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September 2020

Sep
22
Virtual Workshop

Mortgage Myth Busters

September 22 @ 7:00 pm - 8:00 pm

Join our free workshop and together we will dispel the misconceptions that may be keeping you from getting or refinancing your dream home. Join our free workshop and together we will dispel the misconceptions that may be keeping you from getting your dream home. Or perhaps you’re considering refinancing, and don’t know which way to turn. Two industry experts, with over 30 years of experience, will answer these questions (and more): Do you need 20% down or perfect credit? Is…

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October 2020

Oct
6
Virtual Workshop

Special Needs Planning

October 6 @ 7:00 pm - 8:00 pm

Balance your present and future needs with your loved one’s present and future needs. Join our complimentary Special Needs Planning Workshop to listen to guest speaker, Amy Cross from Gevurtz Menashe and learn more about: Creating and implementing a personal care plan Creating a transition plan Creating and executing a legal plan Creating and implementing a financial plan Click here to register now and feel free to invite family and friends!

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Oct
14
Virtual Workshop

Budgeting Basics

October 14 @ 7:00 pm - 8:00 pm

We all know we should be paying more attention to our money, especially even more so with many people in financial crisis. For many of us, thinking about how we spend our money is the last thing we want to do. Know you need a budget but don’t know where to start? Or maybe you need some help navigating resources during this time? Our Budgeting Basics workshop is right for you! Together, we’ll cover: Different budgeting styles, methods, and how…

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November 2020

Nov
18
Virtual Workshop

Intro to Investments

November 18 @ 7:00 pm - 8:00 pm

Presented by Tony Fox CFS* Financial Advisor. Do you want to know more about investing? What about planning for your future? If so, this is the workshop for you! Jump start your financial planning. Learn processes and ideas that can help you create a personalized plan based on your unique financial needs. Join our complimentary Intro to Investing Workshop. Overview of the entire financial planning process from basic budgeting to complex investment strategies. Learn about topics relevant to your goals,…

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