Events
Upcoming Events
Raising Financially Smart Kids Session 1 (Ages 3-5)
Money is a Tool - Kids learn through play. This webinar concentrates on ages 3-5. This is the first of 5 summer school workshops that we will be presenting each Wednesday in July. Each session will be recorded and posted on our website along with a parents’ guide. Please feel free to share the link for this recording and guide with others
Raising Financially Smart Kids Session 2 (Ages 6-8)
Saving & Choices – Kids can understand trade-offs. This session, we are focusing on ages 6-8. This is an exciting stage because kids are ready to move beyond simple awareness and begin practicing real-world money habits. At this age, children can start connecting money with choices, responsibility, and goals. They can begin understanding that money is limited, that decisions have tradeoffs, and that saving helps them work toward something meaningful. The goal is not to make them experts. The goal is to help them build confidence and healthy habits one small step at a time.
Raising Financially Smart Kids Session 3 (Ages 9-12)
Earn, Save, Spend, Plan - This is a really important stage because kids are beginning to want more independence, more ownership, and more say in the decisions they make. That makes it a great time to help them build practical money habits in a guided way. They are old enough to begin understanding tradeoffs, planning, effort, and responsibility, but they still benefit greatly from parent coaching and structure. Ages 9 to 12 are a strong time for money learning because children are becoming more independent in many areas of life. They often want more freedom, more choices, and more responsibility. That creates an opportunity. Instead of waiting until the teen years to begin talking about money in practical ways, parents can begin now, while children are still open to guidance and practice. This is a great time to help them build practical money habits in a guided way.
Raising Financially Smart Kids Session 4 (Ages 13-15)
Real-world money confidence grows through practice, planning, and wise choices. This is our 4th of 5 summer school workshop that we will be presenting each Wednesday in July. Each session will be recorded and posted on our website along with a parent's guide. Please feel free to share the link for this recording and guide with others.
Raising Financially Smart Kids Session 5 (Ages 16-18)
Budgeting for Real Life - Money needs categories, Fixed and flexible expenses matter, Budgeting creates freedom, Simple systems work best. Each session has been recorded and posted on our website along with a parent's guide. Please feel free to share the link for this recording and guide with others. Teens this age may be working, driving, shopping online, and preparing for life after high school. They make money choices more real and more consequential. This is the ideal age for guided practice before full independence
Past Events
June 3, 2026
6:30p - 7:30p
Zoom
Raising Financially Aware Kids
Emily Cullina of American Century lnvestments® is not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by Emily Cullina of American Century Investments® is in no way related to Cetera Wealth Services, LLC or its registered representatives.
April 23, 2026
1:00p - 2:00p
Webinar
April 7, 2026
6:30p - 7:30p
Zoom
Helping Pay for Your Grandchildren’s College
Join us in learning how you can pay for your grandchildren's college without unintentionally increasing the family's overall cost, especially when financial aid may be involved.
February 10, 2026
7:00p - 8:00p
Zoom
Preparing Your Family for the Next Chapter - Click here to watch REPLAY
Join us for our webinar on helping families navigate life transitions with confidence and clarity.
January 22, 2026
1:00p - 1:45p
Webinar
July 24, 2025
1:00p - 1:30p
Webinar
April 24, 2025
1:00p - 1:30p
Webinar
March 27, 2025
1:00p - 1:30p
Webinar
February 5, 2025
6:00p - 7:00p
Zoom
LEVERAGE AI TOOLS FOR DAILY SUCCESS - A Practical Guide For Everyone - Click here to watch REPLAY
Join us in learning bountiful information you can access to assist you in all aspects of life.
September 18, 2024
6:00p - 7:00p
Zoom
Organize Your Life - Webinar Click Here to watch REPLAY
Join us for strategies on how to keep your important documents safe and accessible.
August 21, 2024
6:00p - 7:00p
ZOOM
July 24, 2024
6:00p - 7:00p
Zoom
2024 Midyear Outlook Webinar with Rob Tarlov - Click here to watch REPLAY
At-A-Glance Economic growth as measured by Gross Domestic Product (GDP) is cooling as expected from the strong second half of 2023. Economists and the Fed continue to think GDP in 2024 will be close to 2%, which is the goldilocks scenario investors are hoping for.
June 5, 2024
11:00a - 12:00p
Zoom
Having Fun With ChatGPT - Click here to watch REPLAY
Come One, Come All. It's For All Ages. Let's Have Fun Learning the Basics of ChatGPT
January 31, 2024
5:30p - 6:30p
Zoom
State of the Markets 2024 with Rob Tarlov
Join us for our virtual presentation "State of the Markets 2024"
September 13, 2023
6:30p - 7:30p
Zoom
Document Management Workshop
Join us for a Virtual Workshop for strategies on how to keep your important documents safe and accessible.
July 28, 2023
10:00a - 1:00p
Online Webinar
Recession Obsession, AI Boom, And Surprising Markets
This quarterly marketing discussion will cover: 1. Inflation and Fed watch: What's next? 2. Are we headed for a recession or not? 3. Can stock markets continue gains in the second half? CANT"T MAKE IT? Register anyway and you'll automatically receive the replay.