Wellness Webinars
Merry and Mindful Holiday Shopping
September 30 @ 2:00 pm – 2:45 pm EST
The holiday season can bring joy, generosity, excitement—and financial stress. Why do some people love holiday shopping while others avoid it altogether? The answer often lies in our unique money personalities and money mindset.
In this engaging and relatable webinar, participants will explore how emotions, habits, values, and past experiences influence holiday spending decisions. Attendees will learn how to recognize their own financial tendencies, better understand others, and develop practical strategies for staying financially balanced during one of the most emotionally charged spending seasons of the year.
Tuesday, October 6th, 2026 @ 12:00 PM-1:00 PM
Your Future, Your Finances: Investing & Preparing for Retirement
Whether retirement is years away or just around the corner, the choices you make today can help shape your financial future. Join us for an informative webinar with our investment resource advisor as we explore investing basics, retirement planning strategies, and practical steps you can take to feel more prepared for what’s ahead. Whether you’re just getting started or want to make sure you’re on the right track, this session is a great place to begin.
Watch our previous Wellness Webinars: Click the topics below to watch the webinars
- Navigating Social Security
- Home Equity – Turning Possibility into Realty
- Medicare Essentials
- Financial Wellness 101: The Power of Financial Counseling
- Tap Into Your Home’s Potential: HELOC Basics
- Maximizing Social Security
- The State of Mortgages in 2025: Trends, Challenges, and Opportunities
- Smart Shopping: Maximize Your Grocery Savings! (Oct 2024)
- Navigating Financial Wellness
- Seven Keys to Enhancing Social Security Retirements Benefits (April 2024)
- Are You Financially Fit? (May 3, 2023)
- New Year...New Financial Goals (March 1, 2023)
