• 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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  • 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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  • 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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  • 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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  • 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. 

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  • 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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