Mobile Navigation

Learn more about home buying and selling, college planning, identity theft prevention, and more at our upcoming free seminars and webinars.

Space is limited – RSVP today!

Upcoming Events

Holiday Shopping Trap Webinar with GreenPath

Date: Wednesday, October 14

Time: 2:00 p.m. – 3:00 p.m. ET

Location: Online/Virtual. Register here.

The holiday season is filled with sales, limited-time offers, emotional advertising, and shopping pressure—but many of these experiences are intentionally designed to influence consumer behavior.

The webinar will explore the behavioral economic tactics retailers use during holiday shopping and how consumers can recognize these strategies, avoid impulse spending, and make more intentional financial decisions both online and in stores.

Estate Planning Webinar with Trust & Will

Date: Wednesday, October 14

Time: 7:00 p.m. ET

Location: Online/Virtual. Register here.

This informative session will cover:

  • What is a trust and how it works
  • The benefits of having a trust
  • How trusts can help your family avoid probate
  • How to get started + 30% savings

Webinar Recordings

Information in the following presentations is current as of the date presented and is subject to change. Contact us if you have questions or sign up for upcoming webinars to learn more.