Presentations & Workshops

We will tailor content to your group’s needs and time constraints. Listed below are just some samples of what programs can be tailored to your audience. Call 800-479-6026 ext 2137 for more information or e-mail our Community Relations Department. Hourly fees may apply to workshops.

Budgeting

A balanced budget will make living a lot less stressful. Learn the ABC's of managing your money and how to develop a spending/saving plan that will work for you.

See a video sample here.

Money and Relationships

How does a money personality develop? What kind of personality are you? How can two opposite money personalities work together to achieve a common goal?

See a video sample here.

Surviving a Money Crunch

This workshop is designed for anyone facing a financial crisis such as a loss of income or major unexpected expense. Participants learn how to prioritize their obligations and gain control of the situation.

See a video sample here.

Surviving the Holidays

This program is aimed at helping you to take the financial stress out of the holidays by discovering how to make them debt free. Understand what "Holiday Hang-ups" sabotage your budget and how to take the financial pain out of the holidays with some great money savings ideas.

Unraveling the Mysteries of the Credit Reports

Because we live in a credit-driven society, it is important for each of us to understand our personal credit report, how to manage it, and its effect on the credit process. Also covered in this presentation is information on Identity Theft, how to protect yourself, and what to do if you have been a victim of ID Theft.

See a video sample here.

Home Buying 101

The home buying process is not easy. Find out the advantages and disadvantages of owning a home, how much home you can afford, learn about lenders and the types of mortgages, the roles of the appraisers, home inspectors and attorneys and how they fit into this process. Become familiar with your responsibilities as a homeowner and learn budgeting tips that will help you protect your home and investment.

See a video sample here.