Workshop Handouts & Archives
Managing Your Credit
February 25, 2021
Estate Planning Essentials
February 9, 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
Parenting in a Digital World
January 14, 2021
Exploring the Special Features of Digital Banking
December 12, 2020
Understanding Credit: Can you afford it, and how can you pay?
November 17 and 19, 2020
- Presentation Slide Deck (.pdf)
- Handout 1: Your Attitude About Credit
- Handout 2: The 3 Cs of Credit
- Handout 3: How to Get the Worst Credit Score Ever
- Handout 4: The Danger Signs of Too Much Debt
- Final Video
Take the Wheel, Get the Best Car Deal
October 29, 2020
- 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
Estate Planning Essentials
October 27, 2020
ABCs (and Ds) of Medicare Workshop
October 27, 2020
- Presentation Slide Deck (.pdf)
- Medicare Beginner's Guide (.pdf)
- Final Video