar and a local guest speaker experienced in real estate transactions. Be sure to bring your questions!
register
This class is full.
A couple meets with their financial advisor

Feb. 17

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6:00 PM

How to Avoid Probate-Wills vs Trusts

How to Avoid Probate Wills vs Trusts class led by Mona Guziar and a local guest speaker experienced in real estate transactions. Be sure to bring your questions!
register
This class is full.
A woman balancing her checkbook at a desk

Mar. 8

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5:30

Financial Fitness: The Power of Budgeting

Join us for this free, no obligation class, brought to you by local Financial Advisor Scott Richardson.Power of Budgeting is a 60-minute interactive seminar where we will explore the importance of creating and maintaining a budget, examine the difference between wants and needs, and set goals for personal spending, savings and debt repayment.
register
This class is full.
A person works on a financial sheet

Mar. 9

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10:00 AM

Estate Planning, Blended Families

Estate Planning for Blended Families course led by Mona Guziar and a local family law attorney as a guest speaker! You surely have heard many horror stories that happen when there are children on both sides and no written instructions. People remember things differently! Grief and decision-making, money and no designated person in charge do not mix well!
register
This class is full.
A person working on a financial sheet

Mar. 29

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10:00 AM

Estate Planning, Blended Families

Estate Planning for Blended Families course led by Mona Guziar and a local family law attorney as a guest speaker! You surely have heard many horror stories that happen when there are children on both sides and no written instructions. People remember things differently! Grief and decision-making, money and no designated person in charge do not mix well!
register
This class is full.
A woman at the front of a class, pointing at a student

Apr. 12

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5:30

Tax-Free Investing

Join us for this free, no obligation class, brought to you by local Financial Advisor Scott Richardson.Join us to learn how certain investments can deliver tax-free income and possibly keep you in a lower tax bracket
register
This class is full.
Laptops on a table from above

May 10

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5:30 PM

College: Getting There From Here

Join us for this free, no obligation class, brought to you by local Financial Advisor Scott Richardson.Whether your children or grandchildren are learning to crawl or learning to drive, you can help make a college education a reality. We’ll discuss questions to consider as you establish a college savings goal, strategies to help you reach your goal, and the features and benefits of 529 education savings plans.
register
This class is full.
A senior couple meeting with an advisor

June 14

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5:30 PM

Social Security: Your Questions Answered

Join us for this free, no obligation class, brought to you by local Financial Advisor Scott Richardson.Social Security likely will be the foundation of your retirement income. Before you retire, it’s important to understand your options with Social Security and the impact your decisions have on your retirement. We discuss how Social Security fits into your retirement income plan, when you should start taking benefits, and tax considerations.
register
This class is full.
A man using a calculator at a desk

July 12

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5:30 PM

What Happens After the Paychecks Stop: A Retirement Income Primer

Join us for this free, no obligation class, brought to you by local Financial Advisor Scott Richardson.We examine how to budget for retirement expenses and your potential sources of retirement income. We’ll also identify risks to your retirement income and ways to address them.
register
This class is full.
A senior couple meeting with an advisor

Aug. 9

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5:30 PM

Healthcare and Your Retirement

Join us for this free, no obligation class, brought to you by local Financial Advisor Scott Richardson.This class addresses what steps investors should take to prepare for health care costs (including Medicare and long-term care costs) to help ensure their retirement savings stay healthy.
register
This class is full.
A group of people talking

Sept. 13

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5:30 PM

Ready or Not: Preparing for the Unexpected

Join us for this free, no obligation class, brought to you by local Financial Advisor Scott Richardson.Life is full of surprises – some better than others. And in your daily life, you probably already prepare for many potentially unpleasant, unexpected events. A job loss, extended disability or untimely loss of a family member can profoundly impact your family’s financial situation. We’ll outline a proactive strategy to help protect your family’s financial resources from life’s unexpected turns.
register
This class is full.
A woman writing at a desk

Oct. 11

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5:30 PM

Retirement by Design

Join us for this free, no obligation class, brought to you by local Financial Advisor Scott Richardson. Financial wellness plays a major role in our overall health and wellness. This class illustrates how you can translate your vision for retirement into tangible goals. You’ll learn investment strategies to help design the retirement you want. We’ll also discuss how you can add flexibility to your strategy to help you handle unexpected events and how you can keep your strategy on track
register
This class is full.
A senior couple meeting with an advisor

Nov. 8

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5:30 PM

Social Security: Your Questions Answered

Join us for this free, no obligation class, brought to you by local Financial Advisor Scott Richardson.Financial wellness plays a major role in our overall health and wellness. Social Security likely will be the foundation of your retirement income. Before you retire, it’s important to understand your options with Social Security and the impact your decisions have on your retirement. We discuss how Social Security fits into your retirement income plan, when you should start taking benefits, and tax considerations.
register
This class is full.
A man at a desk using a calculator and pen

Dec. 13

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5:30 PM

Financial Fitness: The Power of Budgeting

Join us for this free, no obligation class, brought to you by local Financial Advisor Scott Richardson. Financial wellness plays a major role in our overall health and wellness. Power of Budgeting is a 60-minute interactive seminar where we will explore the importance of creating and maintaining a budget, examine the difference between wants and needs, and set goals for personal spending, savings and debt repayment.
register
This class is full.

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