Workshop Handouts & Archives
First Time Homebuying
February 23, 2023
Social Security and Your Retirement
January 24, 2023
Reaching Your 2023 Financial Goals
January 10, 2023
- Presentation Slide Deck
- Goal-Setting Worksheet--One Year
- NEFE-SMART Goal Setting
- Goal-Setting Worksheet--Action Plan
- Reaching Your Goals Resource List
- Final Video
Preventing ID Theft
December 8, 2022
- Summary: Key Points from the Presentation
- Handout: FBI Fraud Alert
- Handout: Gift Card Scams
- Handout: How to Avoid a Scam (FTC)
- Handout: Identity Theft Recovery Plan (FTC)
- Handout: Identity Theft: What to Know, What to Do (FTC)
Building a Basic Budget
November 15, 2022
- Presentation Deck
- Handout: SMART Financial Goals
- Handout: Cash-Flow Statement
- Final Video
Understanding the ABCs (and Ds) of Medicare
October 20, 2022
- Presentation Slide Deck (.pdf)
- Medicare Beginner's Guide (.pdf)
- Final Video
Estate Planning Essentials
October 13, 2022
Managing Your Credit
September 20, 2022
Parenting in a Digital World
September 15, 2022
Understanding the ABCs (and Ds) of Medicare
June 28, 2022
- Presentation Slide Deck (.pdf)
- Medicare Beginner's Guide (.pdf)
- Final Video
Understanding Digital Banking
June 23, 2022
Business Services: "Securing your future through Business Succession planning", with Scott Reed
May 26, 2022
- Presentation Deck (.pdf)
- Final Video
Managing Your Credit
May 12, 2022
- Presentation Slide Deck (.pdf)
- Final Video
- Handout: Credit Report FAQ
- Handout: Credit Score FAQ
- Handout: Vantage Credit Score
Preventing ID Theft
April 28, 2022
- Handout: FBI Fraud Alert
- Handout: Gift Card Scams
- Handout: How to Avoid a Scam (FTC)
- Handout: Identity Theft Recovery Plan (FTC)
- Handout: Identity Theft: What to Know, What to Do (FTC)
Other Useful Links:
- www.ftc.gov
- www.identitytheft.gov
- www.consumer.gov
- Oregon Department of Justice, Consumer Protection: www.doj.state.or.us/consumer-protection
Take the Wheel, Get the Best Car Deal
March 24, 2022
- Presentation Slide Deck (.pdf)
- Handout 1: Auto Buying Resources
- Handout 2: Vehicle Options
- Handout 3: Car Inspection Checklist
- Handout 4: Buyer's Guide Example
- Final Video
Business Services: "The Origin and Future of our Tight Labor Market", with Damon Runberg
March 24, 2022
Accessory Dwelling Units (ADUs): Are They Right For You?
March 17, 2022
Estate Planning Essentials
February 17, 2022
Basic Budgeting
February 10, 2022
- Presentation Deck
- Handout: SMART Financial Goals
- Handout: Cash-Flow Statement
- Final Video
Business Services: Reaching Your 2022 Business Financial Goals
January 27, 2022
Reaching Your 2022 Financial Goals
January 13, 2022
- Presentation Slide Deck
- Goal-Setting Worksheet--One Year
- NEFE-SMART Goal Setting
- Goal-Setting Worksheet--Action Plan
- Reaching Your Goals Resource List
- Final Video
Estate Planning Essentials
November 18, 2021
ABCs (and Ds) of Medicare Workshop
October 28, 2021
- Presentation Slide Deck (.pdf)
- Medicare Beginner's Guide (.pdf)
- Final Video
Take the Wheel, Get the Best Car Deal
October 19, 2021
- Presentation Slide Deck (.pdf)
- Handout 1: Auto Buying Resources
- Handout 2: Vehicle Options
- Handout 3: Car Inspection Checklist
- Handout 4: Buyer's Guide Example
- Final Video