Workshops

Spring Personal Financial Workshops

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Click here to view our flyer, all workshops are on Wednesdays from 6:00 pm-8:00 pm via Zoom. Please register here. *Registration is Required*

Wednesday, April 2 – Finances for a Lifetime with a Daily Money Manager:
  • Learn About Steps to Financial Well-Being
  • Budgeting & Tracking Expenses
  • The Affordability Index
Wednesday, April 9 – Budgeting & Debt Reduction with a Financial Coach:
  • SMART Goals
  • Credit Card Interest
  • Managing Debt and Saving Money
Wednesday, April 16 – Financing Your First Home with a Mortgage Officer:
  • Choosing the Best and Most Affordable Mortgage for You
  • The Mortgage Application Process
  • House Hunting
Wednesday, April 23 – Banking and Credit Basics with a Banking Representative:
  • Overview of Banking Processes
  • Identify Ways to Repair Your Credit
  • Assess Your Budget and Savings Plan
Wednesday, April 30 – Save like a Millionaire with a Certified Financial Planner:
  • Developing a Financial Plan
  • Explanation of Savings and Investment Accounts
  • Taking Advantage of Compound Interest
Wednesday, May 7 (6:30 start time) – Paying for College with a Financial Aid Officer:
  • Ways to Finance Your or Your Children’s Education
  • How to Pay for Post Secondary Education and/or Vocations School
  • Completing a FAFSA
Wednesday, May 14 – Car Buying- Put Yourself in the Driver’s Seat with a Car Broker:
  • Researching the Kind of Car You Need and Want
  • Understand the Steps of the Car Buying Process
  • Paying for a Car

Wednesday, May 21 – Meet a Realtor with a Realtor:

  • How to Find and Select Your Homebuying Team
  • Finding the Home for You
  • Preparing You for Settlement Day
Wednesday, May 28 – Good Credit How to Get It with a Financial Coach:
  • Explanation of the Credit System
  • How to Establish Good Credit
  • Improving Your Credit Score

Questions? Please contact Taryn Alexander at (610) 280-1033 or [email protected] OR Lauren Clouser [email protected]

Fall Personal Financial Workshops

by

Click here to view our flyer, all workshops are on Wednesdays from 6:00pm-8:00pm via Zoom. Please register here. *Registration is Required*

Wednesday, September 4 – Finances for a Lifetime with a Daily Money Manager:
  • Learn About Steps to Financial Well-being
  • Budgeting & Tracking Expenses
  • The Affordability Index
Wednesday, September 11 – Financing Your First Home with a Mortgage Officer:
  • Choosing the Best and Most Affordable Mortgage for You
  • The Mortgage Application Process
  • House Hunting
Wednesday, September 18 – Budgeting & Debt Reduction with a Financial Coach:
  • SMART Goals
  • Credit Card Interest 
  • Managing Debt and Saving Money 
Wednesday, September 25 – Car Buying- Put Yourself in the Driver’s Seat with a Car Broker:
  • Researching the Kind of Car You Need and Want
  • Understand the Steps of the Car Buying Process
  • Paying for a Car 

Wednesday, October 2 – Meet a Realtor with a Realtor:

  • How to Find and Select Your Homebuying Team
  • Finding the Home for You
  • Preparing You for Settlement Day 
Wednesday, October 9 – Good Credit How to Get It with a Financial Coach:
  • Explanation of the Credit System
  • How to Establish Good Credit
  • Improving Your Credit Score
 
Wednesday, October 16 – Paying for College with a Financial Aid Officer:
  • Ways to Finance Your or Your Children’s Education
  • How to Pay for Post Secondary Education and/or Vocations School
  • Completing a FAFSA
 
Wednesday, October 23 – Banking and Credit Basics with a Banking Representative:
  • Overview of Banking Processes
  • Identify Ways to Repair Your Credit
  • Assess Your Budget and Savings Plan
 
Wednesday, October 30 – Save like a Millionaire with a Certified Financial Planner:
  • Developing a Financial Plan
  • Explanation of Savings and Investment Accounts
  • Taking Advantage of Compound Interest

 

Questions? Please contact Taryn Alexander at (610) 280-1033 or [email protected] OR Lauren Clouser [email protected]

Spring Personal Finance Workshops

by

All workshops are on Wednesdays from 6:00pm-8:00pm via Zoom. Registration is required at Tinyurl.com/nrec939

April 3 – Finances for a Lifetime – A daily money manager will go over

  • Financial well-beinga
  • Steps to attain financial success
  • Budgeting & tracking expenses
  • The affordability index
  • Compounding
  • What kind of spender you are

April 10 – Good Credit: How to Get It – A financial coach will:

  • Explain how the credit system works
  • Provide tips on how to establish good credit quickly
  • Discuss ways to improve your credit score
April 17 – Banking & Budgeting basics – A bank branch leader will:
  • Provide an overview of the basics of banking
  • Assess your budget and savings plan
  • Lay out ways to build and repair your credit

April 24 – Budgeting and Debt Reduction – A financial coach will review:
 
  • Budgeting
  • SMART goals
  • Debt reduction
  • Credit card interest
  • Managing debt
  • Saving money

May 1st – Meet a realtor – A realtor will discuss:

  • How to find and select your homebuying team (i.e., realtor, mortgage officer, etc.)
  • Important tips on how to find the right home for you
  • All the steps leading up to settlement day


May 8th – Car buying: Put Yourself in the Driver’s Seat – An auto broker will help you:

 
  • Learn how to research the kind of car you need, want, and can afford to buy
  • Figure out how to pay for a car
  • Understand all of the steps of the car-buying process
May 15 – Paying for College – A financial officer will:
 
  • Explain the cost of schooling
  • Explore the various ways to finance your or your child(ren)’s education via government loans and grants, as well as private scholarships and loans

May 22 – Buying Your First Home – A mortgage officer will cover:

  • How to choose the best – and most affordable – mortgage for you
  • The components and consideration of a mortgage
  • House hunting
  • The mortgage application process

May 29 – Save Like a Millionaire – A certified financial planner will:

  • Provide you with tips on how to develop a financial plan
  • Explain the difference between savings vs. investment accounts
  • Teach you how to take advantage of the principle of compounding
  • Coach you on ways to save and invest