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Events & Seminars

Mark Your Calendar

Upcoming Events

Browse our seminars and workshops designed to help members on their financial journey.

  • November 04
    In-Person Seminar

    Retirement Masterclass (In-Person)

    All of us want the comfort of knowing that, when we retire, the dollars we spent a lifetime saving and investing will last.

    The Retirement Masterclass is filled with tips and guidance to prepare you for the years ahead when retirement day arrives. We are excited to dive deeper into the following topics:

    • Positioning your accounts for retirement

    • Creating tax-efficient income strategies 

    • Avoiding retirement pitfalls

    6PM PST, Wednesday, November 4th- Hawthorne Branch

    Hosted by Human Investing

    RSVP Today
  • November 05
    Virtual Webinar

    Retirement Masterclass (Virtual)

    All of us want the comfort of knowing that, when we retire, the dollars we spent a lifetime saving and investing will last.

    The Retirement Masterclass is filled with tips and guidance to prepare you for the years ahead when retirement day arrives. We are excited to dive deeper into the following topics:

    • Positioning your accounts for retirement

    • Creating tax-efficient income strategies 

    • Avoiding retirement pitfalls

    12PM PST, Thursday, November 5th-Via Zoom

    Hosted by Human Investing

    RSVP Today

Webinars from GreenPath

We also offer free online webinars, from our partners at GreenPath, covering credit, student loans, budgeting, and more. Sign up for upcoming live sessions or watch recorded webinars on demand from the comfort of your home.