Workshop Handouts & Archives
The Value of Income Planning
March 20, 2024
Income Taxes—Changes and Ideas for Individuals and Business Owners
February 22, 2024
Reaching Your 2024 Financial Goals
January 30, 2024
Estate Planning Essentials
November 9, 2023
Understanding the ABCs (and Ds) of Medicare
October 19, 2023
Social Security and Your Retirement
October 12, 2023
Parenting in a Digital World (Cyber Safety- Protecting Your Children Online)
September 19, 2023
Estate Planning Essentials
June 6, 2023
Understanding the ABCs (and Ds) of Medicare
May 19, 2023
How to Weather a Bear Market
April 18, 2023
First Time Homebuying
February 23, 2023
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
Managing Your Credit
September 20, 2022
- Presentation Slide Deck (.pdf)
- Handout: Credit Report FAQ
- Handout: Credit Score FAQ
- Handout: Vantage Credit Score
- 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
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