What we're about

Life can get pretty hectic, to say the least. During those rare moments when we do get a break, we simply want to unwind. Oftentimes, we spend more time planning a vacation than we do planning for our financial futures, looking out over the next 10, 20, 30+ years. Shouldn’t we take a little time to focus on this critical aspect of our lives?

This group was designed to help people better understand where some of their hard-earned money should be going to improve their futures. We will cover areas of Risk Management, Savings, and Investments, as well as many other topics. We will have special guests who are subject matter experts in their chosen fields.

If you want to learn more, improve your financial knowledge, and get connected to others, then this may be the group for you.

Due to the limited size of the meeting room, attendees will be limited to 12 people per meeting. Depending on demand, the same topic(s) may be covered multiple times to allow everyone interested to attend. Please appreciate the limited seating and only sign up for sessions where you are sure you will attend.

Past events (6)

Creating a Budget

Online event

Financial IQ: Asset Allocation


Financial IQ: Financial Goal Setting


Photos (1)