Presentations
Join us for Financial Wellness Wednesdays!
Every other Wednesday, we host complimentary presentations to help you further your own financial education. Take a look at some of our upcoming presentation topics below and register today!
All sessions will be held at our Cascade Lake Business Center. You can also register to watch virtually!
Walk-ins are welcome but we highly encourage you to register. Links to join virtually will be provided on our website and via email to registrants.
Wednesday, November 4th
11:00 am | Clear answers to your Medicare questions*
Presented by Dave Brown - TruLync Medicare Advisors
When it comes to Medicare, one size doesn’t fit all. What works for your neighbor may not be the best fit for you. You may also feel overwhelmed with information and become frustrated with the numerous options available. During this presentation, we’ll cover all available options, provide guidance to help you navigate the Medicare system, and share how we can support you.
*This is an educational event. No plans will be reviewed, and no sales will be conducted. A licensed insurance agent will be present to answer questions. We are not connected with, nor endorsed by, the U.S. Government or the Federal Medicare Program. For accommodations of persons with special needs at meetings, call (800) 535-2129.
Wednesday, November 18th
11:00 am | The Sandwich Generation: Balancing Family, Finances, and the Future
Presented by Sokha Yous
Balancing the needs of aging parents, children, and your own financial future can be both emotionally and financially challenging. This presentation explores the unique pressures facing the sandwich generation and strategies for protecting your financial well-being.
12:15 pm | Home Financing
Presented by Sheryl Peterman
Learn the ins-and-outs of buying a home, available loan options, key players, what the process looks like, and next steps.
Wednesday, December 2nd
11:00 am | Clear answers to your Medicare questions*
Presented by Dave Brown - TruLync Medicare Advisors
When it comes to Medicare, one size doesn’t fit all. What works for your neighbor may not be the best fit for you. You may also feel overwhelmed with information and become frustrated with the numerous options available. During this presentation, we’ll cover all available options, provide guidance to help you navigate the Medicare system, and share how we can support you.
*This is an educational event. No plans will be reviewed, and no sales will be conducted. A licensed insurance agent will be present to answer questions. We are not connected with, nor endorsed by, the U.S. Government or the Federal Medicare Program. For accommodations of persons with special needs at meetings, call (800) 535-2129.