At Alerus, we’re here to help you achieve financial confidence through knowledge and expert guidance. The Take Flight webinar series offers practical insights on a variety of financial topics to empower your journey.
Register for this month’s webinar or explore our upcoming sessions to take proactive steps toward achieving your financial goals.
January 15 | 1:00 pm CT
Start the new year with a plan that sets you up for success. This webinar will cover actionable steps to help you create and maintain a budget that supports your short – and long- term goals.
February 19 | 1:00 pm CT
Get expert insights on how to make the most of your 2024 tax return. Learn best practices to prepare, plan, and save this tax season.
March 19 | 1:00 pm CT
Experience the convenience of having your entire financial picture in one place. My Alerus provides insights tailored to your needs, helping you track spending, improve financial health, and stay on course toward achieving your goals. It’s your roadmap to financial confidence.
April 16 | 1:00 pm CT
Whether buying your first home, upgrading, or considering a refinance, this webinar will guide you through today’s mortgage landscape. We’ll cover rates, loan options, and refinancing strategies to help you achieve your homeownership goals.
May 19 | 1:00 pm CT
If saving for retirement feels overwhelming, you’re not alone. This webinar will explore practical strategies to help you start building savings today, no matter where you are on your financial journey. Learn how to make progress toward your goals and create a more secure future.
June 18 | 1:00 pm CT
Halfway through the year is the perfect time to step back and take stock of your finances. In this session, we’ll walk through how to evaluate your current debt, assess retirement plan progress, and ensure your money is working towards your goals. We’ll guide you through practical steps to ensure your money is working smarter, not harder, and help you feel confident about the rest of the year.
July 16 | 1:00 pm CT
Gain a high-level understanding of mutual funds, including how they work, the role of target-date funds, and managed account options. This session is perfect for those looking to take the first step in building their investment knowledge.
August 20 | 1:00 pm CT
Major life changes – such as marriage, divorce, transitioning to retirement, or dealing with the loss of a loved one – can bring financial challenges and uncertainty. Join us to learn practical strategies for navigating these transitions with confidence and clarity.
September 17 | 1:00 pm CT
Separate fact from fiction in personal finance. We’ll explore common misconceptions about market timing, dollar-cost averaging, and market fluctuations to help you make smarter financial decisions.
October 15 | 1:00 pm CT
Cyber threats are everywhere, from phishing scams to identity theft. Learn how to recognize common scams and take steps to protect your personal and financial information.
November 19 | 1:00 pm CT
Estate planning doesn’t have to feel overwhelming. This session simplifies key topics like trusts, probate, gifting, and more, so you can make informed decisions to secure your family’s future.
December 17 | 1:00 pm CT
Wrap up 2025 with actionable tips to optimize taxes, boost savings, and prepare for the year ahead. This webinar is your guide to ending the year on a strong financial note.
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