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December 11, 2024
Investments: Part 1
Financial Planning covers six areas of concentration and investment management being one piece of the puzzle! Learn about the stock and bond markets; asset allocation; portfolio diversification; passive and active management; retirement vehicles; tax considerations, and much more in this two-part series!
Do take note: this is an advanced course! It is strongly encouraged that you come in with knowledge in basic budgeting and savings tools, or have taken other courses such as Stash It and Give Your Self Credit.
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November 22, 2024
Boost Your Credit Score
This interactive workshop will teach you how to boost your credit score and empower your financial future! We will provide actionable steps to repair your credit using five key strategies and show you how to use one immediately that may even boost your score by the end of the workshop!
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November 22, 2024
Boost Your Credit Score
This interactive workshop will teach you how to boost your credit score and empower your financial future! We will provide actionable steps to repair your credit using five key strategies and show you how to use one immediately that may even boost your score by the end of the workshop!
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November 22, 2024
Boost Your Credit Score
This interactive workshop will teach you how to boost your credit score and empower your financial future! We will provide actionable steps to repair your credit using five key strategies and show you how to use one immediately that may even boost your score by the end of the workshop!
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November 22, 2024
Boost Your Credit Score
This interactive workshop will teach you how to boost your credit score and empower your financial future! We will provide actionable steps to repair your credit using five key strategies and show you how to use one immediately that may even boost your score by the end of the workshop!
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November 22, 2024
Boost Your Credit Score
This interactive workshop will teach you how to boost your credit score and empower your financial future! We will provide actionable steps to repair your credit using five key strategies and show you how to use one immediately that may even boost your score by the end of the workshop!
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November 21, 2024
Boost Your Credit Score
This interactive workshop will teach you how to boost your credit score and empower your financial future! We will provide actionable steps to repair your credit using five key strategies and show you how to use one immediately that may even boost your score by the end of the workshop!
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July 12, 2024
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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July 12, 2024
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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July 12, 2024
Investments: Part 2
Financial Planning covers six areas of concentration and investment management being one piece of the puzzle! Learn about the stock and bond markets; asset allocation; portfolio diversification; passive and active management; retirement vehicles; tax considerations, and much more in this two-part series!
Do take note: this is an advanced course! It is strongly encouraged that you come in with knowledge in basic budgeting and savings tools, or have taken other courses such as Stash It and Give Your Self Credit.
