We are a 501c3 nonprofit organization dedicated to financial education. We offer seminars and workshops to help people learn how to save, spend, invest, and give to worthy causes. In the coming months, you’ll see workshops, seminars, and webinars offered free of charge.
Seminars and Workshops:
- Saving for Retirement: How much and where you can invest it for your future
- How to eliminate debt (and ways to prevent slipping back into debt)
- Social Security Strategies to get the most from your benefit (very beneficial for married couples)
- Strategies for couples when one is a state or federal employee (TRS)
- Medicare planning and education: Choosing the right plan at 65 is critical
- Company Benefits (employer matching, types of accounts, etc.)
- Taxes: How to avoid paying unnecessary taxes today and in the future
- Financial planning for your retirement years (avoiding running out of money)
- Estate Planning: Leaving a financial legacy to others or worthy causes
- Charitable giving strategies: Learning how to multiply your giving
- Long Term Care: Costs, how to fund it, and the many types of policies available
- Learning about investments: Stocks, bonds, mutual funds, ETFs, real estate, crypto, and more
- Learning about Investment account types: IRA, Roth, 401k, 401k Roth, 403b, HSA, 529 plans, and more
- Life Insurance: why you may need coverage, the types of coverage available, and more
- Annuities: A deep dive into these often-complicated insurance products and why they’re loved and hated
- Saving and investing for a child’s education
- Mortgages and Reverse Mortgages:
We are funded through donations and will never offer products or services in our seminars or workshops.