Events
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Sessions last about 30 minutes. Share your details and we will be in touch with information—no date to pick, and no pressure to attend.
Zoom
Financial Concepts Introduction
A friendly overview of budgeting, saving, insurance, retirement language, and investing vocabulary. Designed for first-time attendees who want clearer words for everyday money conversations.
- 30 minutes
- Zoom
Hybrid
Introduction to Financial Services Careers
Explore roles, skills, training paths, and licensing conversations in financial services. Hear from Summerbrook Financial Management team members about what a typical week can look like.
- 30 minutes
- Zoom + Portland studio
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