Jan 22 Ask CAPTRUST: How to Save (on a Tight Budget) 11 a.m. – Noon, Jan. 22, 2025 When your budget is tight, it can feel like there isn’t enough left over for saving. In this webinar, get strategies for small changes that can add up to a real difference in how—and how much—you can save.
Mar 18 Helping Your Teen on Their Financial Journey Noon – 12:45 p.m., March 18, 2025 Get tips and tools to share with your teen and help build a solid financial foundation. This session will cover topics such as good money habits and skills on saving, spending and investing and how to talk finances with your teen.
Aug 26 Estate Planning with TIAA Noon – 1 p.m., Aug. 26, 2026 Learn from the experts at TIAA about estate planning.
Sep 22 Live Q&A - Solve Your Financial Puzzle (CAPTRUST) 10 – 10:30 a.m., Sept. 22, 2026 Come join CAPTRUST education session. Together we will look at how to navigate varying financial goals. From savings and budgeting to home buying, college and retirement planning. We'll talk through the various puzzle pieces and how they can come together to reach your ideal financial future.
Sep 22 Fidelity One-on-One Consultation (In-Person) 1 – 4:45 p.m., Sept. 22, 2026 Schedule a complimentary one-on-one session with Fidelity to discuss your day-to-day finances, retirement planning, and more.
Sep 23 Fidelity One-on-One Consultation (In-Person) 9:45 a.m. – 1:30 p.m., Sept. 23, 2026 Schedule a complimentary one-on-one session with Fidelity to discuss your day-to-day finances, retirement planning, and more.
Oct 06 Live Q&A: Understanding the Basics of Social Security Noon – 12:45 p.m., Oct. 6, 2026 Social Security may be an important income source for retirement. Learn about key Social Security claiming ages and how your benefit is calculated, so you can better understand the choices.
