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August 2018

Aug
9
Providence Willamette Falls Community Center

Budgeting For Success

August 9 @ 6:30 pm - 8:00 pm

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…

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September 2018

Sep
13
Providence Willamette Falls Community Center

Financial Planning Basics

September 13 @ 6:30 pm - 8:00 pm

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…

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October 2018

Oct
11
Providence Willamette Falls Community Center

Retirement Planning for PERS Employees

October 11 @ 6:30 pm - 8:00 pm

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…

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November 2018

Nov
8
Providence Willamette Falls Community Center

Identity Theft Protection

November 8 @ 6:30 pm - 8:00 pm

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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