Financial Education
We offer a wide array of free, educational workshops covering important financial topics and have even partnered with other experts. If you are interested in attending a workshop or scheduling one for your office, please contact a Financial Coach.
- Budgeting for the holidays
- Buying a "new" car
- Cash-out refinancing
- Dealing with financial stress
- Financial fitness boot camp
- First-time homebuyers workshop
- Get a financial health check-up
- How do credit cards work?
- How to improve your credit score
- ID theft prevention
- Inflation-proof your budget and spending
- Ins and outs of home equity loans
- Ins and outs of loans
- Ins and outs of your checking account
- Recovering after a financial setback
- Understanding your credit score
- Teen finance workshop
- You got the house... Now what?
Partner Workshops
- Estate planning
with Jackie Collins of Collins & Kruse Law Office - Individual health care and insurance coverage
with Mike Gatteri of HealthMarkets - Medicare workshop
with Mike Gatteri of HealthMarkets
Is there a topic we haven't covered that you'd like to learn more about? Let us know!