See all of our upcoming financial programs and RSVP for the ones that fit your needs!

Do you have financial concerns or questions you want answered? If so, you’re not alone! According to a survey by, one in four Americans think about money on a daily basis. If you have financial questions you need answered, look into our diverse offering of free programs and find one that fits your needs.  

Upcoming Financial Programs You Don't Want to Miss

April 26, 2017

Check out all of our upcoming seminars and RSVP to the ones relating to your needs.

Do you have financial concerns or questions you want answered? If so, you’re not alone! According to a survey by, one in four Americans think about money on a daily basis. If you have financial questions you need answered, look into our diverse offering of free programs and find one that fits your needs.

Whether you’re planning for college, currently caring for aging parents, have questions about insurance or want to learn about how to start saving for retirement, we have a program for you.

We've introduced a new Lunch & Learn series! These are shorter presentations the third Thursday of every month beginning at 11:30 am. Our Lunch & Learn series will cover two very important life events: college and retirement. See all the details about our Lunch & Learns here.

Our programs are hosted by industry experts who will give you a thorough presentation. You will receive helpful information and useful tips to keep you on the right financial track. They cover a range of topics, from money management and planning for the future to discussing insurance options and handling college expenses.

We invite you to attend one of our upcoming Seminars and Lunch & Learns. Whether you are a small business owner or retiree, student or working parent, there’s bound to be one that benefits you. See all of our educational programs currently open for registration below. 

All programs are hosted in The Atrium at 220 Wynn Drive, Huntsville, AL on various Thursdays. Lunch & Learns begin at 11:30 am and Seminars start at 6:00 pm. 

Discover how to make the most out of social security benefits.Social Security: Seven Keys to Enhancing Your Benefits 
May 11

Join us to learn more about Social Security by reviewing the seven keys to enhancing your benefits such as tax implications, Medicare, and when to start your Social Security benefits.



Is your child leaving for college soon? Learn how to prepare for this big change at our Short-Term College Financing Lunch & LearnShort-Term College Financing
May 25

Sending a child off to college in the near future? Learn about how to financially prepare your family for this major life change.  


Learn how to plan ahead and prepare as your parents get older and transition into their golden years.Caring for Aging Parents 
May 25

Aging is a part of life. It does not have to be a time of fear and uncertainty—for you or your parents. Plan ahead, be proactive and identify needed resources now so that you and your parents can calmly look forward to the later years.


Learn about long-term care insurance and why it needs to be part of your insurance plan.Planning for Your Long-Term Care Needs
June 8

Did you know that 40% of long-term care insurance claims are paid to someone under the age of 64? You might need long-term care earlier than you think. Learn more about long-term care and if long-term care insurance is the right choice for you.


Heading to college soon? Learn how to take controls of your finances as you start your way into independence. Finances for College Students
June 22

College is exciting, but sometimes overwhelming. You are transitioning into independence, while dealing with the costs of tuition, paying bills and developing credit. How do you handle it all? 


We’ll publish a new list of seminars each quarter. Some of the topics for next quarter include starting a small business, how to handle the transition to widow or widower, buying your first home, retirement financing and more. 

When you register, make sure to add your specific question or concern in the Question for the Seminar box. This way our presenters can come prepared to give you the answers you need.

Is there a seminar topic you’d like to see us cover that’s not on our list? Let us know in a comment below. If you'd like to discover more financial education resources, head over to our Financial Education page

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