Financial Literacy Workshops

Browse through our presentation topics for parents and families. If you would like to schedule a presentation on one of these topics, use the button below. We also offer additional topics and can tailor a presentation to meet your group’s specific needs.

Here are some of the topics we offer parents and families:

• Parent/Family Money Matters
• General Personal Finance
• Saving & Investing
• Home Ownership
• Retirement Planning

Raising a Money-Smart Kid

Earning money, spending and saving are important things for children to learn about early in life. This workshop will help guide parents on effective ways to educate children about financial responsibility to last them a lifetime.

College Financing 101

As the cost of college tuition continues to rise, parents wonder how they can afford to pay for higher education for children or themselves. Participants will learn about long-term savings strategies, financial aid opportunities and other ways they can make college education a reality. 

Discover our presentation topics for adults below. Please reach out if you would like to schedule a presentation on one of these topics. Additional presentation topics are available and we can also tailor a presentation to meet your group’s specific needs.

Here are some of the topics we offer:

• Home Ownership
• Retirement Planning
• Digital Financial Services
• Small Business Finances
• Elder Finance Management
   

Building a Better Budget
 

Everyone wants control over their financial lives, but how do we get it? In one word: budget. It’s the most powerful weapon to get a more secure future. Participants will identify their short- and long-term goals and learn how to design realistic spending and savings plans to reach those objectives, including options for getting out of debt (and staying there).

Repaying Student Loans
 

Student loans can put a heavy burden on monthly finances, sometimes rivaling the cost of a mortgage. These days there are many options to help repay these loans. This workshop will teach attendees about the choices available.

First Time Home Buyer
 

Homeownership starts well before the contracts are signed – preparation is one of the keys to a smooth home buying process. This workshop covers all major pre-purchase topics such as budgeting, the down payment, credit reports, debt-to-income ratios and the mortgage lending process.

Identity-Theft Solutions
 

Identity theft is becoming more common and sophisticated than ever. Workshop participants will learn the methods that identity thieves use to access confidential information, tools for preventing ID theft and steps to take should identity theft occur.

Ten Steps to Financial Success
 

We all measure financial success differently, but all paths to get there require discipline and goals. This workshop teaches participants ways to financial control. This includes how to develop a spending plan, create objectives, weigh insurance needs and other tools needed for personal financial success.