This in-person workshop series will take place the first Saturday of each month from 9:00 am to 5:00 pm. A lunch will be provided. Below are the Workshop topics:
March: Your Income and Expenses – how to track your income and expenses
April: Managing Debt – different kinds of debt and ways to manage.
May: Your Savings – saving money for expenses, goals, and emergencies
June: Buying a Home – the home buying process, including mortgages.
July: Your Money Values and Influences – internal values and goals, external influences, and their relationship to financial decisions
August: You Can Bank on it: financial products, services, and providers.
Sept: Small business - business 201
Oct: Investing 101 – help beginner investors continue their investment journey by providing them with more investment knowledge.
Nov: Protecting Your Identity and Other Assets – ways to recognize, respond to and reduce the risks of identity theft.
Dec: No Workshop.
*Workshop must be attended in its entirety to receive a completion credit.
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