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March 31, 2023
Bagels, Coffee and Investments
nvesting and financial planning can be intimidating. This event was created as an open and inviting space to learn and ask questions. Financial Planning covers 6 areas of concentration with investment management being one piece of the puzzle. Learn about the stock and bond markets, asset allocation, portfolio diversification, passive and active management, retirement vehicle, tax considerations, and much more from Certified Financial Planners.
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March 30, 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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March 29, 2023
Financial Cents, Saving Success with Take Charge America
Participants learn smart spending strategies, how to save on the big budget spending categories, how to spend smart and still have fun, and when it’s smart to pay more. Participants will also learn the principles of saving, various types of savings needed, methods for increasing available money to save and techniques for developing the saving habit.
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March 29, 2023
Sentido Financiero: El éxito del ahorro
Los participantes aprenderán a evaluar sus gastos, los conceptos básicos de presupuestos y a crear un plan de ahorro y hábitos de ahorro. A continuación, los participantes serán guiados a través de una serie de preguntas diseñadas para evaluar, planificar y aumentar sus ahorros. Las preguntas cubren aspectos como los fundamentos del ahorro, los tipos de cuentas de ahorro y la pensión.
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March 28, 2023
Social Security 101 with Social Security Administration
In this workshop you will get answers to the following questions regarding Social Security Retirement and Medicare Benefits.
– When are you eligible to receive retirement benefits?
– How does early retirement affect your benefits?
– Do you qualify for disability, survivors ,and spouse benefits?
– How do you get the most from your benefit?
– What is the future of Social Security?
– When should you file for Medicare? -
March 28, 2023
Managing Business Credit with Wells Fargo
Building credit is an active, ongoing process that takes careful management. Join us to learn about the steps you can take to build a stronger credit profile for your business and understand how this may help you when applying for financing. During this workshop we will deep dive the two critical business cycles that impact every business – the operating cycle and the business lifecycle.
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March 28, 2023
Financial Cents, Saving Success with Take Charge America
Participants learn smart spending strategies, how to save on the big budget spending categories, how to spend smart and still have fun, and when it’s smart to pay more. Participants will also learn the principles of saving, various types of savings needed, methods for increasing available money to save and techniques for developing the saving habit.
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January 19, 2023
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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January 17, 2023
Viaje de Credito con Take Charge America
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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January 17, 2023
Protejase Cuidado con las Estafas, el Robo de Identidad y el Fraude con Take Charge America
Proteger su identidad y su crédito es muy importante en el mundo de la actualidad. El enfoque de esta presentación es entender los tipos comunes de las estafas, el robo de identidad y el fraude, cómo le pueden afectar a usted, cómo protegerse, y qué hacer si es víctima de robo de identidad o de una estafa.
