Upcoming Events
Smart Tax Strategies
Webinar
Your Retirement Accounts
Are you making the most of your retirement savings? Join us for an informative webinar on Smart Tax Strategies for Your Retirement Accounts to learn how to maximize your 401(k), 403(b), and IRA contributions.
We’ll cover:
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The tax advantages of traditional vs. Roth accounts
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How to capture your full employer match (it’s free money!)
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Key updates for 2026—including new deferral limits and the Roth catch-up requirement
Don’t miss this chance to understand how upcoming changes could impact your savings and how to make your money work harder for you.
Webinar: March 11th, 2026 - 12:00 PM EST
Personal Insurance 101
Webinar
Safeguarding Your Wealth and Well-Being
In today’s world, protecting your financial future means more than investing wisely—it also requires having the right insurance strategies in place. Join us for Personal Insurance 101: Safeguarding Your Wealth and Well-Being, a practical and easy-to-understand session designed to help you build a strong personal risk-management foundation.
During this webinar, we’ll cover the essential insurance coverages that support and protect your long-term financial plan, including homeowners and renters insurance, auto insurance, umbrella liability, disability income protection, and life insurance. You’ll learn what each policy does, how to determine the right coverage levels, and how insurance fits into an overall wealth-protection strategy.
Whether you’re new to personal insurance or looking to reassess your current coverage, this session will give you the confidence and clarity to make well-informed decisions.
Key Takeaways:
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Understand the core types of personal insurance and what they cover
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Learn how to evaluate your current protection and identify gaps
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Discover strategies to safeguard your income, assets, and long-term goals
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Gain practical tips for choosing coverage that aligns with your financial plan
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Perfect for individuals and families alike, this webinar empowers you to take control of your financial security with confidence.
Webinar: June 9th, 2026 - 12:00 PM EST
Building Wealth with Confidence
Webinar
A Step-by-Step Guide
Creating long-term financial security doesn’t happen by accident—it happens through education, intentional planning, and informed decision-making. Building Wealth with Confidence: A Step-by-Step Guide is designed to help you understand the foundational strategies that support lasting financial well-being.
In this webinar, we’ll break down the core components of building wealth in a clear, approachable way. From establishing strong saving habits to investing for growth, managing debt, and protecting your financial future, you’ll learn practical steps you can begin applying right away—no matter where you are on your financial journey.
Whether you’re just getting started or looking to strengthen your existing plan, this session will empower you with the tools and confidence needed to take meaningful action toward your goals.
Key Takeaways:
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Learn the essential building blocks of a strong financial plan
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Understand how to balance saving, investing, and debt management
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Explore strategies to protect your progress and reduce financial risk
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Gain confidence in making decisions that support long-term wealth
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Ideal for anyone ready to take control of their financial future, this webinar offers a simple, actionable path toward building wealth with clarity and confidence.
Webinar: September 17th, 2026 - 12:00 PM EST
Investing Wisely
Webinar
5 Keys to a Balanced Retirement Portfolio
A thoughtful investment strategy can help you stay confident through market ups and downs. Join us for an educational seminar on Investing Wisely – 5 Keys to a Balanced Retirement Portfolio to learn how to build and maintain a well-diversified portfolio that supports your long-term goals. We’ll cover:
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Diversifying across stocks, bonds, and cash to manage risk
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Adjusting your asset mix as you age for better balance
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Keeping costs low with efficient investment options
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Rebalancing regularly to stay aligned with your plan
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Staying disciplined—because time in the market beats timing the market
Webinar: December 6th, 2026 - 12:00 PM EST