Latest Past Events

Spend Like There IS a Tomorrow

register here  Description: It is difficult to save and avoid debt if you spend too much. You need to spend smart, too. This does not have to mean sacrificing enjoyment […]

Do You Have a Tailored Financial Plan in Place?

register here  Description: Everyone can benefit from a financial plan that is tailored to individual needs and circumstances. A financial roadmap can motivate you to save money, help you meet […]

Social Security Steps

When: Tues. June 30 at 9 a.m. and 12 (noon) p.m. Description: When and how you claim Social Security retirement benefits can make a huge difference in how much you and your spouse receive. Meanwhile, some public sector workers may face a reduction in benefits. We’ll review key steps to help you plan ahead and […]