Upcoming Workshops

Register today for upcoming workshops.

Debt Free Living

Feel like your debts are ruling your life? Can’t figure out what to pay first or know when you’ll be debt free? Attend this workshop and leave confident with the knowledge and tools you need to create your personal debt elimination plan. You’ll figure out which debts to pay first, and why saving is critical to debt reduction. As a part of this workshop attendees receive calculation worksheets.

Time: 90 minutes

Next Public Class: March 23, 2019 at Mt Airy Learning Tree Register today

Financial Planning – Top 10 Tools

During the first half of the workshop we begin with the basics: a sound budget and net worth statement. Next we move into the policy tools we should maximize. Employer sponsored retirement accounts, IRAs, IDAs, flexible spending and health savings accounts. No financial health session is complete without talking about debt. Yes, you can, and should, save while paying off your debt. You’ll leave this workshop with tools to jumpstart your financial health plan. Handouts include calculation worksheets and online resources. 

Time: 2 hours 

Next Public Class: March 5-12, 2019 at Mt Airy Learning Tree Register today