Events calendar

If you've been saving in your retirement plan for a while, take a step back and find out whether you're headed for the retirement you want. You'll get a better picture of where you stand—and get help if you need it.

From major purchases to managing everyday expenses, budgeting and debt management are key to achieving your financial goals. This session will cover strategies to build a realistic budget and manage debt effectively—helping you take control of your cash flow and stay on track toward long-term success.

Tax planning throughout the year can help reduce stress and improve financial outcomes. This session will explain the fundamentals of tax planning, provide strategies for managing taxable income, and highlight ways to maximize deductions so you can feel more confident when it's time to file.

As your family grows, so do your financial priorities. This session will cover key considerations for new and expanding families, including budgeting for childcare and education, adjusting insurance coverage, and setting long-term goals that support your household's evolving needs.

Life can be unpredictable, making an emergency fund essential for financial security. In this session, learn practical ways to start or strengthen your emergency savings, free up cash flow, and build a safety net to help protect against unexpected expenses.

This workshop walks through the process of seeking help. From dealing with the normal stresses of life to addressing mental health difficulties like depression and anxiety, you will know what professional mental health support can look like and how to seek support when you need it.

Start planning for your retirement—when every day can feel like Saturday. Find out how to set yourself up for success with some helpful tips you can use right away.

This workshop presents a path to resilience via practical, research-supported tools that can help you develop healthy ways of coping with your emotions, cultivate an optimistic mindset, utilize the power of social support, and move toward new goals more effectively.

Join us for an insightful discussion on tax planning where our speakers will share strategies, tips, and real-world experiences to help you navigate complex tax rules, manage your obligations effectively, and identify opportunities to maximize your financial efficiency.

Did you know there are seven retirement milestones between the ages of 55 and 73? Hear more about these key decision points and how they can affect your retirement.

We know we need to sleep well but how do we get enough? The science of sleep offers strategies for falling asleep quickly, staying asleep through the night, and feeling restored throughout the day. This workshop will provide best practices for getting the rest you need, including how you can change your behavior to improve your sleep, how your sleep schedule influences your sleep quality, the role your mind plays in sleeplessness and strategies for quieting it, and how to overcome barriers to implementing the sleep strategies you already know.

Social media captures a lot of our time and attention - which is why its important to understand how it can impact our mental health and well-being. Join this workshop to discuss how social media can shape our lives offline in positive and negative ways. We'll discuss everything from the impact of social media on our thought processes and behaviors all the way to our mood and self esteem. In this workshop, you'll also learn tools to help you support your well-being and build healthy habits online.

Buying a home is one of the biggest financial decisions you’ll make. In this panel discussion, our experts will share insights on saving for a down payment, understanding mortgage options, and planning for the ongoing costs of homeownership—helping you prepare with confidence.

Designed for those beginning their investing journey, this session will cover the fundamentals of stocks, bonds, and mutual funds. You’ll learn how diversification works, why it matters, and how to start building an investment strategy with confidence.

This session introduces the essential building blocks of a financial plan, including budgeting, saving and investing, and managing risk. Learn how to create a strong foundation for your financial future and gain the confidence to take meaningful steps toward your goals.

If you owe money after filing your taxes, planning ahead can make repayment easier. This session will provide practical strategies for managing tax payments, balancing financial priorities, and preparing for the year ahead.