• Orientacion Colaborativa Sobre Finanzas

    ¿Confundida por las finanzas? Insegura en cómo mejorar su futuro financiero o por dónde empezar? Nuestra especialista en finanzas puede ayudarle a eliminar el misterio y los mitos de las finanzas. Ella le guiará a través del proceso de identificar sus objetivos financieros y con la creación de un plan de acción para alcanzarlos.

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  • Spend Smart, 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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  • Preparing Your Taxes with Take Charge America

    Learn the basics of how taxes are computed, the difference between deductions, exemptions and tax credits, and how to prepare to file their tax return.

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  • Paying for College with Take Charge America

    Learn the relative cost of different types of schools and the different sources of funding to pay for college.

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  • Managing Debt with Bank of America

    This workshop describes the terms of credit card offers and loan contracts, the cost of credit, alternatives to credit use, and the criteria that creditors use when deciding whether or not to grant credit

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  • Invest in Your Future: Retirement Prep with Take Charge America

    Learn about the types of retirement plans available, how to get started and the importance of starting now. Also discussed is the power of compounding interest and the difference between savings and investing. We will wrap up with ways to decrease money going out and increase money coming in and how events can derail retirement plans.

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  • Buying Basics 101: Road to Homeownership with Take Charge America

    Buying a home is often seen as an important step toward building personal wealth and achieving what many consider a milestone in our adult lives. This presentation focuses on considerations to keep in mind before making one of the biggest financial decisions of your life.

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  • Business Management: Financial Basics with Wells Fargo Series – Art of the Pitch

    A good pitch is more of an art than a science, and when done well, it can make your business easier and more successful. Join us to learn how to structure your pitch to fit the right situation and how to incorporate the relevant information for your audience.

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  • Managing Business Cash Flow with Wells Fargo

    This workshop will guide business owners and potential business owners on the ins and out of managing your business financials.
    Cash flow is a key indicator of the financial health of your business. A consistent positive cash flow may help you pay expenses, invest in new opportunities, and grow your business. Join us as we discuss how you can manage and create safeguards towards a positive cash flow. During this workshop we will walk you through conducting a cashflow projection for your business.

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  • Building Your Financial Future with Bank of America

    Learn ways to build assets, including buying a car and getting training and education.

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