Explore Upcoming Financial Workshops
Upcoming Workshops
Retirement Planning Later in Life - Session 1
Tuesday, May 14, 2024
10:30 AM
It’s one of the most important financial considerations for anyone today. And as you get closer to retiring, it becomes more critical to have a solid plan of action. This workshop focuses on deciding when to retire, investment options, estate planning, Social Security benefits, and healthcare considerations.
Credit Card Makeover
Wednesday, May 22, 2024
12:00 PM
Credit cards are an important part of our financial lives. They are a beneficial tool that helps us establish a positive credit history when used wisely. However, getting into overwhelming debt can be very easy. If you are in over your head, don’t worry – take action! This workshop will outline the steps you can take to repay what you owe and get back on track!
Retirement Planning Later in Life - Session 2
Thursday, May 23, 2024
5:30 PM
It’s one of the most important financial considerations for anyone today. And as you get closer to retiring, it becomes more critical to have a solid plan of action. This workshop focuses on deciding when to retire, investment options, estate planning, Social Security benefits, and healthcare considerations.
Becoming a Homeowner - Session 1
Tuesday, June 4, 2024
10:30 AM
Homeownership starts well before the contracts are signed—preparation is one of the keys to a smooth home buying process. This session covers all major pre-purchase topics such as budgeting, the down payment, credit reports, debt-to-income ratios, and the mortgage lending process.
Becoming a Homeowner - Session 2
Thursday, June 13, 2024
5:30 PM
Homeownership starts well before the contracts are signed—preparation is one of the keys to a smooth home buying process. This session covers all major pre-purchase topics such as budgeting, the down payment, credit reports, debt-to-income ratios, and the mortgage lending process.
Planning for Money Milestones - Session 1
Tuesday, July 9, 2024
10:30 AM
There are many important financial milestones for consumers in their 20s and 30s. To help prepare today’s “Millennials” for a positive financial future—without sacrificing fun—we take a realistic approach to managing finances. We’ll cover SMART goals, getting financially organized, building a budget, controlling expenses, wiping out debt, and much more!
Planning for Money Milestones - Session 2
Thursday, July 18, 2024
5:30 PM
There are many important financial milestones for consumers in their 20s and 30s. To help prepare today’s “Millennials” for a positive financial future—without sacrificing fun—we take a realistic approach to managing finances. We’ll cover SMART goals, getting financially organized, building a budget, controlling expenses, wiping out debt, and much more!
After Identity Theft - Session 1
Tuesday, August 13, 2024
10:30 AM
If you’re a victim of identity theft or just want to stay prepared, this workshop is a must. You’ll learn about the different types of identity theft as well as proven steps you can take to minimize its impact.
After Identity Theft - Session 2
Thursday, August 22, 2024
5:30 PM
If you’re a victim of identity theft or just want to stay prepared, this workshop is a must. You’ll learn about the different types of identity theft as well as proven steps you can take to minimize its impact.
Finances for Small Business Owners - Session 1
Tuesday, September 10, 2024
10:30 AM
Entrepreneurship is stronger than ever. This session covers all the financial aspects of starting and running a small business. Topics include: types of legal entity structures, writing a business plan, bookkeeping, paying taxes, and everything in-between.
Finances for Small Business Owners - Session 2
Thursday, September 19, 2024
5:30 PM
Entrepreneurship is stronger than ever. This session covers all the financial aspects of starting and running a small business. Topics include: types of legal entity structures, writing a business plan, bookkeeping, paying taxes, and everything in-between.