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April 19, 2023Coffee, Bagels, and Investments with Fresh Start
Join us for an empowering morning all about building the knowledge, skills and confidence to build and manage your own investment portfolio.
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March 31, 2023
Bagels, Coffee and Investments
nvesting and financial planning can be intimidating. This event was created as an open and inviting space to learn and ask questions. Financial Planning covers 6 areas of concentration with 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 from Certified Financial Planners.
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March 30, 2023
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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March 29, 2023
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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January 19, 2023
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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January 17, 2023
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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January 17, 2023
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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January 17, 2023
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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January 16, 2023
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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November 10, 2022Financial Wellness Fair
Join us for our Financial Wellness Fair for Women to discover your financial voice and learn valuable tips to better manage your finances and plan for your financial future!
