Event Details
Event Type: Webinar
Fri
July 17, 2026
12:00pm - 1:00pm
At your computer/device
Five Ways to Secure Your Finances
Financial security goes beyond budgets, saving, and investing. It requires a solid plan to protect and preserve the wealth you have created.
In this free webinar, we’ll explore five critical strategies designed to fortify your financial future, ensuring that the wealth you have worked so hard to build is available when you need it and can be passed on to future generations.
We will discuss the importance of understanding hidden fees in investment accounts, allowing your hard-earned money to work as efficiently as possible. Additionally, we’ll cover the necessity of protecting your assets through insurance. You’ll learn how to maximize your credit score and the significance of creating a generational wealth plan, including homeownership and strategies for passing down assets to your loved ones. Finally, we will examine the benefits of consulting with an experienced financial planner, who can streamline this process and offer personalized guidance to help you achieve your financial goals.
By the end of the session, you will have a clear and actionable plan to secure your finances today for a brighter tomorrow.
This class will be recorded and a one-week link to the recording will be shared with all registered participants.
To receive incentive points, attend at least 80% of the live session or listen to the entire recording within one week.
Request disability accommodations and access info.
Class details are subject to change.