Recordings & Downloads
Reduce, Retire, Relax Webinar
This webinar recording and download will provide you with ļ¬nancial guidance on what to do with your 401(k) and retirement investments. Continue reading
Home Buying: The Top 10 Things You Need to Know
This webinar providesĀ financial guidance on how to navigate home buying in the PNW. Continue reading
Social Security: The Choice of a Lifetime Webinar
This webinar recording will provide you with financial guidance on Social Security. Continue reading
Understanding Your Credit Report & Score Webinar
This webinar will go over how to read a credit report and why credit and credit scores are important to live a financially empowered life. Continue reading
Steps to Financial Freedom Webinar
This webinar will go over how to set financial goals, how to create a budget, and how to use your credit wisely so you can become more financially empowered. Continue reading
Holiday Spending Tips Webinar
This webinar will go over ways to make holiday spending less stressful. Continue reading
Knowing Your Medicare Plan Options Webinar
This webinar is meant to provide you with information about Medicare. Continue reading
Teaching Your Kids About Money Webinar
This webinar will go over tips on how to prepare your children about finances and how to open a minor account. Continue reading
Planning for Long Term Care Webinar
This webinar is meant to provide awareness on how a long-term care events impact you and your loved ones and about some of the options that can help mitigate the risks of long-term care. Continue reading