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Questions? Contact David Tognarelli
Our 2021 seminar calendar:
Credit Card Makeover: Getting Out of Debt
Credit cards can be a great financial tool, but for some, can lead to debt and financial trouble. This session provides an overview of credit card usage, warning signs of credit issues, and options for debt management and reconstructing existing credit.
View recording here.
Solving the Mystery Of Credit Reports
Credit report scores hold a lot of power—they can help buy that first home but can also take away financial opportunities. This session provides an overview of credit bureaus, credit scoring, guidance to dispute inaccuracies, improving credit scores, and dealing with identity theft and fraud.
View recording here.
Buying a home: Where your money counts the most
Join our mortgage professionals for an exciting seminar and learn more about:
· Do I really need to save for a 20% down payment?
· Should I pay off my student loans, credit cards, or auto loans?
· And more!
Our experts will not only answer these questions and more, but help you prepare for purchasing your dream home!
View recording here.
Women & Money
Whether it’s having children, career advancement, divorcing, or becoming a widow, there are certain pivotal times in women’s lives that can occur. This session addresses special considerations for budgeting, credit, and insurance.
Building Your First Budget (for youth)
A smart budget helps you cover your expenses and still buy some of the things you want. Find out how to
make—and maintain—a budget based on your needs.
Financial First Aid
A financial crisis can throw even the best money management plan into chaos. This session focuses on ways to gain control of a crisis. Participants will learn about financial assessments, expense prioritization, and effective negotiation with creditors.
30 Ways to Trim Your Budget
Stretching your budget is a necessary step to achieving your financial goals. Learn smart ways to save on the things that impact your finances most, such as food, health care, insurance and more.
Safeguarding Kids Identity and Online Privacy
Today’s youth generation is tech-savvy and connected online. However, parents still play an important role in helping them avoid online hazards such as identity theft, privacy and cyber-bullying. This workshop covers important issues including online privacy tips, managing computer settings, smartphone apps, and positive online behavior.
The Sandwich Generation
The Sandwich Generation is positioned in the middle. They care for aging parents while supporting their own children. In this workshop, participants will learn how to manage their parents’ medical, legal and financial needs, while ensuring they stay financially prepared for their kids’ future.
Financially Savvy Seniors
Retirement can be a great time for seniors if they are prepared financially. Attendees will learn about specific retirement concerns such as managing money, Medicare, Social Security, improving cash flow, insurance, investing, estate planning, and more.
Using Credit Cards Wisely
A credit card can be a valuable financial tool. However, before racking up big charges on multiple cards, participants should learn smart ways to handle their credit cards and take a disciplined approach.
Rebuilding After a Financial Crisis
A job loss, a medical crisis, or other hardship can send a normal financial situation into a tailspin. Participants will learn how to get their finances back on track, including budgeting, repaying debt, rebuilding credit, establishing emergency savings, and replenishing retirement savings.
10 Steps to Financial Success
We all measure financial success differently, but all paths to get there require discipline and goals. This session teaches participants ways to financial control—including developing a spending plan, creating objectives, weighing insurance needs, and other tools that will help get on the road to personal financial success.
If you are unable to attend one of our live workshops, we encourage you to check out the