Workshops & Webinars
Workshops & Webinars
Get access to information that will help you build the foundation to a solid financial future. Our seminar platform of in-person and live webinars are the perfect tools for navigating financial dreams for you and your family. Sign up today!
Auto Buying Made Easy
SAVE time and money with an engaging workshop that puts you in the drivers’ seat of your next car purchase. GAIN insight from the dealers’ perspective along with standard car buying processes.
Taking control of your finances can be challenging—if you don’t have the right plan in place. That’s why we created this workshop. Whether it’s developing a spending plan, learning how to budget around variable income or simply setting goals for the future, this workshop will provide you with the tools you need to develop your own strategy and get on the road to financial success.
Financial Management Workshop
Learn to set GOALS, make a PLAN to reach those goals, then work hard to make it happen. Let us show you how to DEVELOP a sound financial strategy – one that covers all the financial bases, from insurance to investing to long-term care planning.
First-Time Home Buyer Workshop
LEARN how to NAVIGATE your home-buying experience with a workshop tailored for first-time buyers. Gain ACCESS to information about current market conditions and the home ownership process from start to finish. Register for a session below!
Partners First-Time Home Buying Panel
Join us for a panel discussion on home buying brought to you by the experts in the field of real estate, title, escrow and financing. Learn about what is happening in the market today, how to find the right home and guidance on financing.
Planning For Retirement
It's never too early to plan for retirement. However, without the right guidance, it can be daunting. At Partners, we can help you achieve your retirement goals with strategies to determine how much money you'll need and what savings options are available.
Join us for this educational workshop and make your money work for you.
Retirement Income Workshop
You've spent a lifetime accumulating money for your retirement. You've SAVED, INVESTED, and take advantage of workplace retirement plans. Now you have to make decisions about how to GENERATE a steady income, and these decisions could have lasting repercussions.
Every year millions of people are impacted by Identity Theft. Check out this video to learn more about protecting your identity!
Visualize the possibilities with our financial calculators.