SESSION DETAILS

Financial Bites is a complimentary education series founded in 2019 to further our mission of education and empowerment, to both existing clients and the broader community. The series was first hosted live in-house and also recorded as part of our online resources available publicly. Series Two is in development and we always welcome feedback and suggestions for future sessions. Please follow us on LinkedIn, Facebook and Instagram to be kept up-to-date with future sessions and also receive ‘financial bites’ for getting the most life out of your wealth!

RETIREMENT PLANNING

Clients often come to us asking, “How much do I need to save for retirement?” This session addresses this question by focusing on smarter ways to save, how to more efficiently invest those savings, and how to balance your normal expenses with future costs.

BUDGETING

This session focuses on the importance of checking your financial pulse – everything from what savings/spending strategies you should use to the importance of maintaining a good credit score.

TAX PLANNING FOR INDIVIDUALS

Tax forms often look like they’re written in a foreign language. This session will break down what those forms are actually asking as well as a few strategies to put more money back into your own pocket.

INVESTMENTS

Navigating the world of investments can be intimidating for those who don’t do it day in and day out.This session will provide a brief overview of the different types of investments that exist and how those different types blend together to create a portfolio that’s right for you.

LIFE INSURANCE AND LONG-TERM CARE

Paying for insurance is not fun for anyone. But knowing what your insurance policy covers is crucial to making sure it’s money well spent. We will go over the “when and when not to” rules on buying life and long-term-care insurance policies.

ESTATE PLANNING

You’ve worked hard for your wealth – this session will help you ensure you pass it on in the most thoughtful way. Death isn’t easy for anyone to discuss, but it’s vital that your plan is in order so that you can take care of your loved ones.

PERSONAL LINES INSURANCE

Not many people can read their auto policy and know every benefit listed. Here we break down policies that deal with accidents and liabilities to help you understand how you are covered.

DATE: POSTPONED – To be rescheduled
TIME: TBD