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 7th


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.

Register



Wednesday, August 21st


11:00 am | Money & Mental Health
Money has a big impact on our mental health. If you are looking to improve your relationship with money this presentation will help you learn more about long-term goals, debt repayment, and other steps you can take to reduce your stress when it comes to your financial outlook.

Register



Upcoming Medicare Presentations


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.

Register

Wednesday, September 18th at 11:00 am 

Register

Wednesday, October 16th at 11:00 am

Register

Wednesday, November 13th at 11:00 am




**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.