Join us Wednesday, Feb. 26th at 1 P.M. for our February webinar Tax Planning 101: Help Clients Navigate 2024 Taxes with Confidence. Learn the basics of tax brackets, available credits, and where to get your taxes done. We'll also cover legal strategies to reduce your tax liability. Whether you're a first-time filer or looking to refresh your knowledge, this workshop will equip you with the essential insights to maximize your tax benefits and simplify the filing process.

Join us Wednesday, Mar. 26th at 1 P.M. for our March webinar on Marketing and Enrollment! Additional details to come.

Join us Wednesday, Apr 9th at 1 P.M. for our April webinar Women and Money: Financial Confidence fore Every Age and Stage. Women face unique financial challenges and opportunities at each stage of life. This workshop empowers women to navigate these pivotal financial moments—from early career to retirement planning—with clarity and confidence. Together, we’ll discuss strategies for achieving financial stability, managing life’s surprises, and building a foundation for lifelong financial wellness.

Join us Thursday, May 29th at 1 P.M. for our May webinar "Does Your Action Plan Need a Makeover?".  Additional details to come.

Join us Wednesday, June 25th at 1 P.M. for our June webinar "Being Financially Savvy: Tools and Resources for Everyday Life." Join us for a workshop that will help you take charge of your finances!  You’ll learn effective daily savings tips, how to manage your monthly budget, and ways to reach your long-term financial goals. Whether you’re just starting your financial journey or looking to enhance your skills, this workshop will provide you with the tools and resources needed to navigate your financial landscape successfully.

Join us Wednesday, July 23rd at 1 P.M. for our July webinar "Homeownership Responsibilities: What You Need to Know." Join us for this informative workshop where we'll equip you with the essential knowledge to maintain and repair your home. Learn practical tips, techniques, and best practices on how to address maintenance and repair issues in your home, how to maintain your finances as a homeowner, how to make sure you and your home are adequately covered by insurance and the importance of building your specialist network by creating a list of trusted professionals.

Join us Wednesday, Aug. 6th at 1 P.M. for our August webinar with Duet. Additional details to come.

Join us Wednesday, Oct. 22nd at 1 P.M. for our October webinar "Land Your Dream Job: Mastering the Online Job Search and Application Process." This workshop is designed to help job seekers effectively search for and apply to job openings. Participants will learn how to navigate job search websites and application portals, create a strong resume and cover letter, and make a positive impression during the interview process. The workshop will cover topics such as networking, tailoring your application materials to the job description, understanding the role of artificial intelligence in the job search and application process, and following up after submitting an application. Attendees will leave with practical tools and strategies for finding and securing their ideal job, as well as the confidence to present themselves as the best candidate for the position.

Join us Wednesday, Nov. 12th at 1 P.M. for our November webinar Holiday Workshop. The holiday season is a time for giving, celebration, and creating lasting memories with loved ones. However, it can also bring unexpected expenses. In this session, we’ll explore practical strategies for managing holiday spending. With careful planning and smart choices, you can stay on track financially while making the most of the season’s joy.