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Become a go-to financial resource with our free webinars
We’re very excited to announce our free webinars for May, June and July! Our webinars are open to everyone and are packed with useful information. Just make sure to reserve your virtual seat.
MAY — STOCK MARKET BASICS
Many financial planners say it’s wise to invest your savings in the stock market rather than leave your money in a low-interest account. Before you jump into the stock market, it’s important to know that investing in stocks comes with risks. This workshop provides the basics needed to get a clear understanding of the stock market, the risks involved, ways to reduce risks, how to buy stocks, and how to maintain your account.
Session 1: Tuesday, May 7, 2019 
Time: 10:30 a.m. – 11:30 a.m. (PST)
Session 2: Thursday, May 16, 2019 
Time: 5:30 p.m. – 6:30 p.m. (PST)
JUNE — THE SANDWICH GENERATION
The Sandwich Generation is positioned in the middle. They care for aging parents while supporting their own children. In this workshop, participants will learn how to manage their parents’ medical, legal and financial needs, while ensuring they stay financially prepared for their kids’ future.
Session 1: Tuesday, June 4, 2019 
Time: 10:30 a.m. – 11:30 a.m. (PST)
Session 2: Thursday, June 13, 2019 
Time: 5:30 p.m. – 6:30 p.m. (PST)
JULY — PLANNING FOR MONEY MILESTONES
There are many important financial milestones for consumers. To help prepare for a positive financial future—without sacrificing fun—we take a realistic approach to managing finances. We’ll cover SMART goals, getting financially organized, building a budget, controlling expenses, wiping out debt, and much more!
Session 1: Tuesday, July 9, 2019 
Time: 10:30 a.m. – 11:30 a.m. (PST)
Session 2: Thursday, July 25, 2019 
Time: 5:30 p.m. – 6:30 p.m. (PST)
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