• 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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  • 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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  • Investments: One Piece of Financial Planning Part 2

    Financial Planning covers 6 areas of concentration. 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 in this two part series. This is an advanced course and 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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  • Investments: One Piece of Financial Planning Part 1

    Financial Planning covers 6 areas of concentration. 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 in this two part series. This is an advanced course and 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.

    Read More

  • 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. 

    Read More

  • 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.

    Read More

  • 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.

    Read More

  • 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. 

    Read More

  • 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.

    Read More

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    Mental Health, Wealth, & Resource Access for Women of Color

    Join us for a free luncheon as we discuss resource access, mental health, & financial wellness for the BIPOC community

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