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Seminars

October 2019

A view from atop a stairwell of a cocktail party in the atrium of an office building

Retirement Income: Charting a Course to Help Your Money Last

10.16.19

Make the most of your retirement income streams You’ve spent a lifetime accumulating money for your retirement. You’ve saved, invested,…

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The 6 Series

Aging Employees, Spouses & Parents – Do you need resources?

10.29.19

All of us and our employees will fit in one of these categories in the future. Thankfully, we have amazing…

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November 2019

A view from atop a stairwell of a cocktail party in the atrium of an office building

Women, Money and Power: Take control of your financial future

11.20.19

Research has shown that even though many women are well educated, have successful careers, and are managing their daily household…

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Women Who UPLIST event in GR November 21

Women Who UPLIFT

We're proud to sponsor the November edition of GR Women Who is all about UPLIFTING dynamic women who serve as…

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January 2020

Social Security

When Should You Begin Receiving Your Social Security Retirement Benefits? As you near retirement, one of the biggest financial decisions…

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February 2020

Financial Planning Basics

An Overview of the Financial Planning Process Everyone can benefit from a financial plan that is tailored to individual needs…

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March 2020

A Consumers Credit Union and a parking lot with an American Flag on a pole

Retirement Basics

3.10.20

Will You Have Enough to Retire Comfortably? Most of us imagine retirement as a happy time, a reward for a…

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May 2020

The New Experience for Employees, Businesses and Consumers

The New Employee Experience

5.27.20

Returning to Work Safely ​Earlier this year the way the world works changed. Dramatically. How will this new paradigm affect…

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June 2020

The New Experience for Employees, Businesses and Consumers

The New Business & Consumer Experience

6.2.20

​Roles, Routines & Functions in the New Economy Earlier this year the way the world works changed. Dramatically. How will…

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The New Experience for Employees, Businesses and Consumers

The New Tech Experience

6.9.20

Leveraging Technology to Serve Safely Earlier this year the way the world works changed. Dramatically. How will this new paradigm…

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