Explore Upcoming Financial Workshops

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;

-Practical challenges facing individual Trustees; and

-Resources available to help your Trustee with proper Trust Administration.

A great way to check financial health and stay or get back on track after the Holiday Season.  Various psychological obstacles prevent many people from starting a budget! Budgeting is not about hardship, but about reaching your goals. And the sooner you start, the faster you will reach those goals. Goals are important to all budgets. They are the final reward that encourages you to stick to your plan.  Specific, Measurable, Attainable, Realistic, and Time-bound, log on to this workshop to learn the SMART way to manage your financial goals. 

Many things in life can derail even the best money management plans.  When in a financial crisis, do you act immediately? Or do you take things day by day, crossing your fingers that you can cover the bills?  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.

Many parents wish they had learned more about money management growing up.  All parents want to see their children thrive, but many parents avoid discussing finances with them.  By avoiding discussing money with your children, you may be setting them up to fail when it's time for them to be financially independent.  Log on to this workshop to gain skills to set your kids up for financial success!