Events & Seminars

Polar Express Story Time for Kids

Date: Friday, December 22
Time: 11 - 11:45 am and 4  - 4:45 pm
Location: All of our financial centers

Stop by any of our centers on Polar Express Day (12/22) for a special story time for children. We will provide hot chocolate and cookies and will read, The Polar Express. Don't forget to wear your jammies!

Protecting Yourself from Identity Theft

Learn how to protect yourself and what to do if your identity has been stolen. We will help you understand terms like Phishing, Pharming, Spamming and Spoofing and how to become more aware of the potential dangers associated with identity theft.

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The American Dream, Home Buyer Education

For many people, owning a home is a major part of the American Dream. It is also a big responsibility - for many years to come. Buying a home is the largest purchase most people will ever make. So, where do you start? Find out more by attending this seminar.

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Retirement Income Planning: Planning for a Financially Successful Retirement

Retirement income planning is the process of understanding how much income you’ll need during your retirement years to support the retirement lifestyle you want, and positioning you assets to provide that income. While there’s no such thing as a “one size fits all” plan, there are steps you can take to help increase the possibility of retiring with confidence.

In this seminar you’ll learn:

  • How to plan for when your retirement will start, (including the impact of early retirement, delayed retirement, and working in retirement), how long it will last, and the retirement lifestyle you want.
  • Steps to estimate the amount of money you’ll need in retirement to meet you goals, factoring in healthcare costs, taxes and inflation.
  • How to supplement fixed income sources such as Social Security with your retirement income savings, including investment strategies/concepts you should consider.

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