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January 2021

Jan
19
Virtual Workshop

How to Plan Your Spending and Build Savings | Virtual Workshop

January 19 @ 7:00 pm - 8:00 pm

We all know we should be paying more attention to our money, especially even more so with many people in financial crisis. For many of us, thinking about how we spend our money is the last thing we want to do. Know you need a budget but don’t know where to start? Or maybe you need some help navigating resources during this time? This workshop is right for you! Together, we’ll cover: Different budgeting styles, methods, and how to get…

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February 2021

Feb
2
Virtual Workshop

Financial Planning | Virtual Workshop

February 2 @ 7:00 pm - 8:00 pm

Presented by Tony Fox, CFS1 Financial Advisor. Jumpstart 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 and learn more about: 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 Click here…

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Feb
16
Virtual Workshop

How to Manage Debt | Virtual Workshop

February 16 @ 7:00 pm - 8:00 pm

It can be easy to lose hope when it comes to managing your debt. Everyone, no matter the amount, can learn ways to manage and pay off debt to help keep more money in their pockets and savings accounts. In our How to Manage Debt workshop we will: Go over different methods of debt management Learn the snowball and interest rate methods for paying off debt faster Learn about the true cost of debt Go over different free calculators and…

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March 2021

Mar
2
Virtual Workshop

Mortgage 101 | Virtual Workshop

March 2 @ 7:00 pm - 8:00 pm

Buying your first home and don’t know where to start? Or maybe you’re wondering if now is a good time to refinance. Check out our workshop! Our workshop will take you on a fascinating journey! Two industry experts, with over 30 years of experience, will walk you through the mortgage process. We will help you get the tools and knowledge you need to make the best decisions and find the right mortgage for you. Learn more about: The mortgage process:…

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Mar
16
Virtual Workshop

Mortgage Myth Busters | Virtual Workshop

March 16 @ 7:00 pm - 8:00 pm

Join our free workshop and together we will dispel the misconceptions that may be keeping you from getting your dream home. Or perhaps you’re considering refinancing, and don’t know which way to turn. Two industry experts, with over 30 years of experience, will answer these questions (and more): Do you need 20% down or perfect credit? Is renting better than buying? What is a pre-qualification and do I need one? When does a refinance make sense? Click here to register…

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April 2021

Apr
6
Virtual Workshop

Auto Buying | Virtual Workshop

April 6 @ 7:00 pm - 8:00 pm

We want to help prepare you for the entire car buying process. From start to finish. Join our free Auto Buying Workshop and learn what you need to know before buying your next car. How to buy a used car Understanding what drives values in the auto market Overcoming the potential pitfalls when looking to buy a vehicle Click here to register today and feel free to invite family and friends. We hope to see you there!​​

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Apr
27
Virtual Workshop

PERS Retirement Planning | Virtual Workshop

April 27 @ 7:00 pm - 8:00 pm

Presented by Tony Fox, CFS1 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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May 2021

May
27
Virtual Workshop

Estate Planning | Virtual Workshop

May 27 @ 7:00 pm - 8:00 pm

What is an estate plan? Simply put, it’s a map of how you want your personal and financial affairs to be handled in case of incapacity or death and the subsequent implementation of the strategies that will fulfill your goals. From savings accounts to investments to property, it is vitally important to make sure you have a plan in place before an incapacity or death happens. In this workshop, CFS Financial Advisor1 Tony Fox and attorney Shauna Haney will discuss…

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June 2021

Jun
8
Virtual Workshop

How to Manage Debt | Virtual Workshop

June 8 @ 7:00 pm - 8:00 pm

It can be easy to lose hope when it comes to managing your debt. Everyone, no matter the amount, can learn ways to manage and pay off debt to help keep more money in their pockets and savings accounts. In our How to Manage Debt workshop we will: Go over different methods of debt management Learn the snowball and interest rate methods for paying off debt faster Learn about the true cost of debt Go over different free calculators and…

Find out more »
Jun
22
Virtual Workshop

How to Plan Your Spending and Build Savings | Virtual Workshop

June 22 @ 7:00 pm - 8:00 pm

We all know we should be paying more attention to our money, especially even more so with many people in financial crisis. For many of us, thinking about how we spend our money is the last thing we want to do. Know you need a budget but don’t know where to start? Or maybe you need some help navigating resources during this time? This workshop is right for you! Together, we’ll cover: Different budgeting styles, methods, and how to get…

Find out more »
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