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

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Upcoming Events

Avoiding Identity Theft and Scams

Date: Wednesday, December 3

Time: 2:00 p.m. – 3:00 p.m. ET

Location: Online Webinar

Join us as we discuss the growing threat of identity theft and scams. With real-life examples and practical advice, we’ll help you understand how these crimes happen, what to watch for, and how to protect yourself and your loved ones. Whether you’ve been affected before or simply want to stay informed, this session will empower you to take control of your financial safety.

Register Today!

Setting and Reaching Financial Goals in 2026

Date: Wednesday, January 21

Time: 3:00 p.m. – 4:00 p.m. ET

Location: Online Webinar

Setting financial goals is one thing, reaching them is another – especially when “life happens!” Join us for a workshop to learn how to be sure the financial goals you are setting are realistic and achievable, how to be prepared for what may attempt to derail your progress, and strategies to keep you moving forward.

An estimated 80% of New Years Resolutions are out the window by mid-February every year, according to US News and World Report. Many of us start the year with great intentions: we really believe this will be “our year” – and then life happens, and maybe this isn’t “our year” after all (yet again). We’ll talk about how to be honest with yourself to set realistic goals, how to understand and be prepared for what may derail your progress, and strategies to keep you moving towards your goals all year long so that this can finally be “your year.”

Register Today!

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.

Smart Homebuying for Retirement