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Retirement Risks and Estate Planning Education Seminar and Webinar
Retirement is more than a milestone. It is a transition that introduces new financial and planning risks that can affect income, lifestyle, health care, and family legacy. This educational hybrid seminar and webinar focuses on helping participants understand common retirement risks and common estate planning mistakes so they can be better prepared to ask the right questions and make…
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Get to Know Medicare
A Medicare Made Clear® Educational Webinar Medicare is a federal health insurance program but understanding how it works requires more than just knowing when you turn 65. This complimentary, educational webinar provides a clear overview of Medicare, including eligibility, coverage, costs, enrollment periods, and options for additional coverage. The session is designed to help individuals…
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Common Money Mistakes Webinar
Nobody is perfect, but being familiar with common money mistakes can help you navigate their pitfalls more confidently. Some financial missteps you’ll make in the future will be big. Others will be small. And still, others will fall somewhere in between. Regardless of the size of a mistake, all mistakes can have an impact…
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Financial Goal Setting Webinar
Setting financial goals can be intimidating and overwhelming, but it doesn’t have to be. Join us for an engaging seminar to talk about financial goal setting and to learn how to create achievable objectives for yourself and your future. We’ll also discuss how to review and adjust your goals over time as life changes. Get…
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Paying Off Debt: Your Path to Financial Freedom Workshop
Does being in debt stress you out? A mountain of debt, in any form, can cause anxiety and put a strain on your relationships. As part of our financial wellness series, we want to share how you can manage and reduce your debt, which will ultimately provide a path for your financial future. In…
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Budgeting for the Holidays Webinar
Holiday shopping can be stressful, especially if the budget is insufficient to pay for all the gifts. In this course, we review the importance of budgeting for every occasion and offer money-saving tips and techniques with Triangle’s Goal Builder so you can enjoy gift-giving and all the splendor of the holidays! This workshop has…
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Pay Off Debt: Your Path to Financial Freedom Workshop
Does being in debt stress you out? A mountain of debt, in any form, can cause anxiety and put a strain on your relationships. As part of our financial wellness series, we want to share how you can manage and reduce your debt, which will ultimately provide a path for your financial future. This…
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Purchase Your New Auto Workshop: Prepping Your Credit & Steps to Prequalify
Learn the benefits of credit, what a credit score is and how to achieve one, how to use credit to purchase a new vehicle, how to prequalify for a loan, and the ins/outs of working with a local dealership to ensure your auto-buying experience is hassle-free. This free webinar is perfect for people of…
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Medicare Made Clear Webinar
Whether you are just turning 65, or new to Medicare, now is a good time to learn about the different parts of Medicare and how to choose a plan that may meet your needs. Take advantage of the opportunity to learn about Medicare as we explore resources from Medicare Made Clear™, an award-winning series…
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Medicare Made Clear Webinar
Whether you are just turning 65, or new to Medicare, now is a good time to learn about the different parts of Medicare and how to choose a plan that may meet your needs. Take advantage of the opportunity to learn about Medicare as we explore resources from Medicare Made Clear™, an award-winning series…
