We strive to educate our clients and community members so they have the knowledge to make informed and timely decisions for their financial future. We provide relevant and actionable advice in consumable presentation modules, leveraging our unique "$UMITUP" format - a concise and engaging video series that present the highlights of various financial topics. Each financial topic is presented by a SCF Lead Advisor or Advisor.
"Long-Term Care: Are You Prepared?" - Duane Hirsch
"ReWIREment" - Allison Lyons
"Will Your Beneficaries Inherit a Burden or a Blessing?" - Shala Walker
"Financial Goals for The New Year!" - Kayla Tolunay