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What is the secret to losing weight? Eat less and move more! Nearly everyone knows the rules of weight loss, yet why is losing weight so difficult if we know what to do? Knowing the rules isn't the problem. Following the rules consistently over time takes discipline and hard work.

Working with a personal trainer and dietitian will not only give you the knowledge to achieve personal fitness goals, but they also provide the coaching to modify behavior so you put the knowledge into action! Without action results can't happen.

The same is true with your finances. We can teach you the Rules of Financial Balance, and the knowledge alone is not enough. Implementing the changes needed to get your finances headed in the right direction is critical, and so is ongoing support through review meetings and other educational events to help you continue down your intended path.

Please check back on this page often to register for our events and webinars. 

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

March 18, 2021

12:00p - 1:00p

Live Webinar

Live Webinar: The 10 Commandments of Investor Behavior with Dr. Daniel Crosby

Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby recently co-authored a New York Times Best-Selling book titled, Personal Benchmark: Integrating Behavioral Finance and Investment Management.

March 20, 2018

6:00p - 8:00p

Moon Township Library

The 5 Biggest Threats to Your Retirement

The majority of retirees think that the cost of healthcare is the biggest concern about retirement. But what they don't realize is that medical expenses are only one of several large financial stressors you can expect when you retire.

Event Registration