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…
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…
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…
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.
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.
Knowledge at your fingertips – anytime, anywhere! Check out our educational videos on YouTube, highlighting a variety of financial subjects in digestible 5-minute segments. Click the images below to watch now or view our full playlist . Your Video Guide to Personal Finance What is Credit? New…
