Explore Upcoming Financial Workshops

Upcoming Workshops

Basics of Personal Finance - Session 1

Tuesday, January 7, 2025
10:30 AM

From managing daily expenses to investing for retirement, this session helps participants set personal finance goals, learn the basics of smart money management, and build a solid financial foundation for the future.  Whether you’re just starting your financial journey or looking to sharpen your money management skills, this webinar will equip you with practical tools and strategies to help you achieve your financial goals. Learn how to create a budget that works, understand the importance of emergency funds, explore different investment options, and discover ways to reduce and manage debt effectively.

ScholarShare 529 Webinar

Wednesday, January 8, 2025
11:00 AM

Learn about saving for college with the ScholarShare 529 College Savings Plan. We will review the following points and provide an opportunity for questions at the end.

• Paying for college “The basics”

• The cost of higher education

• Different ways to save

• Is ScholarShare 529 the right plan for you and your family?

• Getting started

• Making the most of existing accounts (resources)

• Q&A

Reservations are required, and instructions will be sent via email. If you require assistance viewing or listening to the webinar, you may call 877-654-7284 for representative assistance.

Identity Theft Solutions

Wednesday, January 15, 2025
12:00 PM

Identity theft occurs when someone uses your name, Social Security number, account number, insurance information, or other identifying data to commit fraud or other crimes. In this electronic age, it has become an all-too-common danger. Fortunately, you can take many preventative measures to substantially reduce the chance of identity theft occurring and steps you can take to minimize damage if you become a victim.

Basics of Personal Finance - Session 2

Thursday, January 16, 2025
5:30 PM

From managing daily expenses to investing for retirement, this session helps participants set personal finance goals, learn the basics of smart money management, and build a solid financial foundation for the future.  Whether you’re just starting your financial journey or looking to sharpen your money management skills, this webinar will equip you with practical tools and strategies to help you achieve your financial goals. Learn how to create a budget that works, understand the importance of emergency funds, explore different investment options, and discover ways to reduce and manage debt effectively.

ScholarShare 529 Webinar

Wednesday, January 22, 2025
11:00 AM

Learn about saving for college with the ScholarShare 529 College Savings Plan. We will review the following points and provide an opportunity for questions at the end.

• Paying for college “The basics”

• The cost of higher education

• Different ways to save

• Is ScholarShare 529 the right plan for you and your family?

• Getting started

• Making the most of existing accounts (resources)

• Q&A

Reservations are required, and instructions will be sent via email. If you require assistance viewing or listening to the webinar, you may call 877-654-7284 for representative assistance.

Unleashing the Power of Credit - Session 1

Tuesday, February 11, 2025
10:30 AM

Credit is a valuable financial tool, but knowing how it works is crucial to making it work for you. This session delves into the fundamental aspects of credit, including credit scores, credit reports, and their effects on your financial well-being. Discover the various types of credit, the factors that shape your credit score, and effective strategies for building, maintaining, or improving your credit.

Are You Financially Healthy

Wednesday, February 19, 2025
12:00 PM

What does it mean to be financially healthy? It is so much more than the one score everyone asks you about today – your credit score. While there are many ways to check this score, it’s only one piece of the equation. True financial health is based on four key components: Spend, Save, Borrow, and Plan. With these materials, you’ll get a chance to confidentially determine your own Financial Health Score and the steps you can take to improve that score. Your attitude and approach toward money can impact your overall score, which has nothing to do with how much money you make, but more with how you use and plan with your money.

Unleashing the Power of Credit - Session 2

Thursday, February 20, 2025
5:30 PM

Credit is a valuable financial tool, but knowing how it works is crucial to making it work for you. This session delves into the fundamental aspects of credit, including credit scores, credit reports, and their effects on your financial well-being. Discover the various types of credit, the factors that shape your credit score, and effective strategies for building, maintaining, or improving your credit.

Tap Into Wise Credit Card Use - Session 1

Tuesday, March 11, 2025
10:30 AM

Much like driving a car, understanding the rules and best practices of credit card use can significantly impact your financial journey. In this session, uncover the essentials of using credit cards wisely, from exploring various card types, interest rates, and fees, to finding the card that best suits your needs. Uncover practical strategies for budgeting and managing debt that empower you to use credit cards responsibly.

Raising a Money Smart Kid

Wednesday, March 19, 2025
12:00 PM

Picture it: Your 28-year-old daughter stops by with a “proposal” for you. She reveals she is two months behind on her rent, has maxed out her credit cards, and behind on the minimum payments, and can’t make the payment on the car loan you co-signed for her. She plans to “move back home so I can save up and pay off these bills – or you could lend me the money to catch up.”

No parent wants to see their child in this situation, but many parents avoid taking steps that would teach their children money management skills and responsibility. By avoiding discussing money with your children, you may set them up to fail when it’s time for financial independence.

Tap Into Wise Credit Card Use - Session 2

Thursday, March 20, 2025
5:30 PM

Much like driving a car, understanding the rules and best practices of credit card use can significantly impact your financial journey. In this session, uncover the essentials of using credit cards wisely, from exploring various card types, interest rates, and fees, to finding the card that best suits your needs. Uncover practical strategies for budgeting and managing debt that empower you to use credit cards responsibly.