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July 11, 2023
Life Insurance with New York Life
Participants will learn the various types of life insurance, how they are employed in a financial plan, and how they can be used to build generational wealth. Importance will be placed on suitability for personal financial goals and the pros and cons of each.
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July 11, 2023
Crear un plan para el éxito financiero con New York Life
Aprende a establecer una base financiera sólida para lograr tus metas económicas personales.
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June 29, 2023
Centavos Financieros: Exito con Los Ahorros with Take Charge America
Saber a dónde está yendo su dinero es un primer paso crucial para controlar sus finanzas. Los participantes aprenderán los distintos tipos de gastos, los conceptos básicos del presupuesto, y cómo desarrollar su propio presupuesto personal.
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June 29, 2023
Financial Cents: Saving Success with Take Charge America
Participants will learn how to assess their expenses, budgeting basics and how to build a savings plan and money saving habits. Participants will then be guided through a series of questions designed to assess, plan, and grow their savings. Questions cover such areas as money saving basics, types of savings accounts and retirement.
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June 29, 2023
Financial Cents: Saving Success with Take Charge America
Participants will learn how to assess their expenses, budgeting basics and how to build a savings plan and money saving habits. Participants will then be guided through a series of questions designed to assess, plan, and grow their savings. Questions cover such areas as money saving basics, types of savings accounts and retirement.
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June 29, 2023
Centavos Financieros: Exito con Los Ahorros with Take Charge America
Saber a dónde está yendo su dinero es un primer paso crucial para controlar sus finanzas. Los participantes aprenderán los distintos tipos de gastos, los conceptos básicos del presupuesto, y cómo desarrollar su propio presupuesto personal.
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June 29, 2023
Tomando Control de Su Crédito: Viaje de Crédito with TCA
Los participantes serán guiados a través de un plan personalizado de acción para mejorar su crédito. Identificarán sus metas y elegirán estrategias para mantener, mejorar, o establecer su crédito y calificación de crédito. Se hace hincapié en el impacto financiero del crédito y los pasos necesarios para mejorar su calificación de crédito.
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June 29, 2023
Take Charge of Your Credit — Credit Voyage with Take Charge America
Participants will be guided through a personalized action plan to improve their credit. They will identify their goals and choose strategies to maintain, improve, or establish their credit and credit score.
Emphasis is placed on the financial impact of credit and steps needed to improve your credit score.
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June 29, 2023
Tomando Control de Su Crédito: Viaje de Crédito with TCA
Los participantes serán guiados a través de un plan personalizado de acción para mejorar su crédito. Identificarán sus metas y elegirán estrategias para mantener, mejorar, o establecer su crédito y calificación de crédito. Se hace hincapié en el impacto financiero del crédito y los pasos necesarios para mejorar su calificación de crédito.
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June 29, 2023
Take Charge of Your Credit — Credit Voyage with Take Charge America
Participants will be guided through a personalized action plan to improve their credit. They will identify their goals and choose strategies to maintain, improve, or establish their credit and credit score.
Emphasis is placed on the financial impact of credit and steps needed to improve your credit score.
