Workshops & Educational Events

Virtual and in-person workshops focused on helping families better understand money in a practical and approachable way. Popular workshops include:
• Get Your Affairs in Order
• Stewardship - The Other 90%
• Money Moves Every Parent Should Know
• Financial Wellness for Growing Families

Topics may include:
• Life Insurance & Income Protection
• Budgeting & Cash Flow
• Debt Elimination Strategies
• Retirement Planning
• Investing Basics
• Children’s Financial Literacy
• Estate Planning Basics
• Generational Wealth Planning
• Financial Stewardship