Webinars & Workshops
Learn from the Experts
Transform financial concepts into practical strategies.
Learn, grow, and take control of your financial future through our expert-led webinars and workshops. These educational programs offer practical guidance on a variety of personal finance topics, helping participants build confidence, strengthen financial skills, and make informed decisions that support long-term financial wellness.
What are the available topics?
See a list below of the different workshops and seminars available.
Budgeting & Money Management
Build a strong financial foundation by learning how to create a realistic budget, manage cash flow, increase savings, and make confident financial decisions.
Debt & Credit
Take control of your financial future by understanding credit scores, managing debt, and developing effective repayment strategies. Learn how to use credit wisely, reduce financial stress, and improve your long-term financial health.
Investment & Wealth Building
Discover how investing can help you grow wealth and achieve your financial goals. Explore investment basics, retirement accounts, diversification, and strategies designed to help you build financial security over time.
Risk Management & Insurance
Protect yourself and your loved ones from life's unexpected events. Explore health, life, disability, and property insurance options while learning how appropriate coverage can strengthen your overall financial plan.
Retirement & Employee Benefits
Make the most of your workplace benefits and prepare for a secure retirement. Learn about retirement plans, employer-sponsored benefits, social security, and strategies to help you confidently plan for the future.
Tax, Estate & Legacy Planning
Understand how taxes, estate planning, and legacy decisions fit into your overall financial picture. Learn strategies for tax efficiency, protecting your assets, and creating a plan that reflects your values and long-term goals.
Featured Experts and Speakers
Christopher Gilmore, CFP®, ChFC®, RICP®, CLU®, CAP®, SE-AWMA®, CRPC®, APMA®, ABFP®, CLTC®, MPAS®
Financial Advisor, Growth Development Director - Northwestern Mutual
Mark J. Vander Linden, CFP®
President - Professional Financial Management, Inc.
Miranda R. Hoffman, CTFA™, CFP®
Partner - Copper Harbor Investment Advisors, LLC
David N. Dudek, APMA®, CRPC®
Vice President, Financial Consultant - Charles Schwab
Christopher Feutz, CFP®, BFA™, ChFC®, APMA®, CEPA®
Financial Advisor - Kuttin Wealth Management
Zachary Gilson, APMA®
Wealth Advisor - Kuttin Wealth Management