Online Sessions

“Spring Cleaning” ZOOM Session

Join Megan for a quick session to “Spring Clean” your finances. Learn what documents you need to keep, where to keep it, and what you can shred. Clean up your finances and get your financial house in order!

Personal Finance for the Suddenly Single – ZOOM Course

When a marriage ends, your title changes to widow/er or divorcee/ex-spouse and numerous roles in your life changed too. When you find yourself facing either the death of your spouse or a divorce, it can be tough to not feel pressured while making financial changes giving your new life circumstances. It may take months to feel settled into your new role as a single adult, and the stress may also impact your good decision making ability. Whether you were the financial manager in your household or not, it may be a good time to focus on and learn sound structure of the core personal financial management principles. This course is for those who must learn the basics on their own, it further explores assessing your assets to make larger decisions and contemplating changes for when the time is right. In this course you will learn what and how to get your finances in order, assess your situation, and get an overview of basic instruments and principles of investing.