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June 22, 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 21, 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 21, 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 21, 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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March 31, 2023
Bagels, Coffee and Credit
Credit can work for you or against you. During this event, you will be guided through a personalized action plan to improve your credit. You will leave being able to identify goals and choose strategies to maintain, improve, or establish your credit and credit score.
Emphasis is placed on the financial impact of credit and the steps needed to improve your credit score. You will leave with another tool in your toolbox that supports your financial management journey.
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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?
