Skip to main content

Upcoming Dates

Event

Organizing and Managing Your Finances

Course Information

Location: Online Webcast

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

Understanding Social Security and Medicare

Course Information

Location: Online Webcast

Learn how to sign-up and receive Medicare and Social Security benefits and how to integrate and maximize those benefits when planning for retirement.

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

Highlights: 

Event

September Retiree Payday

Event

Retirement Planning for All Ages

Course Information

Location: Online Webcast

Working professionals at any stage in their career can get better-prepared for retirement with this class. Participants will be able to assess their current financial situation, estimate their retirement needs, and create an investment strategy for meeting those needs.

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

Highlights: 

Event

Columbus Day/Indigenous Peoples’ Day – Office Closed

Home