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!
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.
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 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.
Preparing for Long-Term Care Workshop
Planning for your retirement may seem like a daunting task, but putting it off can have a serious impact on your savings down the road. At Partners, we can help you navigate long-term care and put you on a path to financial security for the golden years.
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.
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Visualize the possibilities with our financial calculators.