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, January 8th
11:00 am | Life stages: planning your financial journey
Whether you’re just starting to build a foundation, planning for the future, building wealth, or trying to preserve retirement savings long-term, we’re here to support you during every life stage. We can provide you with life-long financial guidance and support because we understand your journey as a medical professional or family member of one. Learn the fundamentals of planning to achieve financial peace of mind at any stage.
12:15 pm | Budgeting
Looking to improve your budgeting skills? Learn how to set financial goals you can reach and plan ahead for with our Financial Wellness Counselor, Sokha Yous.
Wednesday, January 22nd
11:00 am | Clear answers to your Medicare questions*
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.