We regularly host a multitude of financial literacy workshops in the community to educate and spread awareness on the importance of personal financial planning.  


What are the benefits?

  • Offers an opportunity for education on financial issues and encourages taking control over personal and household finances.
  • Addresses topics relative to all age groups and economic levels and offers strategies to help establish and build financial security.
  • Provides a safe open forum environment to have a discussion and ask questions in a safe environment. 

Who are the common audiences?

  • Corporations  
  • Executives
  • Medical professionals 
  • Starting/early-career professionals
  • Professional groups
  • Not-for-profits and associations
  • College and graduate students

What topics are most requested?

  • Budgeting
  • Retirement planning 
  • Group benefits
  • Protecting your loved ones
  • Managing debt
  • Risk management
  • College funding strategies