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, August 6th
11:00 am | Financial wellness
We’ll cover areas such as budgeting, saving, managing debt, retirement & financial planning, managing your money, and watching for scams to help you stay financially fit.
12:15 pm | Cybersecurity safety & wellness
With advances in technology, our comfort with all things cyber can range from novice to expert. No matter where you stand, join us for an insightful presentation to enhance your knowledge of trending cyber threats, the risks associated with them, and best cyber hygiene practices to build up your layers of defense.
Wednesday, August 20th
11:00 am | Clear answers to your Medicare questions**
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, September 3rd
11:00 am | Benefits of meeting with a Financial Wellness Counselor
If you’ve ever felt overwhelmed by your finances or wondered how to improve your money management skills, this is the presentation for you. From budgeting to savings goals, learn how working with a Financial Wellness Counselor could benefit you.
Wednesday, September 17th
11:00 am | Clear answers to your Medicare questions**
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, October 1st
11:00 am | Identity theft, prevention & recovery
Learn how you can better protect yourself from identity theft, prevent it from happening, or how to recover if you’ve been impacted.
12:15 pm | Student Loans 101
We’ll help you understand options for saving for college, ways to pay for college, forbearance, and more.