- Saving money is much easier with a goal in mind. This workshop shows you how to choose the right goals for you and overcome barriers to achieving them.
- Saving money is much easier with a goal in mind. This workshop shows you how to choose the right goals for you and overcome barriers to achieving them.
- Young adults are primed to soak in new information. It’s a great time to guide them to money management techniques that can last a lifetime. Attendees will learn managing money effectively, preparing for common upcoming bills, opening checking and savings accounts, establishing credit (and use it wisely), and looking at investing options.
- Young adults are primed to soak in new information. It’s a great time to guide them to money management techniques that can last a lifetime. Attendees will learn managing money effectively, preparing for common upcoming bills, opening checking and savings accounts, establishing credit (and use it wisely), and looking at investing options.
- 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.
- 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.
- 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.
- 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.
- 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!
- 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!
