• 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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  • Natalie Rojero

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  • Julie Schaffer

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