Explore Upcoming Financial Workshops

Learn about saving for college with the ScholarShare 529 College Savings Plan. We will review the following points and provide an opportunity for questions at the end.

• Paying for college “The basics”

• The cost of higher education

• Different ways to save

• Is ScholarShare 529 the right plan for you and your family?

• Getting started

• Making the most of existing accounts (resources)

• Q&A

Reservations are required, and instructions will be sent via email. If you require assistance viewing or listening to the webinar, you may call 877-654-7284 for representative assistance.

At this informative session Members will learn:

-Why a Living Trust is so important for homeowners;

-What is the difference between a Living Trust and a Will; -How to avoid the costly, public and time consuming probate process;

-How to plan for incapacity, protect your family and your assets.

-How to safeguard minor children and special-needs dependents.

Attendees will also learn how to prepare their Successor Trustee for what’s to come by presenting the following: -Duties and responsibilities of a successor Trustee;

Whether you’re a first-time homebuyer, a renter evaluating your next step, or simply curious about the current real estate landscape, deciding whether to buy or rent requires careful consideration. This session will help you navigate the pros and cons of both options by exploring the financial, lifestyle, and market factors that influence this important decision.

Many things in life can derail even the best money management plans, such as unexpected car or home repairs, illness, or job loss. When in crisis mode, most people take things day by day, hoping to get by. When the dust settles, they are often left with a financial situation that is less than rosy. No savings and bad credit; there is debt that needs to be paid. If you are in this situation, you may wonder if things can ever be the way they were before. Financial well-being cannot be obtained with a snap of your fingers, but with work and dedication, you can recover from a financial crisis.

Learn about saving for college with the ScholarShare 529 College Savings Plan. We will review the following points and provide an opportunity for questions at the end.

• Paying for college “The basics”

• The cost of higher education

• Different ways to save

• Is ScholarShare 529 the right plan for you and your family?

• Getting started

• Making the most of existing accounts (resources)

• Q&A

Reservations are required, and instructions will be sent via email. If you require assistance viewing or listening to the webinar, you may call 877-654-7284 for representative assistance.

You may have a new graduate in the house or teens who need to start understanding how to begin their credit journey.  Paying back what you borrow on time is important. It helps establish a positive payment history, which will improve chances of getting future credit and lower the cost of credit by earning a lower interest rate.  Put your teen on the right track to building and maintaining their credit with confidence!

If you do gig work, you know how tricky it can get on the money management side of things. In this jampacked presentation you’ll learn how to take control of your financials and get actionable steps for simplifying healthcare, retirement, taxes, budgeting, savings, and more.

If you do gig work, you know how tricky it can get on the money management side of things. In this jampacked presentation you’ll learn how to take control of your financials and get actionable steps for simplifying healthcare, retirement, taxes, budgeting, savings, and more.

Earning money, spending and saving are important lessons children learn very early on in life. This session will help guide parents on effective ways to educate children about financial responsibility that can last a lifetime.

Earning money, spending and saving are important lessons children learn very early on in life. This session will help guide parents on effective ways to educate children about financial responsibility that can last a lifetime.

Getting married. Having kids. These are natural progressions in life for many, but also present new financial situations and decisions to make immediately, and for the long term. This session will help you discover, prioritize, and design a workable plan for your family’s goals and lifestyle.

Getting married. Having kids. These are natural progressions in life for many, but also present new financial situations and decisions to make immediately, and for the long term. This session will help you discover, prioritize, and design a workable plan for your family’s goals and lifestyle.

This workshop explains key differences between federal and private student loans, and compares eligibility, interest rates, repayment plans and more. Participants will learn how to choose the option that best suits their needs.

This workshop explains key differences between federal and private student loans, and compares eligibility, interest rates, repayment plans and more. Participants will learn how to choose the option that best suits their needs.