Financial Foundations

Program Type:

Presentation, Tax & Finance

Age Group:

Adult
  • Registration is required for this event.
  • Registration will close on April 20, 2026 @ 5:00pm.

Details

Take control of your financial future in one powerhouse session. Join experts from Lighthouse Credit Union and Ameriprise Financial to demystify everything from mastering your daily credit and electronic payments to leveraging workplace benefits and IRAs. You’ll also discover how to use life insurance as a tool to build and pass on lasting generational wealth. 

During this session, experts in the industry will discuss:
• Managing your money, checking accounts and use of credit, use of electronic payment systems.
• Basic financial planning, including leveraging workplace benefits, IRAs, basic investing.
• Benefits of life insurance, including how it can be used by folks to pass on generational wealth.

Featured Speakers:

Arthur J. Meconi III, CRPC®, CDFA®, APMA® | Meconi Financial Management & Advisory.

Greta Burgess | Branch Manager, Lighthouse Credit Union.

 

Attend in person or online via Zoom. Registration is required to receive the Zoom link and email reminders. 

Register for this event