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Budgeting & SavingMoney MattersYou are invited to a financial education event with Wells Fargo. Learn the basics of creating a personal budget and building your savings! Leave inspired to reach your financial goals.Enrichment Winter/Spring 2019
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Foundations for RetirementMoney MattersThis is a comprehensive class on retirement planning with emphasis on creating a financial plan for retirement. In class you will focus on: goal setting, income projections, tax strategies, medical expenses and estate planning. You will receive a course book to take home.Enrichment Winter/Spring 2019
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Let’s Talk CreditMoney MattersAre you in the dark when it comes to credit? Let us help provide the light! Wells Fargo will be hosting this workshop that will cover: credit basics, establishing your credit, improving your credit, managing your debt and exploring your credit choices.Enrichment Winter/Spring 2019
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Medicare Benefits - Everything You Need To KnowMoney MattersStarting SoonMedicare; the second most important decision Americans need to make as they prepare for their retirement years. Unfortunately it is also the most misunderstood, second only to Social Security. In this class, participants will learn everything they need to know to make an informed decision on what does Medicare cover, what does it not. What types of plans help augment regular Medicare Benefits and Prescription Drug Plans. Making the wrong choices can lead to thousands of dollars of unexpected expenses during a critical time in retirement. Often times, adult children attend to be educated on Medicare to help provide oversight for their aging parents.Enrichment Winter/Spring 2019
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Retirement Planning TodayMoney MattersThis course blends financial education with life planning to help students build wealth, align their money with their values and achieve their retirement lifestyle goals. Learn how to manage investment risks, use new tax laws to your advantage, understand your company retirement plan and adjust your estate plan under the new laws. Class fee includes a 224 page illustrated text book. Instructor Terri Collymore is an independent Financial Advisor and Investment Advisor Representative.Enrichment Winter/Spring 2019
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The Most Common Estate Planning Mistakes and How to Avoid ThemMoney MattersWe will review the most common mistakes individuals and families make when creating wills, trusts, and other estate planning documents. We will also review how to avoid probate, taxes, and government interference with your planning.Enrichment Winter/Spring 2019
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The Social Side of RetirementMoney MattersFor many people, Social Security will be their only asset in retirement. Taking a benefit is not as black and white as it would seem. You will learn about the history, health and strategies of Social Security and how to maximize your Social Security benefits.Enrichment Winter/Spring 2019
