Community Financial Education Workshops RSVP

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Email *

Thank you for your interest in our Financial Education Workshops! Please indicate which workshops you plan to attend. Zoom link details will be emailed to you prior to the workshop. Additionally, feel free to share your availability for a complimentary 1-on-1 session, where we can address your questions, review your current situation, and customize strategies to help you reach your goals. Looking forward to seeing you in class!

Name *

Phone Number *

Number of Attendees *

City *

State *

Which Workshops are You Attending? (Check All Apply)

01/05/26: Personal Budgeting; Debt Management Mon 11:30am - 12:30pm PST

01/05/26: Personal Budgeting; Debt Management Mon 7pm - 8:30pm PST

01/12/26: Emergency Fund; Building A Strong Financial Foundation Mon 11:30am - 12:30pm PST

01/12/26: Emergency Fund; Building A Strong Financial Foundation Mon 7pm - 8:30pm PST

01/26/26: Proper Protection Mon 11:30am - 12:30pm PST

01/26/26: Proper Protection Mon 7pm - 8:30pm PST

02/02/26: Building Wealth; Asset Accumulation Mon 11:30am - 12:30pm PST

02/02/26: Building Wealth; Asset Accumulation Mon 7pm - 8:30pm PST

02/09/26: Retirement and Social Security Planning; College Planning Mon 11:30am - 12:30pm PST

02/09/26: Retirement and Social Security Planning; College Planning Mon 7pm - 8:30pm PST

02/23/26: Long Term Care; Medicare Basic; Wealth Preservation Mon 11:30am - 12:30pm PST

02/23/26: Long Term Care; Medicare Basic; Wealth Preservation Mon 7pm - 8:30pm PST

03/16/26: Personal Budgeting; Debt Management Mon 11:30am - 12:30pm PST

03/16/26: Personal Budgeting; Debt Management Mon 7pm - 8:30pm PST

03/23/26: Emergency Fund; Building A Strong Financial Foundation Mon 11:30am - 12:30pm PST

03/23/26: Emergency Fund; Building A Strong Financial Foundation Mon 7pm - 8:30pm PST

03/30/26: Proper Protection Mon 11:30am - 12:30pm PST

03/30/26: Proper Protection Mon 7pm - 8:30pm PST

04/13/26: Building Wealth; Asset Accumulation Mon 11:30am - 12:30pm PST

04/13/26: Building Wealth; Asset Accumulation Mon 7pm - 8:30pm PST

04/20/26: Retirement and Social Security Planning; College Planning Mon 11:30am - 12:30pm PST

04/20/26: Retirement and Social Security Planning; College Planning Mon 7pm - 8:30pm PST

04/27/26: Long Term Care; Medicare Basic; Wealth Preservation Mon 11:30am - 12:30pm PST

04/27/26: Long Term Care; Medicare Basic; Wealth Preservation Mon 7pm - 8:30pm PST

05/04/26: Personal Budgeting; Debt Management Mon 11:30am - 12:30pm PST

05/04/26: Personal Budgeting; Debt Management Mon 7pm - 8:30pm PST

05/11/26: Emergency Fund; Building A Strong Financial Foundation Mon 11:30am - 12:30pm PST

05/11/26: Emergency Fund; Building A Strong Financial Foundation Mon 7pm - 8:30pm PST

05/18/26: Proper Protection Mon 11:30am - 12:30pm PST

05/18/26: Proper Protection Mon 7pm - 8:30pm PST

06/01/26: Building Wealth; Asset Accumulation Mon 11:30am - 12:30pm PST

06/01/26: Building Wealth; Asset Accumulation Mon 7pm - 8:30pm PST

06/08/26: Retirement and Social Security Planning; College Planning Mon 11:30am - 12:30pm PST

06/08/26: Retirement and Social Security Planning; College Planning Mon 7pm - 8:30pm PST

06/15/26: Long Term Care; Medicare Basic; Wealth Preservation Mon 11:30am - 12:30pm PST

06/15/26: Long Term Care; Medicare Basic; Wealth Preservation Mon 7pm - 8:30pm PST

Best Time for Free 1 on 1 Sessions (Check All Apply)

9am - Noon

Noon - 3pm

3pm - 6pm

6pm - 9pm

Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

Sunday

Time Zone *

PST

CST

EST

How did you learn about our Workshop? Or, Who Introduce you to our workshops? *

Name of your Company? *

What financial areas would you like to improve, learn more about, and be mentored in? *

We will email you the Zoom link before the Workshop. Thank you for your participation and feel free to share with other people or organizations!

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