Wealth Services Education

Improve your financial literacy!

Financial literacy is a vital underpinning to making informed financial decisions. We are passionate about making financial education accessible to our clients and communities.

Click on a topic to watch the webinar recording* and learn more!

• Maximize Medicare for Physical and Fiscal Well-Being

  As you near or enter retirement, you have to make several financial decisions that will affect how far your retirement savings will stretch and one of the most critical considerations is how you'll pay for health care.  A solid understanding of Medicare is an important factor in your retirement planning and retirement ready confidence. 

  

• Estate Planning

  An estate plan is a map of how you want your personal and financial affairs to be handled in the future. An effective estate plan can help ensure that your family's financial needs will be taken care of, and that your personal wishes will be carried out in the manner you intended. It's a critical part of your overall financial plan.

  

• Retirement Planning

  Many of us imagine retirement as a happy time, a reward for a lifetime of hard work, full of possibility and potential. We have good reason to see retirement in a positive light. Americans are living longer, healthier lives than ever before. In fact, for some of us, retirement will make up a full third of our lives. Of course, this means that our retirement assets will have to do more for us over a longer period of time. This makes planning for our retirement essential.

  

• College Savings

  A college education has many benefits, including personal growth, knowledge, and preparation to compete in today’s specialized job market. But every year, college costs continue to increase. That's why it's so important to start saving now. 

  

• Financial Planning

  A financial roadmap can motivate you to save money, help you pursue your financial goals, and help improve your overall financial confidence now and in the future. A personalized financial plan that is tailored to your individual needs and circumstances could be beneficial and is something to consider.

  

• Social Security Retirement

  As you plan for and near retirement, one of the biggest financial decisions you'll need to make is when to begin receiving your Social Security retirement benefits. With pensions disappearing, Social Security remains the major source of guaranteed lifetime retirement income for most Americans, so it's important to take the time to explore your options and make an informed, well-reasoned decision.

  

• Women and Finance

  Today, more women than ever are responsible for their financial well-being, and the well-being of their families. But women often face unique financial challenges. That’s why it’s so important that no matter what life stage they’re in, women know how to save, invest and plan for the future.

  Learn about the Six steps women can take to help them pursue financial security, including taking control of their money, becoming more knowledgeable investors, advocating for themselves in the workplace, planning for retirement, protecting their income and assets, and creating an estate plan