Dreaming of college? The path to graduating with less debt starts here. Join us for a College Planning 101 workshop to learn how to save on the cost of college and avoid excessive debt. Learn how choices made in high school can affect admissions and financial prospects, college financial aid and why it is not too late to plan.

Are you wondering if you will have enough saved for retirement? Join this dynamic workshop packed with strategies to secure your financial future. Learn how to retire with confidence by addressing financial concerns and practical strategies including building guaranteed income, protecting savings from market volatility, optimizing for tax efficiency and safeguarding loved ones from life's what-ifs.

When you retire, you leave behind many things including the daily grind, the commute to work and maybe even your previous home. However, one thing that will always remain is a tax bill. In fact, income taxes may be your single largest expense in retirement. Income taxes are also different for the various retirement investments you may have. When you understand how investments are taxed and set strategies accordingly, it may help you keep income taxes in check. Learn how to be tax-efficient in your current bracket, how Social Security is taxed and ways to create tax-free retirement income.

No matter your wealth or status, you have an estate, and all estates have something in common: you cannot take it with you when you die. Having a strategy in place can make things easier for your family after you are gone. In this workshop, you will explore your assets, whether financial or physical, understand beneficiaries including family or organizations you care about and gain tools to help put your plans into action.