Educational Seminars

10 Steps To Financial Success

Financial success is not always dependent on income; in fact, many people earning an impressive salary struggle to make ends meet because they haven't followed the 10 basic steps discussed in this seminar. From developing a spending plan that works to setting goals to weighing insurance needs, this presentation covers the core concepts necessary to develop and maintain personal financial control.

Building A Better Budget

A budget is the most powerful tool available for establishing financial control. After identifying short-, mid-, and long-term goals, participants learn how to design realistic spending plans to live within their means and savings plans to reach their goals. Within that framework, we discuss different options available for getting out of debt, staying out of debt, and maintaining motivation.

Solving The Mystery Of Credit Reports

Credit reports and credit scores, as well as the rights and responsibilities that accompany them, are a concern to many consumers. This seminar provides an overview of credit bureaus, credit scoring and the Fair Credit Reporting Act as well as specific guidance on disputing inaccuracies, improving the credit score, and dealing with identity theft and fraud.

Identity Theft

This presentation provides an overview of common identity theft practices, tools for preventing identity theft, and specific steps for victims of these kinds of crimes to take in order to minimize damage.

First Time Home Buyer

For many, owning a home is a dream and most important financial goal. The preparation for homeownership begins long before the purchase actually takes place. This workshop covers pre-purchase issues such as budgeting, determining how much house is affordable, saving for down payment and other costs, credit reports, and debt to-income ratios as well as the mortgage lending process.

The Basics Of Personal Finance

Personal finance covers a wide range of topics - from managing daily expenses to investing for retirement. It's not necessary to be an expert in all these areas to achieve financial fitness. Practicing the basics of smart money management is all it takes for most people to reach their goals. This workshop is designed to help set those goals and reach them through building a solid financial foundation.

Drive Away Happy: Car Buying Decision

New vs. used. Buy vs. lease. 0% financing vs. rebate. With so many choices available, buying a new car can be difficult and stressful. Participants will learn how to make the best car shopping and financing decisions based on their particular financial situation, credit rating and goals.

For a full list of all educational seminars available, download Workshop Topics (PDF).

E-mail this page to a friend.