Join our Conversation & Community Events
Conversation Circle Events
Examples of Conversation Circle topics include:
What does it mean to have a “good” retirement lifestyle? Do our family members and/or significant others have the same expectations that we do?
How do we become confident in our financial decisions? How do we continue to “call the shots” as we age? Do we need to consider relying on others?
Raising Financially Literate Children
Financial Building Block Events
Examples of Building Block topics include:
Introduction to saving and investing including the basics of cash management and investing in mutual funds, Exchange Traded Funds (ETFs), individual stocks, and individual bonds.
Personal Wealth Tracker
Develop a personal statement of net worth to track what you own and what you owe. Useful if you’ll be in charge of your own finances for the first time and you’re not sure where to start.
Retirement Account Basics
Learn what a 401(k), Roth 401(k), 403(b), IRA, and Roth IRA are. Discuss how they’re used to save for retirement, and when one might be a better solution than another depending on your retirement goals and tax bracket.