Financial Wellness Learning Center

Close-up of an older adult’s hands being gently held by another person, symbolizing support and care during conversations about Social Security benefits and retirement income planning.

Social Security Optimization

Samantha Kolb and Samantha Guthrie discuss Social Security optimization covering benefit basics, timing strategies and key considerations like spousal benefits and Medicare to help individuals approaching retirement make informed decisions.

PLAN SMARTER

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Foundations of a Financial Plan

Designed for individuals approaching retirement age, this session explores the six key components of a comprehensive financial plan and outlines the planning process most financial professionals follow

BUILD YOUR FOUNDATION

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The 5 C’s of Credit

We'll explore the 5 C's of Credit, providing you with the knowledge to navigate the world of credit and make informed financial decisions.

LEARN THE BASICS

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Establishing Goals and Savings Strategies

Join us for a reality-based conversation to better understand how to prepare a balanced spending plan and maintain a personal budget. This session will provide you with the tools to manage your finances effectively.

ESTABLISH YOUR GOALS

A man and woman sit at a wooden table, smiling at each other with an open laptop in front of them.

The Basics: Budgeting