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Free Workshops: Understanding Your Finances Register View Cart

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Retirement By Design
This presentation illustrates how you can translate your vision for retirement into tangible goals. Whether you are 10 or 40 years from retirement, you'll learn investment strategies to help design the retirement you want. We'll also discuss how you can add flexibility to your strategy to help you handle unexpected events and how you can keep your strategy on track.

Entrepreneurial Equation Workshop
This 40-minute program is designed to help educate business owners about tools and strategies to help make building, running, and preserving a business easier.

Bringing Balance to Your Budget
This presentation is designed to help you sharpen your spending and saving strategy. You'll learn more about:
- Setting personal financial goals
- Balancing saving, spending, and borrowing to achieve your goals
- Strategies for controlling debt and improving credit scores
- Practical savings options for now through retirement

Scripting Your Family's Future
This educational program is designed to help you understand the important role a well-executed estate plan can play in ensuring your strategy remains aligned with your goals.

Outsmarting the Scammers
Incidents of fraud are on the rise and scammers' tactics are becoming more complex. This presentation will help give attendees the information they need to Outsmart the Scammers. During the program, we'll discuss how to spot certain red flags that may indicate a fraudulent encounter, resources individuals can turn to in the event they or loved ones are targeted, and steps attendees can take to help protect themselves and loved ones.

Health Care and Your Retirement
This program addresses what steps clients should take to prepare for health care costs to help ensure their retirement savings stay healthy.


Register Activity Ages Grades Days Date/Time Fees
 
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Retirement By Design 
17 and up  N/A  Tu  10/10/2017
6:00 PM - 8:00 PM

Community & Rec. Center - Senior Lounge
$0.00 Res, $0.00 Non-Res
 
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Entrepreneurial Equation Workshop 
17 and up  N/A  Th  10/12/2017
6:00 PM - 8:00 PM

Community & Rec. Center - Senior Lounge
$0.00 Res, $0.00 Non-Res
 
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Bringing Balance to Your Budget 
17 and up  N/A  Tu  11/07/2017
6:00 PM - 8:00 PM

Community & Rec. Center - Senior Lounge
$0.00 Res, $0.00 Non-Res
 
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Scripting Your Family's Future: Why You Need an Estate Plan 
17 and up  N/A  Th  11/09/2017
6:00 PM - 8:00 PM

Community & Rec. Center - Event Room A
$0.00 Res, $0.00 Non-Res
 
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Outsmarting the Scammers 
17 and up  N/A  Tu  12/12/2017
6:00 PM - 8:00 PM

Community & Rec. Center - Senior Lounge
$0.00 Res, $0.00 Non-Res
 
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 Register as Guest
Health Care and Your Retirement 
17 and up  N/A  Th  12/14/2017
6:00 PM - 8:00 PM

Community & Rec. Center - Senior Lounge
$0.00 Res, $0.00 Non-Res
* Adjustments and discounts will be applied during checkout if applicable. *

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