Complimentary Financial Webinars.

Passing down prosperity or generational wealth – money and assets passed down through families – is vital for a strong community, however, many barriers including race, gender, and income keep people caught in a cycle of debt, preventing them from creating a lasting financial legacy.

Join us for an insightful webinar where you will learn how to make decisions to invest in yourself and the future generation, to build a stronger financial future. Join us and you will learn about:

• How repaying debt can help you to start building wealth

• How generational wealth is created and passed down

• How homeownership can build generational wealth

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Do you feel like you should have money left over at the end of the pay cycle, and are not sure why you don’t? Are you working towards a financial goal, but need more cash flow to achieve it? Join us to explore a variety of options to reduce the amount of money you spend in an effort to cover your priority expenses and reach your goals. You will learn how to determine your current spending, identify your ideal spending plan, and walk away with a variety of suggestions to consider as you look to reduce spending in lower priority categories. Join us and you will learn about:

• How to determine your current spending

• How to prioritize your expenses

• Creative ways to reduce spending

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Join Dr. Darla Bishop, author of How to Afford Everything, for this webinar designed to help you gain clarity, control, and confidence with your finances. You’ll walk away with three simple, actionable steps you can implement immediately to start organizing your financial life – without sacrificing the things that make life meaningful. Whether you’re just starting out or looking to refine your money management, this webinar will provide valuable tools to get you on track this week. Join us to learn about:

• How to uncover where your money is going and stop the leaks

• A basic system to automate your finances for less stress

• A proven strategy to tackle debt and start saving

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Are you one of the many Americans who receive a sizable tax refund each year but aren’t quite sure how to make the best use of it? If you find yourself wondering where last year’s refund went and want to make different choices this time around, this webinar is for you!

Join us to dive into a variety of strategies for making your tax refund work harder for you. Whether you’re looking to build up your savings, pay off debt, or invest in your future, you’ll leave with actionable tips and ideas to help you make decisions that benefit you both now and in the long run. Join us to learn about:

• The role behavioral economics plays in how you handle your refund

• How to prioritize these dollars to strengthen your financial foundation

• Strategies for prioritizing based on your financial goals

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Medicare is a key part of planning your retirement journey. We’re here to help you understand the basics so you can make your choice with confidence. Join us and you will learn about:

• Key differences between Medicare parts A, B, C and D

• Tips for choosing your coverage

• How to enroll in Medicare

• How to plan your retirement income with health care costs in mind

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* Please see important disclosures below.

CMGA-4768487.2-0723-0725

You have retirement goals and plans for your financial future. But do you know what you should be doing differently to make real progress? Join us and learn about:

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* Please see important disclosures below.

CMGA-4751390.2-0823-0925

Your exciting next chapter will start soon. Are you ready? You’ll encounter financial, lifestyle and emotional milestones along the way — but you’re not in this alone. We’ll work together to help you feel confident about your path to retirement. Join us and learn about:

• More confidently address the financial, lifestyle and emotional transitions to retirement

• Guard against risks and manage the inevitable ones

• Gauge when you’re ready for retirement

Reserve your virtual seat. 

* Please see important disclosures below.

CMGA-4751587.2-0923-1025