Presentations
Join us for Financial Wellness Wednesdays!
Every other Wednesday, we host complimentary presentations to help you further your own financial education. Take a look at some of our upcoming presentation topics below and register today!
All sessions will be held at our Cascade Lake Business Center. You can also register to watch virtually!
Walk-ins are welcome but we highly encourage you to register. Links to join virtually will be provided on our website and via email to registrants.
Wednesday, April 22nd
11:00 am | Clear answers to your Medicare questions*
Presented by Dave Brown
When it comes to Medicare, one size doesn’t fit all. What works for your neighbor may not be the best fit for you. You may also feel overwhelmed with information and become frustrated with the numerous options available. During this presentation, we’ll cover all available options, provide guidance to help you navigate the Medicare system, and share how we can support you.
*This is an educational event. No plans will be reviewed, and no sales will be conducted. A licensed insurance agent will be present to answer questions. We are not connected with, nor endorsed by, the U.S. Government or the Federal Medicare Program. For accommodations of persons with special needs at meetings, call (800) 535-2129.
Wednesday, May 6th
11:00 am | Merging finances with confidence
Presented by Sokha Yous
Whether you’re new to sharing finances with a partner or blending two established households, we’ll guide you through building a budget that works for everyone. Participants will learn how to handle different spending habits, combined resources, and set shared financial goals. All to help create clarity, trust, and confidence with money as a team.
12:15 pm | Getting yourself out of debt
Presented by Sokha Yous
Our Financial Wellness Counselor, Sokha Yous, will share information that can help you better manage your finances, work towards eliminating debt, and manage your credit effectively.
Wednesday, May 20th
11:00 am | Clear answers to your Medicare questions*
Presented by Dave Brown
When it comes to Medicare, one size doesn’t fit all. What works for your neighbor may not be the best fit for you. You may also feel overwhelmed with information and become frustrated with the numerous options available. During this presentation, we’ll cover all available options, provide guidance to help you navigate the Medicare system, and share how we can support you.
*This is an educational event. No plans will be reviewed, and no sales will be conducted. A licensed insurance agent will be present to answer questions. We are not connected with, nor endorsed by, the U.S. Government or the Federal Medicare Program. For accommodations of persons with special needs at meetings, call (800) 535-2129.
Wednesday, June 3rd
11:00 am | A parent’s guide to teaching kids & teens about money
Presented by Sokha Yous
This presentation helps parents teach kids and teens the essentials of budgeting, saving, and setting financial goals in an age-appropriate way. It focuses on practical everyday strategies, like allowance, spending decisions, and open conversations to build healthy money habits early. Attendees will leave with simple and realistic tools to raise financially confident and responsible young adults.
12:15 pm | Decoding Scams: Psychology & Prevention
Presented by Stephanie Macrafic
Would you like to better protect yourself from financial scams? We’ll teach you how to avoid getting hustled out of your hard-earned cash. Learn about common scams, how to recognize them, and ways you can protect yourself from financial harm.
Wednesday, June 17th
11:00 am | Clear answers to your Medicare questions*
Presented by Dave Brown
When it comes to Medicare, one size doesn’t fit all. What works for your neighbor may not be the best fit for you. You may also feel overwhelmed with information and become frustrated with the numerous options available. During this presentation, we’ll cover all available options, provide guidance to help you navigate the Medicare system, and share how we can support you.
*This is an educational event. No plans will be reviewed, and no sales will be conducted. A licensed insurance agent will be present to answer questions. We are not connected with, nor endorsed by, the U.S. Government or the Federal Medicare Program. For accommodations of persons with special needs at meetings, call (800) 535-2129.
Wednesday, July 1st
11:00 am | Building strong money habits
Presented by Sokha Yous
How can you save more for the future, and what simple changes can you make to enhance your financial picture? Join us for a presentation with Financial Wellness Counselor, Sokha Yous, to learn ways you can build stronger money habits that will benefit you now and in the future.
12:15 pm | Principles of Investing*
Guest Speaker Don Christenson - Investment Advisor Representative, Cetera Networks
Build on your current investing knowledge to help build strategies for short and long-term financial goals.
*Cetera Networks is a distinct community within Cetera Wealth Services, LLC. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.