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Upcoming Dates

Event

Organizing and Managing Your Finances

Course Information

Location: Online Webcast

Date: Wednesday, 9/27/23

Time: 10:00 am – 12:00 pm

Learn how to better organize your financial data, allowing for more accurate projections, efficient management, and a better understanding of the overall financial picture.

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

Highlights: 

Event

September Retiree Payday

Event

Preventing Identity Theft

Course Information

Location: Online Webcast

Date: Wednesday, 10/4/23

Time: 10:00 am – 12:00 pm

Participants will learn how to define identity theft, employ steps to avoid identity theft, develop awareness of specific identity theft crimes, and learn exactly what to do should they find themselves a victim of identity theft. Interactive exercises and thought-provoking questions will stimulate participants to adopt and maintain habits to improve the security of their personal finances.

Event

Columbus Day/Indigenous Peoples’ Day – Office Closed

Event

Building Your Wealth
(Retirement Planning for Mid-Career)

Course Information

Location: Online Webcast

Date: Wednesday, 10/11/23

Time: 10:00 am – 12:00 pm

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:

Event

Financial Planning for Retirees

Course Information

Location: Online Webcast

Date: Tuesday, 10/17/23

Time: 10:00 am – 12:00 pm

Individuals who attend this course will be empowered to better manage retirement with detailed information about: retirement income, long term care, social security benefits, annuities and estate planning decisions.

Recommended for this who are already in retirement or planning to retire within the next three years.

Highlights: 

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