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For over 20 years we have provided financial education designed to help participants make informed decisions on topics that impact their lifestyle. Classes are held in our state-of-the-art financial learning lab. A small group setting ensures that all sessions are interactive and targeted to help you get the most out of the time you invest.  

Sessions

Due to the COVID-19 pandemic, we are temporarily suspending classes. 

We are working to find a virtual solution. 

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Budgeting for Retirement
Many successful people find budgeting for retirement to be far more complex than a budget when they're working.
Spring
Smart Strategies for Boomers
Learn why your Social Security decision is so important for your retirement plan and when to start your SS income.
Spring
Navigating Medicare
Explore and understand your Medicare options and lessen your worries about managing medical expenses
Spring
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Budgeting for Young Marrieds
Spring
Building a life together can have some twists that are worth taking time to think through a new financial plan.
Gen Y - Smart Money Choices
This class is designed to help young adults build a savings nest egg while juggling other financial demands.
Spring
Starting Your Own Business
Learn how to build a business, explore financial, legal and tax considerations, while developing a plan for success.
Spring

* Class Fee waived for 401K plan participants managed by Adams Financial Partners and current wealth management clients.

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