In-Person Seminar Bridging the Gap to Financial Wellness

Financial wellness is the knowledge of personal finance which enables healthier financial decisions to achieve one's goals, and to enhance the overall quality of life.

Our goal is to provide you with hands-on, real life training so you can gain a better understanding of your personal finances and make sound financial decisions that can lead to a secure retirement in the future.

Beginning in May 2018, we are offering a new, interactive workshop called "Bridging the Gap to Financial Wellness." The goal of this workshop is to help you assess your financial wellness, review your current spending habits and estimate your retirement income so you can identify the "gap" between what you will have in retirement and what you will need. We'll also show you ways you can begin closing your gap today.

Let us help you get started on a path to financial wellness.