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Education

Welcome to our educational resources page! Below you will find our latest resources, policies, and procedures. 

Articles

Update from our CEO: A Different COVID-19 Message

This week’s news that cities, counties and states will tighten “social distancing” and “stay at home” orders will continue into May was unimaginable several weeks ago. The “models” all forecast that COVID-19 in the United States is expected to worsen over the next two...

Market Update – 04/01/2020

This is an impactful presentation that explores: - Today's Health, Economic and Investment environment. - What should Employees be focusing on with the (Stimulus) resources available? - Making Lemonade out of Lemons [button...

Update from our CEO: Trust in Times of Uncertainty

This is a truly unprecedented time in history. There is no need to supply you with data or statistics that you hear all day, every day on the news channel of your choice. When this story is over, I’m more confident than ever that you will be incredibly pleased that...

UPCOMING WEBINARS

You will find a list below of the upcoming scheduled webinars.  To register, please use the links given below:

SPRING CLEANING: TIDYING UP YOUR FINANCIAL PLAN

APRIL 20, 2022 at 12:00 PM – 1:00 PM CST

REGISTER HERE

 

MENTAL HEALTH AWARENESS MONTH: THE LINK BETWEEN MONEY & MENTAL HEALTH

MAY 25, 2022 at 12:00 PM – 1:00 PM CST

REGISTER HERE

MID-YEAR FINANCIAL FITNESS BOOTCAMP & MARKET UPDATE

JUNE 29, 2022 at 12:00 PM – 1:00 PM CST

REGISTER HERE

Lifestyle Assistance

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