Workshops

Insurance Basics
This 2 hour session will teach you the basics about insurance coverage. At its completion you will be able to describe when, why, and what type of insurance you need for your current and future situations. (We are not insurance brokers and we do not sell insurance)

Mortgages and Renting
In this 2 hour session we will discuss the pros and cons of both renting and owning a home. We will provide specific guidelines to help you decide if home ownership is a healthy option for you. We will help you determine what your monthly rent or mortgage payments should be so that you won’t find yourself in a stressful cash-flow situation.

Vehicle Options
There are three options for purchasing a vehicle: leasing, financing, and paying cash. So what’s the difference and which option is right for you? By the end of this session, you will be able to make an informed decision.

Preparing for Retirement
What will your retirement years look like? How much money do you need to save for the lifestyle you want? Most people do not know the answers to these questions. Saving for retirement can be overwhelming if you don’t have a goal and a plan to get you there. Let us teach you retirement calculations and general investing principles that will determine how much money you need to retire, and how to get it together in time with as little stress as possible.