Explore Upcoming Financial Workshops

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.

Did you know that your financial health can significantly impact your mental well-being? Explore the powerful relationship between money and mental health by diving into how financial stress affects your emotional state and learn how to create a balanced approach to money management, build financial resilience, and reduce anxiety around financial decisions.

Did you know that your financial health can significantly impact your mental well-being? Explore the powerful relationship between money and mental health by diving into how financial stress affects your emotional state and learn how to create a balanced approach to money management, build financial resilience, and reduce anxiety around financial decisions.

Our most popular workshop!  Credit reports and credit scores are increasingly important to our lives.  They affect the cost of credit we receive, where we live, insurance rates we pay – and even the jobs we can get.  By understanding the reporting and scoring process, your consumer rights, and responsibilities, how to recover from inaccuracies, and how to guard against identity theft, you can establish, maintain, and protect a strong credit history and good credit score!

Whether you’re a first-time homebuyer, a renter evaluating your next step, or simply curious about the current real estate landscape, deciding whether to buy or rent requires careful consideration. This session will help you navigate the pros and cons of both options by exploring the financial, lifestyle, and market factors that influence this important decision.

Whether you’re a first-time homebuyer, a renter evaluating your next step, or simply curious about the current real estate landscape, deciding whether to buy or rent requires careful consideration. This session will help you navigate the pros and cons of both options by exploring the financial, lifestyle, and market factors that influence this important decision.