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 such as financing, negotiation, and DMV issue.

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Budgeting Essentials

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.

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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!

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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.

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Preparing for Care in Retirement

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.

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Protecting Your Identity

LEARN how to PROTECT yourself and your loved ones from rapidly growing identity theft and cyber crimes. Take the steps and become cyber savvy while ACCESSING key preventative measures to avoid becoming a victim.

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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.


Understanding Your Credit Workshop

LEARN how to breakdown the elements used to define your credit, while learning the BENEFITS to utilize credit to prepare for your financial future.

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Financial Calculators

Visualize the possibilities with our financial calculators.