Nearing Retirement
Wednesday, May 22nd, 2024
Are you hoping to retire soon? If so, there are a lot of things to consider as you approach that part of your life. We can meet to discuss the following important topics:
- How your spending will change
- The income you will have
- How much you have saved
- When to start Social Security benefits
- Taxes on your benefits
- How retirement accounts fit in
- Investing risks to consider
- Strategies to make it last
Buying or Selling a Car
Wednesday, May 22nd, 2024
Buying or selling a car (truck, van, SUV, etc.) is the second biggest financial transaction most people will make in their lifetime. Let us know you’d like a discussion about the inside secrets and techniques you need to know to get the best deal possible the next time you buy a car. You will also learn how to make the most money when you sell your car.
Investing Basics
Wednesday, May 22nd, 2024
Are you saving enough for retirement? Do you ever get confused or overwhelmed with all the different investment options out there? If you own a small business, are you taking advantage of the tax-advantaged investment accounts available to you? What about college savings?
We discuss these and other investment related topics in this workshop.
Insurance Basics
Wednesday, May 22nd, 2024
Have you ever wondered what types of insurance you should have or how much you should have? Do you understand all of the policy options available to you and what they mean? Would you like to learn ways to save on your premiums?
We can discuss these and other insurance related topics.
Managing Debt
Wednesday, May 22nd, 2024
Have you ever felt a little unsure about your credit and debt-related topics? If so, you are not alone.
Reach out to us for a discussion on:
- How to minimize new debt
- Significance of rates and terms
- Keys to credit reports
- Tips for various types of debt
- Getting out of debt
- Dealing with collectors
- Bankruptcy types
- Alternatives to bankruptcy
Give Yourself a Raise: A Penny Saved is a Penny Earned
Wednesday, May 22nd, 2024
Finding creative ways to save money on expenses can be fun, not to mention very helpful for your personal cashflow! In fact, because of taxes, every $1 you save on spending is the equivalent of earning another $1.50. Do the math and see how big a raise you can give yourself (save $100 = $150 raise, $200 = $300, etc.)!
Bring your best money-saving ideas to share as we talk about ways to save on expenses.
Money Mindsets: The Importance of Finding Your Why
Wednesday, May 22nd, 2024
Have you ever thought about why you do the things you do with your money? Decisions are made using a blend of logic and emotion, and emotion is often the biggest factor. Identifying your “why,” meaning the reasons behind your choices and actions, is an important task.
Reach out to us to discuss the types of mindsets that will help you reach your financial goals.
A Budget that Works: Keys to Intentional Spending
Wednesday, May 22nd, 2024
Do you know how much money you’re bringing in and shelling out on a weekly, monthly, and annual basis? Have you ever tried to make a budget only to find it difficult—if not impossible—to stick to it? Does there always seem to be too much month left at the end of your money?
We will discuss a variety of solutions that will help you create a budget that works.
Mastering Calm
Tuesday, May 14th, 2024
Join us for an interactive, transformative workshop designed specifically for enhancing employee wellness through effective, natural anxiety management strategies. “Mastering Calm” offers a deep dive into understanding and overcoming anxiety using techniques backed by robust research and proven results. During this session, participants will learn about a variety of natural methods including mindfulness meditation, deep-breathing exercises, and nutrition for a healthy brain — each providing a practical toolkit for stress reduction in both personal and professional environments.
Our expert facilitators will guide you through interactive exercises that demonstrate how to integrate these techniques into your daily routine to foster a more peaceful and productive life. You’ll gain insights into the triggers of anxiety and how to counteract them with natural remedies that promote mental health without the need for medication.
This workshop is ideal for anyone looking to enhance their coping mechanisms, improve concentration at work, and overall, lead a healthier, more balanced life. Whether you’re experiencing mild stress or more significant anxiety, these universally beneficial practices are tailored to help you regain control and improve your well-being. Join us to embark on your journey toward a calmer, more centered self.
Mastering Calm
Tuesday, May 14th, 2024
Join us for a transformative workshop designed specifically for enhancing employee wellness through effective, natural anxiety management strategies. “Mastering Calm” offers a deep dive into understanding and overcoming anxiety using techniques backed by robust research and proven results. During this session, participants will learn about a variety of natural methods including mindfulness meditation, deep-breathing exercises, and nutrition to support mental health — each providing a practical toolkit for stress reduction in both personal and professional environments.
Our expert facilitators will guide you through interactive exercises that demonstrate how to integrate these techniques into your daily routine to foster a more peaceful and productive life. You’ll gain insights into the triggers of anxiety and how to counteract them with natural remedies that promote mental health without the need for medication.
This workshop is ideal for anyone looking to enhance their coping mechanisms, improve concentration at work, and overall, lead a healthier, more balanced life. Whether you’re experiencing mild stress or more significant anxiety, these universally beneficial practices are tailored to help you regain control and improve your well-being. Join us to embark on your journey toward a calmer, more centered self.
