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Understanding Social Security
Hosted by Tony Fox, CFS* Financial Advisor. When it comes to planning for retirement, Social Security will likely play a critical part in your retirement plan. Everyone’s situation is different and it is important to prepare in advance for making your decision as to when to file for Social Security. Join our complimentary Understanding Social Security Workshop to learn more about: Different filing strategies for Social Security Discussion on how to potentially maximize benefits Information regarding social security for married,…
Find out more »Mortgages 101
Learn about the process for obtaining a home loan. Join our free Home Buying & Mortgages workshop and get smarter with your money. The steps in applying for a home loan as well as the information your lender will need from you, and why they need it, An explanation of interest rates and other costs associated with obtaining a home loan, The roles of those who are working to get you that home loan, The different loan products available to…
Find out more »Budgeting For Success
How you manage your money can affect your future. Do you have a system in place? Join our free Budgeting for Success workshop and learn how to be wise with your money. Get tips on stretching your dollar Pick up simple DIY tricks for managing your spending habits Learn the easy mechanics for budgeting Become familiar with free money management software Light refreshments and beverages will be served. Please register now to reserve your spot! Feel free to invite family…
Find out more »Financial Planning Basics
Presented by Tony Fox, CFS* Financial Advisor. Jump start your financial planning. Learn processes and ideas that can help you create a personalized plan based on your unique financial needs. Join our complimentary Financial Planning Basics Workshop. Overview of the entire financial planning process from basic budgeting to complex retirement planning Learn about topics relevant to your goals, regardless of where you are financially Engage in brief discussions about budgeting, investing, retirement plans, and insurances Light refreshments and beverages will be…
Find out more »Retirement Planning for PERS Employees
Presented by Tony Fox, CFS* Financial Advisor. If you are a member of PERS you will have a number of decisions to make when you retire. Everyone’s situation is different and the choices you make should depend on your unique situation. The options you have for Tier 1, Tier 2, or IAP benefits can be daunting, but they play a critical part in developing your retirement plan. You are invited to our complimentary Retirement Planning for PERS Employees workshop to…
Find out more »Identity Theft Protection
Identity theft can happen to anyone and even the most cautious of people can be at risk. Join our free Protecting Your Identity Workshop and learn key facts to safeguard yourself from becoming a victim. Educate yourself on the current scams taking place See how to recognize a scam or identity theft attempt Learn how to protect yourself from being a victim of ongoing scams Get tips on how to report in the event you become a victim of a…
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