FREE Financial Seminars
Navigating Economic Uncertainty in 2022 – July 13
Economic uncertainty is scary but there are ways to alleviate this for you and your family.
Prioritizing Health to Boost your Career – Mar 31
A healthy lifestyle will skyrocket your professional success and help you reach your goals.
Take advantage of tax-savvy investing techniques – Mar 29
Divisional Vice President Nilsa Roberts of AIG will discuss tax-savvy investing and how it can help you understand ways to defer or even eliminate taxes...
Make memories today and still leave a legacy for those you love – Jan 27
You’ve worked hard over your lifetime to achieve financial stability. Learn how you can protect your money and those you love.
Long Term Care – Nov 10
Michael Cardona presents Long Term Care: Perceptions, realities and steps you can take to prepare - Wednesday, November 10, 2021 - Find event and ticket information.
Homebuying 101 – Feb 23
This presentation covers the basics of the homebuying process and gets you prepared to find your dream home.
Market and Sell your Brand through Storytelling
You're invited to join our virtual seminar to Identify your target audience's pain points and learn how to create successful marketing campaigns.
Buying a Home in Today’s Market – Dec 9
This presentation discusses the the current home market and how to ensure success when looking to buy or sell your home.
Homebuying 101 – Dec 2
This presentation covers the basics of the homebuying process and gets you best prepared to find your dream home.
Business Fundamentals: Starting a Business During COVID-19
You're invited to join our virtual seminar on how to successfully start abusiness even with COVID-19 standing in the way. Our Business Development Manager, David Mateo.
Tools for Tackling Stress – Oct 13
This program will help you begin to build a toolbox of positive self-care routines that can immediately decrease stress and increase personal well-being.
Car Buying 101 – Tricks of the Trade – Oct 7
Learn insider information about the car buying experience: How to get more for your Trade-in, Internet Car Buying Pitfalls, Dealership profit area and more.
Three Transitions to Retirement – Sept 1
Are you ready to retire? You might be prepared for the financial transition, but you’ll experience lifestyle and emotional transitions as well.
Women And Investing – Aug 18
There’s no denying the facts: Women tend to earn less and live longer than men. If you’re a woman who would like to retire one day, you may need to save more and invest more than men.
Social Security and & Retirement – Aug 4
During the virtual seminar, you’ll find out more about your Social Security benefits and discuss the role they play when setting a clear direction for your financial future.
Understanding Credit – July 9
This presentation covers the basics of how one’s credit score is compiled, who looks at your scores, what the credit bureaus look for.
Understanding Credit – July 7
This presentation covers the basics of how one’s credit score is compiled, who looks at your scores, what the credit bureaus look for.