Workshops & Webinars


Workshops and 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!

Budget and Money Management Essentials Workshop

Get practical tools to help you BUILD a budget that’s achievable and goal-driven. Become a master at creating budgets that produce a multitude of BENEFITS for you and your family.


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!

Florida California

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.


Ways To Save Workshop

Life is full of surprises. At Partners, we want to make sure you’re financially prepared for whatever the future holds. We can help you establish a budget, set up an emergency fund and learn more about other savings options. Join us, and create lifelong habits that will secure your financial future.



Financial Calculators

Visualize the possibilities with our financial calculators.