Workshops

Free Spring Personal Financial Workshops

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Join us for our FREE Spring Personal Financial Virtual Workshop Series! *Registration is Required*

Wednesdays from 6:00pm – 8:00pm via Microsoft Teams

April 1: Budgeting & Debt Reduction with a Financial Coach:

· SMART Goals
· Credit Card Interest
· Managing Debt and Saving Money

April 8: 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

April 15: 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

April 22: All Covered: Your Guide to Insurance

· Learn About Various Types of Insurance Coverages
· Deductibles, Copays, & Benefits
· Planning and Protection When You Need It

April 29: Save like a Millionaire with a Certified Financial Planner:

· Developing a Financial Plan
· Explanation of Savings and Investment Accounts
· Taking Advantage of Compound Interest

May 6: Meet a Realtor with a Realtor:

· How to Find and Select Your Homebuying Team
· Finding the Home for You
· Preparing You for Settlement Day

May 13: Fraud Prevention Essentials with a Community Banking Specialist

· Spotting Common Scams
· Protection Personal Information
· Using Secure Payment Methods

May 20: Finances for a Lifetime with a Daily Money Manager:

· Learn About Steps to Financial Well Being
· Budgeting & Tracking Expenses
· The Affordability Index

May 27: Good Credit How to Get It with a Financial Coach:

· Explanation of the Credit System
· How to Establish Good Credit
· Improving Your Credit Score

June 3: Financing Your First Home with a Mortgage Officer:

· Choosing the Best and Most Affordable Mortgage for You
· The Mortgage Application Process
· House Hunting

Questions contact [email protected] or call (610) 280-1033

Register today at tinyurl.com/3awr926v

Download our flyer here

Free Workshops on Buying a Home!

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Start 2026 informed and prepared with a series of free workshops designed to guide you through the home-buying process. *Registration is required*. 

  • When: Mondays, 6:00 PM – 8:00 PM

  • Where: Virtually via Teams

  • Facilitators: A Stellar Mortgage Senior Loan Officer and a Keller Williams real estate agent

  • Note: All workshops are strictly educational – no product sales or promotions

Workshop Schedule:

  • Jan 5: Are You Ready to Buy? – The 4 C’s Lenders Consider & How to Apply

  • Jan 12: Your Home Buying “Team” & The Loan Process

  • Jan 19: Anatomy of a Mortgage Payment

  • Jan 26: The Loan Closing

Gain the knowledge you need to confidently navigate the home-buying journey! You got this!

Please visit https://forms.gle/DNaNxMCezkivTokY9 to register.

Click Here to Download our Flyer

Open Hearth, Inc.’s Fall Financial Education Workshops

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Open Hearth, Inc. kicks off its Fall 2025 schedule of free weekly personal financial workshops on the evening of Wednesday September 3, 2025, through the first of November via Teams.

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

Wednesday, September 3: All Covered: Your Guide to Insurance
  • Learn About Various Types of Insurance Coverages
  • Deductibles, Copays, & Benefits
  • Planning and Protection When You Need It

Wednesday, September 10: 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, September 17: Finances for a Lifetime with a Daily Money Manager:
  • Learn About Steps to Financial Well Being
  • Budgeting & Tracking Expenses
  • The Affordability Index
Wednesday, September 24: Budgeting & Debt Reduction with a Financial Coach:
  • SMART Goals
  • Credit Card Interest
  • Managing Debt and Saving Money
Wednesday, October 1: 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 8: 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 15: 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 22: Financing Your First Home with a Mortgage Officer:

  • Choosing the Best and Most Affordable Mortgage for You
  • The Mortgage Application Process
  • House Hunting
Wednesday, October 29: 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, November 5: Banking and Credit Basics with a Banking Representative:
  • Overview of Banking Processes
  • Identify Ways to Repair Your Credit
  • Assess Your Budget and Savings Plan
Time: Every workshop will take place from 6:00pm – 8:00pm
Location: Virtually via Teams
Registration: Required – Click Here
Questions? Please contact Taryn Alexander at (610) 280-1033 or [email protected] OR Lauren Clouser [email protected]

 

 

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

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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

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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