Webinar- Ten Steps to Improve Financial Wellness
2026-01-06 13:30 - 14:30, 2026-01-15 17:00 - 18:00 (America/New_York)
We all measure financial success differently, but all paths getting there require discipline and
goals. This session teaches participants ways to financial control— including developing a
spending plan, creating objectives, weighing insurance needs, and other tools that will help
get on the road to personal financial success.
By the end of this webinar, participants will be able to:
• Understand the core principles of personal financial planning
• Identify strategies for reducing and managing debt
• Understand the basics of investing and building wealth over time
• Recognize the importance of emergency funds and how to build one
• Learn practical steps to improve credit scores
• Develop habits that lead to long-term financial wellness
• Take immediate action toward a healthier financial future

Webinar- On the Road Riches: The Foundations of Saving and Investing
2026-02-03 13:30 - 14:30
Investing is one of the smartest things consumers can do to secure a brighter financial future.
Every investor has different goals, risk tolerance, and cash flow, which will impact savings and
investment choices. Participants will learn about savings strategies and tactics, investment
tools, and how to develop an investment portfolio that works with their lifestyle and budget.
By the end of this webinar, participants will be able to:
• Identify savings strategies that support short- and long-term financial goals
• Compare different types of investment tools and their purposes
• Assess how risk tolerance, goals, and cash flow influence investment decisions
• Outline steps to begin building a personalized investment portfolio
• Apply practical, budget-friendly tactics to grow wealth over time

In Person - Fraud Awareness Seminar
2026-02-03 18:00 - 19:00 | Harmony Library, 195 Putnam Pike, Chepachet, RI, 02814
Learn how to protect you and your loved ones from financial exploitation, fraud and scams.

Webinar- On the Road to Riches: The Foundations of Saving and Investing
2026-02-12 17:00 - 18:00

In Person - Savings and Basic Investing
2026-02-17 18:00 - 19:00 | Harmony Library, 195 Putnam Pike, Chepachet, RI, 02814
Gain practical insights into budgeting, saving strategies, and basic investing
concepts to make informed financial decisions.

Webinar - 21 Ways to Trim Your Budget
2026-03-03 13:30 - 14:30
Stretching your budget is a necessary step to achieving your financial goals. Learn smart
ways to save on the things that impact your finances most, such as food, health care,
insurance and more.
By the end of this webinar, participants will be able to:
• Identify everyday spending areas where small changes create big savings
• Apply practical strategies to reduce costs on groceries, healthcare, and insurance
• Recognize common budget “leaks” and learn how to plug them
• Implement simple, actionable tips to stretch their budget and reach financial goals faster

In Person Small Business Networking Night
2026-03-03 18:00 - 19:30 | 1005 Douglas Pike Smithfield RI 02917, 1005 Douglas Pike, Smithfield, RI, 02917, United States
Are you looking to start or recently started a small business. Then join us for a Small business networking night.
Representatives from Navigant as well as other small businesses will be on site to network and add to your contact list.

Fraud Awareness Seminar
2026-03-11 10:00 - 11:30 | 1005 Douglas Pike Smithfield RI 02917, 1005 Douglas Pike, Smithfield, RI, 02917, United States
Learn how to protect you and your loved ones from financial exploitation, fraud and scams

Webinar- 21 Ways to Trim Your Budget
2026-03-12 17:00 - 18:00

In Person Small Business Seminar Developing a Business Plan
2026-04-07 18:00 - 19:30 | Navigant Credit Union, 2300 New London Turnpike, Coventry, RI
Learn the eight essential parts of a business plan and key considerations for
writing a business plan.

First Time Home Buyer Seminar
2026-04-11 08:30 - 12:00 | 1005 Douglas Pike Smithfield RI 02917, 1005 Douglas Pike, Smithfield, RI, 02917, United States
Registration starts at 8:30AM. Seminar begins at 9:00AM. Breakfast will be provided.
Buying your first home is a big step, but it doesn’t have to be a nerve-wracking one. Our First-Time Homebuyer Program gives you the knowledge, confidence, and support you need to make one of the smartest decisions about your future.

Fraud Awareness Seminar
2026-04-15 10:00 - 11:30 | Crowne Plaza, 801 Greenwich Ave, Warwick

In Person - Small Business Seminar NCU Solution Discussion Panel
2026-05-05 18:00 - 19:30 | 1005 Douglas Pike Smithfield RI 02917, 1005 Douglas Pike, Smithfield, RI, 02917, United States
Join Navigant Specialists and Small Business Owners to discuss ins and outs of owning a business and solutions Navigant can help with along the way.

In Person Small Business Seminar Financial Statements
2026-06-02 18:00 - 19:30 | Rumford Branch, 230 Newport Ave, East Providence, RI
Learn about the three key financial documents for small businesses:
balance sheets, profit and loss statements, and cash flow reports.

Fraud Awareness Seminar
2026-06-11 11:00 - 12:30 | Davenports, 1925 Pawtucket Ave, East Providence, 02914

In Person Small Business Seminar - Obtaining Credit as Small Business
2026-08-04 18:00 - 19:30 | Cranston Branch, 200 Phenix Ave, Cranston, RI
Learn the value of creditworthiness and how to maintain a good business credit score.

Fraud Awareness Seminar
2026-08-19 10:00 - 11:30 | VFW Hall, 29 S Main St, Coventry, 02816

In Person - Small Business Seminar NCU Expert Panel
2026-09-01 18:00 - 19:30 | 1005 Douglas Pike Smithfield RI 02917, 1005 Douglas Pike, Smithfield, RI, 02917, United States
Join our NCU team to hear about products and services that will benefit you and your small business.

Fraud Awareness Seminar
2026-09-24 10:00 - 11:30 | Carriage Inn, 1065 Tower Hill Rd, North Kingstown, 02852

In Person - Small Business Networking Night
2026-10-06 18:00 - 19:30 | 1005 Douglas Pike Smithfield RI 02917, 1005 Douglas Pike, Smithfield, RI, 02917, United States
Join Navigant and Small Business members for a night of networking. Make connections and meet experts to help your business grow.

Fraud Awareness Seminar
2026-10-15 11:00 - 12:30 | Bella Restaurant, 1992 Victory Highway, Harrisville, 02826

Fraud Awareness Seminar
2026-11-12 10:00 - 11:30 | The Lodge @ Diamond Hill, Diamond Hill, Cumberland, Rh
