FINANCIAL WELLNESS
2025 WEBINAR SERIES
GUIDANCE FOR LIFE'S KEY FINANCIAL DECISIONS
Get the knowledge you need to make informed financial decisions. Our expert-led webinars will cover a range of topics. Whether you’re planning for retirement, managing debt, or navigating healthcare options, these sessions will provide valuable insights to help you achieve your financial goals.
JULY 16
Estate Planning Basics: The Power of Wills & Trusts
We’ll break down the essentials of estate planning and how to protect what matters most. Learn the differences between wills and trusts, common mistakes to avoid, and how to ensure your legacy is preserved for your loved ones.
SEPTEMBER 23
Medicare 101 with Independent Senior Insurance
Whether you're approaching eligibility or helping a loved one navigate their options, this session will provide clear, essential information on how Medicare works, the different parts, and how to choose the best plan for your needs.
FEBRUARY 26
Home Sweet Home: Navigating the Home Buying Process
We’ll cover the basics of buying a home, when and why refinancing could make sense for you, the impact of interest rates, tips for improving your credit, and more.
APRIL 29
Debt-Free Dreams: Strategies for Tackling Debt Head-On
Learn how to identify and prioritize different types of debt, create a debt repayment strategy, and discover ways to stay on track for the long term.
