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Upcoming Dates

Event

How to Achieve Your Financial Goals

Course Information

Location: Online Webcast

Learn how to set goals, make plans, and follow through on those plans for financial and life success. Interactive exercises and thought-provoking questions will encourage participants to adopt and maintain the habits that will make their dreams a reality.

Course materials and instructions will be emailed to all registered members 1-2 days before the date of the class.

Highlights: 

Board Meeting

2021 May Board Meeting

Board meeting materials will be available on the Wednesday prior to Board Meeting Day.

Event

May Retiree Payday

Event

Memorial Day – Office Closed

Event

Creating and Managing Wills and Trusts

Course Information

Location: Online Webcast

Participants will gain a better understanding of the importance of wills and trusts in estate planning, focusing on understanding probate and estate taxation in order to set up and manage trusts more effectively.

Course materials and instructions will be emailed to all registered members 1-2 days before the date of the class.

Highlights: 

Event

Building Your Wealth (Retirement Planning for Mid-Career)

Course Information

Location: Online Webcast

Participants who attend this course will learn key concepts in building wealth, planning for retirement, and understand common investment options.

Course materials and instructions will be emailed to all registered members 1-2 days before the date of the class.

Highlights:

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