This engaging and informative workshop is designed for parents with children of all ages — from newborn through college. Planning for college can be daunting, with many families feeling stressed […]

This program will be presented by a nationally recognized Certified College Funding Specialist, Jodi Bloom, who has been invited to speak to families and professionals by more than 65 organizations […]

De-Risk Your Retirement is an engaging, educational workshop designed to help individuals approaching or recently entering retirement better understand the financial decisions that can significantly impact their long-term security and […]

Retirement planning can feel overwhelming—between income sustainability, rising costs, taxes, healthcare, and market uncertainty. This workshop cuts through the noise with clear, unbiased guidance and practical strategies to help you […]