Fall Personal Financial Workshops

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 23Banking 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]