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Financial Workshops

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Must register for FREE in advance!

Time Matters: A Women's Retirement Outlook (Oct. 23)
Just reading the word “retirement” may raise a mix of
emotional responses for you – both excitement and anxiety.
Time Matters: A Women’s Retirement Outlook is specifi cally
tailored for women who are getting ready for or have
recently transitioned to retirement.
During this special program, we’ll:
• Discuss retirement income strategies, including
perspectives around Social Security and making your
retirement savings last.
• Address how to prepare for the unexpected, including
market risks and the impact of rising costs.

The Entrepreneurial Equation (Nov. 12)
As a business owner, you probably have your hands full
minding day-to-day activities. Are you taking advantage of
the financial strategies and tools available to help you run
your business more effectively?
Join us for our presentation The Entrepreneurial EquationTM
to learn strategies to help you:
• Save time
• Attract and retain employees
• Preserve your business for yourself and your heirs
You will also have the opportunity to network with other
business owners in our community at this event.

Outsmart the Scammers (Dec. 4)
Incidents of fraud are on the rise, and scammers’ tactics
are becoming more complex. That’s why it’s important to
educate yourself about fraud. And while no one is immune,
there are steps you can take to Outsmart the Scammers.
Join us for this presentation and learn important strategies
to help protect you and the ones you love. We’ll share:
• How to spot certain red fl ags that may indicate
a fraudulent encounter
• Resources you can turn to in the event you or a loved
one is targeted
• Steps you can take now to help protect yourself and
your loved ones

* Adjustments and discounts will be applied during checkout if applicable. *

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