Tag Archives: Finance

Family Wealth Education

February 27 @ 3:00 pm 4:00 pm

Family wealth includes more than just economic resources. Equip your family members for the responsibilities that wealth brings.

We’ll discuss:
• The importance of a wealth transfer plan
• Age-appropriate education designed to instill positive wealth habits

Retirement Planning Across Generations & Demographics

February 12 @ 12:00 pm 1:00 pm

Retirement planning across generations and
demographics: Navigating the big decisions


Retirement planning involves important calculations,
from how much to save to when to retire.
During this webinar, learn:

  • How many Americans are navigating their retirement
    choices
  • The link between financial literacy and financial wellbeing
  • About the tools available to improve financial wellness

Take control of your financial life: 5 steps to managing money and debt

December 4, 2024 @ 12:00 pm 1:00 pm

Learn how to manage money, uncover how to set goals, balance your budget and use debt wisely. With the know-how you need and a little determination, you can put yourself on the path to greater lifelong financial security.

Dealing with Dementia

November 6, 2024 @ 1:00 pm 5:00 pm

Being a caregiver for a family member or friend with dementia comes with its own set of unique rewards and challenges. The Dealing with Dementia workshop is here to provide insights and guidance on dementia and the caregiver journey.

Participants will be sent a free, comprehensive Dealing with Dementia guide designed specifically to help support caregivers. Please register using your physical mailing address. About two weeks before the workshop, you’ll receive an email to confirm your mailing information. This email is customized to you and will contain your name and the physical mailing address you provide to us at registration. You’ll need to confirm we have the correct information before your event materials will be sent.

Exploring Medicare Options

October 16, 2024 @ 10:00 am 11:00 am

Cigna’s virtual educational seminars will cover a wide range of Medicare topics, including eligibility, coverage options and the enrollment process.

Exploring Medicare Options

December 9, 2024 @ 11:00 am 12:00 pm

Cigna’s virtual educational seminars will cover a wide range of Medicare topics, including eligibility, coverage options and the enrollment process.

Exploring Medicare Options

October 8, 2024 @ 11:00 am 12:00 pm

Cigna’s virtual educational seminars will cover a wide range of Medicare topics, including eligibility, coverage options and the enrollment process.

Exploring Medicare Options

November 12, 2024 @ 11:00 am 12:00 pm

Cigna’s virtual educational seminars will cover a wide range of Medicare topics, including eligibility, coverage options and the enrollment process.

Smart Tax Moves: Opportunities to Save

December 10, 2024 @ 3:00 pm 4:00 pm

This event looks at several tax planning strategies that many people don’t take full advantage of even though they qualify. A few of the strategies we’ll discuss include making sure you have the appropriate tax withheld, maximizing your retirement plan contribution, and investing with taxes in mind.

This is an overview. Before you take any tax action, we recommend that you consult with a tax expert to see how these tax planning tips and strategies would apply to your individual circumstances.

Smart Tax Moves: Opportunities to Save

December 10, 2024 @ 12:00 pm 1:00 pm

This event looks at several tax planning strategies that many people don’t take full advantage of even though they qualify. A few of the strategies we’ll discuss include making sure you have the appropriate tax withheld, maximizing your retirement plan contribution, and investing with taxes in mind.

This is an overview. Before you take any tax action, we recommend that you consult with a tax expert to see how these tax planning tips and strategies would apply to your individual circumstances.