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