Financial Wellness Learning Center

On demand video series to empower you with essential financial knowledge and tools, providing you with practical insights and actionable strategies.

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View Our On Demand Webinars

Financial professional meeting with clients to discuss estate planning and wealth transfer strategies.

Everyone Has an Estate Plan. Whose Deciding Yours?

Estate planning can sound intimidating, but the reality is that every adult already has an estate plan. The question isn't whether you have one. The question is whether you've created it yourself or whether state law will make those decisions for you.

LEARN MORE about estate planning.
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 about social security
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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 for your financial plan.
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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 about credit
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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 for your finances.
A man and woman sit at a wooden table, smiling at each other with an open laptop in front of them.

The Basics: Budgeting

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.

LEARN THE BASICS about saving
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