Workshop Handouts & Archives
Basic Budgeting
December 14, 2021
- Presentation Deck
- Handout: SMART Financial Goals
- Handout: Cash-Flow Statement
- Final Video
Preventing Identity Theft
December 9, 2021
- 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
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
Managing Your Credit
September 21, 2021
First Time Homebuying
September 14, 2021
Understanding Digital Banking
June 17, 2021
Business Focus: A Recovery from COVID Shock is Closer Than You Think
May 26, 2021
Reaching Your 2021 Financial Goals
January 28, 2021
- Presentation Slide Deck
- Goal-Setting Worksheet--One Year
- NEFE-SMART Goal Setting
- Goal-Setting Worksheet--Action Plan
- Reaching Your Goals Resource List
- Final Video