Workshops & Webinars
A Fresh Start: Debt Consolidation Strategies
Wednesday, January 15 | 6:00 PM ET
Learn how to simplify your debt with options like personal loans or credit card balance transfers, compare interest rates, and develop a step-by-step plan to reduce your overall debt. This session will equip you with the tools to achieve financial freedom in 2025 and beyond.
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The Great Wealth Transfer: How to Pass and Receive Wealth
Wednesday, January 22 | 6 PM ET
Whether you're planning your legacy or preparing to receive an inheritance, this session will cover essential topics such as saving and investing, beneficiary planning, and maximizing financial security for future generations.
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Guarding Your Finances in 2025
Wednesday, January 29 | 6:00 PM ET
Learn practical tips for protecting your finances in the new year, including setting financial goals, monitoring credit, preventing fraud, and using financial tools for added security.
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Would you like our experts to provide one of these webinar sessions to your employees at no cost? It's a free benefit for the Select Employee Groups that we serve. Contact [email protected] to schedule your webinar today.
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Webinar content is for educational purposes only and is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.