Empowered Opportunities

We provide financial wellness workshops, group panel discussions, resource fairs, covering a wide range of topics, to empower your members around financial wellness. Click here to request a workshop for your group.

Financial Planning

Becoming Financially Independent
Budget Building
Charitable Giving
College Planning
Financial Goal Setting
Health Savings Accounts
Investment Basics
Managing Student Debt
Planning for Retirement
Protecting Your Income
Retirement Readiness
Risks for Retirement
Social Security
Special Needs Planning
Taking Control of Debt
Understanding Life Insurance
Understanding Your Risk Tolerance

Healthcare

Healthcare basics
Medicare 101
Retirement transition healthcare

Legal & Estate

Estate planning 101
Legacy planning
Trust & estate administration
Special Needs & Medicaid planning
Guardianships & conservatorships
Navigating probate
Elder law

Insurance Education

Home & Auto coverage
Umbrella policies
Small business & liability
Boats/RV coverage

Real Estate & Housing

First-time homebuyer education
Investment & rental property basics
Employee relocation program

Tax & Accounting

Current tax law updates
Identifying deductions
Budgeting
Income tax basics

Mortgage Education

Mortgage fundamentals
Refi basics
HELOCs & cash-out options
Down payment strategies
Interest rate shopping
Reverse mortgage risks

Health & Wellness

Hormone optimization
Peptide therapy
Gut health & the microbiome
Metabolic health & weight loss
Stress, sleep & recovery
Longevity & anti-aging