FINANCIAL WELLNESS
THE LEARNING LIBRARY
GUIDANCE FOR LIFE'S KEY FINANCIAL DECISIONS
Welcome to our Learning Library - your go-to resource for on-demand financial education. Whether you're looking to learn more about retirement planning, managing debt, or making the most of your benefits, our library of pre-recorded webinars is here to support your journey. Browse topics at your convenience and access valuable insights to help you make informed decisions for your financial future.
DEBT FREE DREAMS: Strategies for Tackling Debt Head-On
Recorded April 2025
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.
NAVIGATING THE HOME BUYING PROCESS
Recorded February 2025
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.
MEDICARE MADE EASY
Recorded September 2024
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.
LIFE STAGES: EARLY CAREER
Recorded February 2024
The first installment of our Life Stages webinar series, this presentation is designed for those early in their career. We will cover budgeting tips, debt and credit management, Roth vs. Pre-Tax, and more!
LIFE STAGES: MID CAREER
Recorded February 2024
This session is designed for those in mid-career. We will cover topics like investing, estate planning, saving for retirement, and more! Recorded on April 18, 2024.
LIFE STAGES: NEARING RETIREMENT
Recorded July 2024
This session is thoughtfully designed for those nearing retirement- we will help create your road map to retire with confidence. Topics include: + Pre-Retirement Planning + Retirement Income + Estate Planning + Healthcare & Medicare
TEACHING KIDS ABOUT MONEY: KIDS
Recorded March 2024
Whether you're a parent, a caregiver, or simply someone interested in mastering money matters, this upcoming webinar is tailored for you! Explore practical tips for fostering financial conversations with anyone, regardless of age.
This session focuses on Kids 12 and younger.
TEACHING KIDS ABOUT MONEY: TEENS
Recorded March 2024
Whether you're a parent, a caregiver, or simply someone interested in mastering money matters, this upcoming webinar is tailored for you! Explore practical tips for fostering financial conversations with anyone, regardless of age.
This session focuses on Young Teens ages 13-18.
TEACHING KIDS ABOUT MONEY: YOUND ADULTS
Recorded March 2024
Whether you're a parent, a caregiver, or simply someone interested in mastering money matters, this upcoming webinar is tailored for you! Explore practical tips for fostering financial conversations with anyone, regardless of age.
This session focuses on young adults 18 years and older.
