Events

Learn how to make sense of your investments — from understanding the basics to building a strategy that works for your life. Join us for an engaging, judgment-free workshop designed for everyday people.

An intro session to the Making Sense of My Benefits series. Learn how to navigate and maximize the benefits available to you — from retirement plans to health coverage and beyond.

Dive into retirement benefits — 401(k)s, pensions, employer matches, and how to make the most of what your job offers. Walk away with a clear action plan for your future.

Confused by deductibles, copays, HSAs, and FSAs? This session breaks down your health insurance options so you can choose and use your coverage with confidence.

Buying a car, a home, or making another big financial decision? This workshop will walk you through how to evaluate major purchases with confidence so you never feel buyer's remorse again.

Registration closes 5 days before the event.

Life insurance, disability, EAPs, tuition reimbursement — these benefits often go unused because no one explained them. This session changes that.

Ever opened a medical bill and thought, "What am I actually paying for?" This workshop breaks down how medical billing works, what insurance terms really mean, where billing surprises happen, and what you can do about it — so you can advocate for yourself with confidence.

Registration closes 5 days before the event.