February 2019
Retirement: Building a Comfortable Lifestyle for Tomorrow
Planning for retirement often involves asking some questions that are difficult to answer. What will my retirement look like? When…
See DetailsMarch 2019
The 6 Series: Cyber Security and Insurance
At some point most companies will face a cyber security issue, whether it's from an external source like ransomware or sending private client information to the wrong party with a mistyped email address. Even simple mistakes have cost other local businesses in excess of $100,000 and left them open to legal ramifications. Is your business prepared for a cyber security breach?
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Financial Education for Entrepreneurs
ABCs of Small Business: Whether you’re thinking about starting a small business or are already an owner, join us to sharpen your skills and make sure your business is on track. This course will teach you how to Analyze the market, Brand your business, and Create a business plan.
See DetailsSocial Security: Seven Keys to Enhancing Benefits Seminar
What does retirement look like to you? Will Social Security still be there for me? The decisions that you make…
See DetailsApril 2019
Investment Fundamentals
Today, more people realize that they need a sound investment strategy to help pursue their financial goals — whether those…
See DetailsMay 2019
Retirement Income: Charting a Course to Help Your Money Last
Make the most of your retirement income streams You’ve spent a lifetime accumulating money for your retirement. You’ve saved, invested,…
See DetailsThe 6 Series: Social Selling
At some point most companies will face a cyber security issue, whether it's from an external source like ransomware or sending private client information to the wrong party with a mistyped email address. Even simple mistakes have cost other local businesses in excess of $100,000 and left them open to legal ramifications. Is your business prepared for a cyber security breach?
Find out more »June 2019
United Way Pop Up Giving
Join us for an evening of fun, fast, instant-impact giving with the United Way! Pop Up Giving is a collaborative…
See DetailsInformed Women Know More
7 Strategies to help you take control Research has shown that even though many women are well educated, have successful…
See DetailsJuly 2019
Retirement: Building a comfortable lifestyle for tomorrow
Planning for retirement often involves asking some questions that are difficult to answer. What will my retirement look like? When…
See DetailsThe 6 Series: HR Bootcamp
New to Human Resources or want a refresher? Rebuild your HR muscle at this topic-packed, interactive crash course on several…
Find out more »August 2019
Social Security: Seven Keys to Enhancing Benefits
Help enhance your social security benefits What does retirement look like to you? Will Social Security still be there for…
See DetailsThe 6 Series: Workplace Safety Training
Do you know what to do in case of an active shooter attack? The Kalamazoo County Sheriff’s Office presentation for…
See DetailsSeptember 2019
Investment Fundamentals
Today, more people realize that they need a sound investment strategy to help pursue their financial goals — whether those…
See DetailsOctober 2019
Retirement Income: Charting a Course to Help Your Money Last
Make the most of your retirement income streams You’ve spent a lifetime accumulating money for your retirement. You’ve saved, invested,…
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Red Cross Blood Drive
Give Blood. Help save lives! Save three lives with just one gift and an hour out of your day. Sign…
See DetailsAging Employees, Spouses & Parents – Do you need resources?
All of us and our employees will fit in one of these categories in the future. Thankfully, we have amazing…
See DetailsNovember 2019
Women, Money and Power: Take control of your financial future
Research has shown that even though many women are well educated, have successful careers, and are managing their daily household…
See DetailsJanuary 2020
Social Security
When Should You Begin Receiving Your Social Security Retirement Benefits? As you near retirement, one of the biggest financial decisions…
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Financial Planning Basics
An Overview of the Financial Planning Process Everyone can benefit from a financial plan that is tailored to individual needs…
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