Workshops + Webinars
We’re very excited to announce our free webinars series for 2023 and 2024! Whether you’re an employee, member, customer, client or friend, our webinars are packed with useful info, and are open to everyone. Just make sure to reserve your virtual seat.
Members can access these kinds of webinars
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.
April 9th & 18th, 2024
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.
May 14th & 23rd, 2024
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.
June 4th & 13th, 2024
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!
July 9th & 18th, 2024
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.
August 13th & 22nd, 2024
