Miss a Webinar?

If you missed one of our great webinars during America Saves Week, it is not too late to get the great information shared.  Webinars have been recorded just for you!  Just click on the link to view these wonderful webinars!

The average American may be facing 30 or more years in retirement.  Early planning can make all the difference in the quality of life you enjoy in retirement.  Take action to take care of the future YOU!  Topics include: 1. Social Security planning, 2. Different retirement savings vehicles and tax advantages, 3. Retirement distribution planning.  Speaker: Lamont Henry, CFP®

Refund season is here.  For many Americans the tax refund is the largest influx of cash received during the year.  Using these funds to advance your financial goals can help you grow opportunity for yourself and your family.  This webinar presents 5 key strategies you can use to employ your tax refund to its maximum benefit.  Speaker: L. Lori Irwin, CFP®
Getting started on your financial plan is not as hard as it seems.  Financial Planning steps allow you to get control of your monthly cash flow, reduce debt and build savings for your future.  Your plan begins Provides eight steps to taking control of your finances. Audience will learn about budging, spending plans, setting goals, managing debt and more. Speaker: Dan Neice, CFP® 


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