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< 2021 >
April

Preparing for Home Ownership Series – Join Park Place Housing & Economic Development Corporation in Money Smart Thursdays – Budgeting for your new home purchase. Know how much house you can afford and how to budget accordingly for the expenses associated with home ownership.
Note: This is part of a 5 part series:
April 1 – Budget For Your New Home Purchase
April 8 – Save For Your New Home Purchase
April 15 – Improve Your Credit
April 22 – Pre-Qualify For Your Home
April 29 – Shop for Your New Home

RSVP: 314-502-9710

Learn about Markets through analogies, such as Betting on Sporting Events and Investing, and Great Companies, versus Great Stock returns.

Larry Swedore, Chief Research Office of Buckingham Wealth Partners, will explain how markets work, set prices and how to choose a fund.

Are you looking for a job or wanting to maximize your business network? Learn the basics of using LinkedIn to help you achieve these goals. This is a pre-recorded class available to watch anytime April 1st through April 30th.

Join us as we share frank conversations with industry-specific business owners on their lessons and experience on the road to entrepreneurship. This week, we will be connecting with seasoned Catering and Restaurant Entrepreneurs all about their insights. Are you in the catering or restaurant business? You won’t want to miss this one!
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We all know that it’s a Money Smart Move to live below our means…but what do you do when you’re already at the lowest of the low? You use your gifts, talents, experiences, expertise to INCREASE your means.

H Cortez Springer, author, “Monetize My Life” will be teaching how to turn your gifts, talents, experiences, and expertise into streams of income.

The internet has leveled the playing field and you no longer need permission from a publisher to write that book that’s bubbling inside of you. Creating your own coaching or consulting business doesn’t require anyone’s permission but your own.

You’ll learn how to assess your gifts, how to create products/services based on those gifts, how to brand & market them, and how to deliver them to your customers on autopilot so it won’t interfere with your job.

We’ve all got something of value to offer the world according to H Cortez and he wants to show us all how to tap into it and allow our gifts to make room for us at the top.

RSVP to: 314-874-6887

Money Mondays – Making Ends Meet – For some families making ends meet was already tough. The pandemic made things considerably worse. This workshop will explore programs that were designed to ease some of the financial burden due to COVID-19.

Financial Peace – Take Baby Steps Towards Becoming Debt Free

If you are sick and tired of debt eating away at your ability to save for an emergency, college, or retirement, this session is for you. Instead of trying to tackle all issues at the same time, let’s talk about taking small focused steps so you’ll start feeling in control.

I am passionate about all the free advice Dave Ramsey is providing, and during this one-hour session, I’ll share my experience after reading The Total Money Makeover and how this book (available at your library) could help you.

Learn how to optimize your LinkedIn profile and more. This can help you find a better job and make valuable business connections. This is a pre-recorded class available to watch anytime April 8th through April 21st.

In this class, we’ll cover the basics of debt collections and charge-offs, your rights as a consumer, and helpful tips for tackling your own collections.

Presented by the Institute for Financial Education. Discover new strategies to maximize your benefits and how the Bipartisan Act of 2015 directly impacts you.
Registration required. Participants will receive Zoom information via email immediately after registering.

Learning about how credit scores can affect or help your credit through various reporting

Get the MOST out of your 529 Education Plan: Learn more about qualified withdrawals, using your account to pay for K-12 tuition, and helpful tips to boost your education savings during market downturns.

Participants will engage and be empowered with information pertaining to Credit Management and Scores.

RSVP to: ljoycemackey@frccstl.org

Learn strategies and tax considerations to help you make the right decision to file Social Security for you and your family.
Presenter, Jeremy North, Chief Financial Advisor of 360 Investment and Retirment Advisory, LLC

*This is a private event*

Financial Empowerment Coalition Stakeholders Speaker Series
Moderator: Phil Minden EVP Sterling Bank
Keynote Speaker: James Bullard President and CEO St. Louis Federal Reserve Bank

Join us for this new 1-hour lunch special as we partner with STL banks every Wednesday at noon to learn about various business banking FAQs. This week’s topic is Which Loan Product is Right For You?, an important topic to understand as a rising small business owner. Come ready to learn!
This session will be held on Zoom. After registering, you will receive an email the day before the event with the Zoom link to connect.

Brought to you by the Urban League STL Women’s Business Center with guest speakers Frank Shelton & Nick Thomas of Midwest Bank Centre.

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A home equity line of credit, or HELOC, is a secured loan backed by your home. Instead of taking out a lump sum, borrowers are given access to a credit line, similar to how a credit card works, and only charged interest on the amount they use. HELOC can be used to remodel your home, pay for college, take vacations, or an alternative resource to pay debts. Join Karla Johnson of BMO Harris Bank to learn more about the HELOC product.

RSVP: gatesl@stltreasurer.org

Receive information about the benefits and considerations of choosing investments that offer tax advantages.
It’s Not What You Make, It’s What You Keep.
Presenter, Nate Seiler, Financial Advisor with Edward Jones

Preparing for Home Ownership Series – Join Park Place Housing & Economic Development Corporation in Money Smart Thursdays – Budgeting for your new home purchase. Know how much house you can afford and how to budget accordingly for the expenses associated with home ownership.
Note: This is part of a 5 part series:
April 1 – Budget For Your New Home Purchase
April 8 – Save For Your New Home Purchase
April 15 – Improve Your Credit
April 22 – Pre-Qualify For Your Home
April 29 – Shop for Your New Home

RSVP: 314-502-9710

In an ongoing partnership with Bank of America Justine – PETERSEN presents the Delivering Insights Series. This series is built around covering a wide range of topics for small business owners and financial empowerment.
To RSVP, call 314-533-2411, extension 100

Leaving the Poverty Trap! People with disabilities are 2x more likely to live in poverty than someone who is not disabled.

Learn strategies that will help people with disabilities build assets without jeopardizing needed supports.
This class is part of a Money Smart Series! Money Smart is a public education campaign to help consumers better manage their personal finances through free, non-commercial education.

Join us as we share frank conversations with industry-specific business owners on their lessons and experience on the road to entrepreneurship. This week, we will be connecting with seasoned Licensed Therapists all about their insights on running a private practice. Are you in the business of owning a private practice? You won’t want to miss this one!
Powered by SBA.

Zoom presentation on money smart practices for local Refugees in the St. Louis community.

Working with the Refugee Community of St. Louis, this event will provide basic credit information and the Road to Home Ownership.

RSVP: Allieze Curry, acurry@aka-omicronetaomega.org, 314-852-3270

Attend a FREE Home Buying Workshop to learn: How to achieve affordable and successful homeownership! Down Payment Assistance Programs that are available. How to get a FREE credit analysis? What documentation you need to be approved for a loan?

Working with the Refugee Community of St. Louis, this event will provide basic credit information and the Road to Home Ownership.

RSVP to: Allieze Curry, acurry@aka-omicronetaomega.org, 314-852-3270

Award-winning youth entrepreneur Mikey and his team will show kids how to start a business in five steps! This fun-filled workshop will include: budgeting, marketing, identifying startup costs, selecting your target market and more. Attendees will receive a free signed copy of the best selling children’s book “Mikey Learns About Business”. The event is sponsored by the St. Charles City-County Library Foundation.

FCB 2021 Contactless Shred Day – Columbia, IL Address: 700 Columbia Centre, Columbia, IL

 

 

Money Smart Kids workshop
Hosted by bestselling child author Mikey Wren. Participants will receive information from award-winning youth entrepreneur Mikey and his team on how to start a business in five steps. Topics included in this fun-filled workshop for ages 7yrs-14 yrs include budgeting, marketing, identifying startup costs, selecting your target market and more.

RSVP: mikeyknowsbiz@gmail.com

Money Mondays – It’s gonna cost ya! The true costs of a low credit score. How consumers become prey to predatory practices like rent to own, pawn shops and others.

New to Financial Planning? Retirement decades away? Get beginner tips with financial experts Adam Grossman and Brad Stinn, and guest moderator Charlie Brennan of KMOX!

Adam Grossman is a financial planner and the founder of Mayport Wealth Management.  Mayport’s mission is to help lower the cost of financial advice for consumers. Unlike traditional firms in the wealth management industry, Mayport works with clients on a flat-fee basis. Adam is a contributor to the personal finance website HumbleDollar, where he has written a weekly column since 2017. Adam lives with his family in Boston. In his community, he has served on the finance committees of local schools and nonprofits. Adam holds an MBA from the Sloan School at MIT.

Brad Stinn, author of The Roadside Scholar: Amazing Money Lessons for Inside the Fence. was a Federal inmate for 10 years. During that time, he taught investment, business and GED classes to inmates. He is a Harvard Economics graduate, was a financial analyst for a major Wall Street firm and was Chief Financial Officer of a publicly-traded company for over a decade. Since his release in 2019, he has been building The Roadside Scholar financial education brand, including CEO coaching for several private companies and in late 2020 initiating The Roadside Scholar Fund Scholarship Program to assist young adults in starting on the path to building generational wealth. Married and the father of three, he lives in the San Francisco Bay Area.

Charlie Brennan is the host of “The Charlie Brennan Show with Amy Marxkors” and provocateur of “Donnybrook” on KETC-TV, NineNetwork of Public Media. He is a St. Louis Radio Hall of Famer and author of several books about St. Louis.

Participants will learn the benefits of New vs. Used vehicles, buying or leasing and which is the best, and find out what they can afford. Learn about other expenses, including insurance, maintenance, and gas mileage.

Presented by Operation Hope.
Learn about what credit is, how to create a budget, and how to read and dispute possible errors on your credit report that may be affecting your rating.
Adults. Registration required. Participants will receive Zoom information via email immediately after registering.

Learn how to plan and pay for long-term care! Get the inside scoop about the planning process, Medicare and Medicaid, who pays for long-term care, and the limitations of these benefits. About the Presenter: Bridgid Fernandez is a Certified Elder Law Attorney with Fernandez Elder Law, LLC.

Kevin Grogan will discuss his book, co-authored with Larry Swedroe,
“Your Complete Guide to a Successful & Secure Retirement”. This book presents uniquely comprehensive coverage of every important aspect you need to think about as you approach retirement, including Social Security, Medicare, investment planning strategy, portfolio maintenance, preparing your heirs, retirement issues faced by women, the threat of elder financial abuse, going beyond financials to think about your happiness, and much more.
Bring your questions and be part of this lively discussion on how to achieve the retirement of your dreams.

Join Financial Wellbeing Coach, Reginald Garth, in this workshop as he shows you basic strategies of how to budget, save, and develop SMART goals for your financial future. Special guest, Community Lending Officer, LaTonya Jackson from Bank of America will be joining to discuss best practices to budget for college.

The diagnosis of Alzheimer’s disease makes planning for the future more important than ever. Legal and Financial Planning for Alzheimer’s Disease is an interactive two-part program where you will have a chance to learn about important legal and financial issues to consider, how to put plans in place, and how to access legal and financial resources near you.

This program will cover information for families and individuals dealing with Alzheimer’s disease or a related dementia. Topics covered will include:

Making legal plans that fit your needs; Legal documents you’ll need and what they mean for all of you; How to find legal and financial assistance; Practical strategies for making a long-term plan of care; Tax deductions and credits; and Government programs that can help pay for care.

Preparing for Home Ownership Series – Join Park Place Housing & Economic Development Corporation in Money Smart Thursdays – Budgeting for your new home purchase. Know how much house you can afford and how to budget accordingly for the expenses associated with home ownership.
Note: This is part of a 5 part series:
April 1 – Budget For Your New Home Purchase
April 8 – Save For Your New Home Purchase
April 15 – Improve Your Credit
April 22 – Pre-Qualify For Your Home
April 29 – Shop for Your New Home

RSVP: 314-502-9710

Are you dealing with a debt collector? Did you know you have protections under the law? A debt collector must not mislead, harass, coerce or act unconscionably towards you. Join us to learn how your rights and what debt collectors can and cannot do.

RSVP: gatesl@stltreasurer.org

Do you have financial questions that you would like answered? Come and do a virtual Q and A with the Coaches at Prosperity Connection. Learn about different savings options such as money market accounts, CDs, and high-yield accounts. How much savings should you have? Compound interest is a beautiful thing! And get simple tips and tricks for building your savings fast.

Topics covered include:

*What is Identity Theft
*Types of Identity Theft
*Cyber Crimes Overview
*Medicare Fraud Overview
*Examples on What to Watch Out For
*Who to Contact if You are Victimized

Adulting is hard work, but if you learn how to manage your money, you’ll be ahead of the pack! Investigate ways to earn, balancing budgets, and keeping track of spending while completing interactive web-based scenarios designed to develop financial literacy.

Learn more and register at SLPL.org. Registration is required.

Learn how:
Markets are highly efficient.
All risky assets should have similar risk-adjusted returns, similar Sharpe ratios.
Portfolios should be broadly diversified across unique/independent sources of risk.
Traditional portfolios are dominated by single risk.

Buckingham Wealth Partners

Adulting is hard work, but if you learn how to manage your money, you’ll be ahead of the pack! Investigate ways to earn, balancing budgets, and keeping track of spending while completing interactive web-based scenarios designed to develop financial literacy.

Consumerism is the theory that people consuming goods and services in large quantities will increase spending thus increasing production and economic growth. Learn how to consume responsibly to grow the economy and take care of our planet.

At Justine PETERSEN, you can get personalized guidance through the whole home purchase process through our HUD-Approved Housing Counseling Program. We can connect you to lenders, real estate agents, home inspectors, as well as down payment and closing.

RSVP: RClick@justinepetersen.org, 314-533-2411 Ext. 109

Join us as we share frank conversations with industry-specific business owners on their lessons and experience on the road to entrepreneurship. This week, we will be connecting with seasoned Licensed Therapists all about their insights on running a private practice. Are you in the business of owning a private practice? You won’t want to miss this one!
Powered by SBA.

Learn about saving and spending through stories, songs, and rhymes. This is a pre-recorded class available to view anytime after 9 am on April 16th.

This event will help you understand the importance of establishing and maintaining good credit.
It will provide tips on improving your credit rating along with helping you to understand credit reporting agencies and credit reports. You will learn about credit scoring, how to correct errors on a credit report, how to address common credit problems, ways to establish credit and how to manage debt. Please join us and learn how to manage and use credit wisely.

Shred Day at the Hollywood Casino Amphitheatre, 14141 Riverport Dr, Maryland Heights, MO 63043 Limit of 5 boxes per vehicle, Individuals will need to remain in their vehicles. Bike recycling will also be available that day!

Money Mondays – The Bad Debt Dilemma. Let’s talk about credit! Do you have Zombie Debt?! Can you legally erase bad debt? Find out with Legal Services attorneys – don’t let the credit zombies get you!

Planning and protecting your estate and belongings, and helping your loved ones protect theirs, can feel like a complicated process, but it doesn’t have to be. This introductory class will help you understand each type of estate planning document, why people may choose a trust or a will over the other, and help you determine if our current plan meets your goals. The Presenter is Kevin Mason, Attorney, of Tucker Allen Estate and Elder Law

Learn the key steps to homeownership!
This workshop will include an overview of available private and government mortgage products as well as homeownership education, counseling, and grants and secondary financing available in the metro area.
About the Presenter: Gloria Brainsby, Financial Advising Manager, Beyond Housing

Attend a FREE Home Buying Workshop to learn:

  • How to achieve affordable and successful homeownership!
  • Down Payment Assistance Programs that are available
  • How to get a FREE credit analysis?
  • What documentation you need to be approved for a loan?

No additional detail for this event.

The mission of CAASTLC is to end poverty. We are committed to helping the families and communities of St. Louis County prevent the conditions of poverty for present and future generations. Our clients who have been released from incarceration have a need to learn how to manage their finances in such a way that they can open a bank account and save money for basic needs like food and housing. Focus on Reentry, a financial educational curriculum, will be utilized/taught as a financial literacy tool for all participants and addresses/focuses, specifically, on all issues pertinent to justice involved individuals, i.e., reestablishing/building credit, budgeting, savings, budgeting, SMART financial goals, obtaining criminal records and credit reports. This 3 hours workshop will be hosted via Zoom.

RSVP to: jingram@caastlc.org

Do you need insight on Reimagining Your Business during the pandemic? Get expert insight from one of our business growth experts about maintaining your core values while pivoting during the pandemic. Register today for this hot topic for both new and seasoned business owners.

Brought to you by the Urban League STL Women’s Business Center with Narmen Hunter, Growth Consultant/Coach.

Powered by SBA.

Join us for this new 1-hour lunch special as we partner with STL banks every Wednesday at noon to learn about various business banking FAQs. This week’s topic is The Loan Process from Beginning to End , an important topic to understand as a rising small business owner. Come ready to learn!

This session will be held on Zoom. After registering, you will receive an email the day before the event with the Zoom link to connect.

Brought to you by the Urban League STL Women’s Business Center with guest speaker Kevin Brooks from CIBC.

Powered by SBA.

The Startup League Business Strategy Lab Series creates a collaborative space for small business owners and entrepreneurs to tackle specific challenges in their organization and best leverage available resources. These
interactive sessions are designed to help participants:

– Reduce complexity and take small, but powerful steps to move their business forward
– Gain a better understanding of the various resources available
– Learn how to best position their business for capital and technical assistance resources
– Hear diverse insights from small business and finance leaders
– Network with other business owners

Join Financial Wellbeing Coach, Reginald Garth, in this workshop as he shows you basic strategies of how to budget, save, and develop SMART goals for your financial future.

Find out all about probate estate! This presentation will cover what probate estate is, why it is needed, and what triggers the filing of a probate estate.
Attendees will also discover how the estate is handled by both the executor/personal representative of the estate and the probate attorney, and the different types of probate estates. Finally, attendees will learn how to set up estate planning documents to avoid having a probate estate, including the use of non-probate transfer documents and living trusts.

This workshop is designed to help Moms better understanding credit and how credit works.

RSVP: mikeyknowsbiz@gmail.com

Preparing for Home Ownership Series – Join Park Place Housing & Economic Development Corporation in Money Smart Thursdays – Budgeting for your new home purchase. Know how much house you can afford and how to budget accordingly for the expenses associated with home ownership.
Note: This is part of a 5 part series:
April 1 – Budget For Your New Home Purchase
April 8 – Save For Your New Home Purchase
April 15 – Improve Your Credit
April 22 – Pre-Qualify For Your Home
April 29 – Shop for Your New Home

RSVP: 314-502-9710

This is Prosperity Connection’s monthly budgeting class.
Participants will learn why its important to have a monthly budget, How to create S.M.A.R.T. Goals (Specific, Measurable, Adjustable, Realistic, and Time-Oriented) the different types of goals of financial goals, and how to create their own personal financial visions.

Topics covered include:

*What is Identity Theft
*Types of Identity Theft
*Cyber Crimes Overview
*Medicare Fraud Overview
*Examples on What to Watch Out For
*Who to Contact if You are Victimized

Identity theft is a crime where someone steals key pieces of your personal information – your name, driver’s license number, Social Security Number, or an account number -for fraudulent use. Often, identity thieves can drain assets from your existing accounts, open new accounts in your name, apply for credit, and charge purchases to you. Join Daniel Brennan of PNC Bank to learn what steps you can take to protect your identity!

Compete with others and test your knowledge about financial subjects like budgeting, the money printing process, and other financial subjects to win a prize in Financial Jeopardy!

Estate planning is the process of arranging your assets so that, if you were to become ill, injured, or die, your estate would be assigned to the people, and entities whom you wish to inherit your assets or control your affairs. We will discuss how to make sure you have all your important documents in order and how to do it all while social distancing.

This event will give you tips on how to manage your money so it doesn’t manage you. It will cover how to establish a realistic spending plan, setting goals and creating a spending plan to meet your goals, and how to trim expenses to to find savings. If you set realistic

Explore the history of and different types of money. This take and make craft will have fun hands on activities to create your own money and change purse.

This pre-recorded virtual session allows students to explore exciting topics with games, fun facts, and activities. You can watch it for 30 days starting on April 22, 2021 at 9:00 am.

TAKE AND MAKE KITS for the class projects will be available for curbside pickup at the Middendorf-Kredell Branch of the St. Charles City-County Library starting March 15. Kits are for students who have registered for the class. If you are unable to pick up a kit, you can still participate with the following supplies: Blank paper, scissors , and crayons or markers.

Join us as we share frank conversations with industry-specific business owners on their lessons and experience on the road to entrepreneurship. This week, we will be connecting with seasoned Home Healthcare providers all about their insights on running a private practice. Are you in the business of owning a private practice? You won’t want to miss this one!
Powered by SBA.

Participants will receive information from award-winning youth entrepreneur Mikey and his team on how to start a business in five steps. Topics included in this fun-filled workshop for ages 7yrs-14yrs include budgeting, marketing, identifying startup costs,

Buying a home is the largest and most important purchase most people ever make. Joing us to find out about your homebuying team, types of homes and types of ownership, locating the right house to meet your wants and needs, how much you should pay, and how to write a winning offer. From this session you will know what happens from writing the contract to closing on your home. Please join us so you can be a smart homebuyer.

Money Mondays – Financing Your Project: Creating a budget. Historic state and federal tax credits. Risks/benefits of different financing models (construction loans, hard money loans, conventional mortgages, second mortgages, etc.).

Learn not to take more risks than you have the ability, willingness, or need to take. Larry Swedore, Chief Research Office of Buckingham Wealth Partners, will explain the severe losses are expected and should be built into any investment plan. He will share how to expect the unexpected by avoiding errors, knowing your financial history, ignoring the noise of the market, and adhering to your well-thought-out plan.

New York Times “Your Money” columnist and bestselling author gives a deeply reported and emotionally honest approach to the biggest financial decision families will ever make. Join Ron Lieber in discussion with guest moderator, KMOX’s Charlie Brennan!
Books available for purchase from Main Street Books, St. Charles.

This workshop is designed to help create a budget that will incorporate your priorities and goals. During the workshop, you will learn: How to manage money as they work toward their goals. How to develop a budget.

RSVP: kristy.daniels-jackson@thrivent.com

The Public Service Loan Forgiveness (PSLF) Program forgives the remaining balance on your federal Direct Loans after you make 120 qualifying monthly payments under a qualifying repayment plan while working full-time for a qualifying public service employer. Join Andrew Hall of The Institute for Financial Education to learn if you qualify and if this program is for you!

Managing Debt through Empowerment

Learn how to consume responsibly to grow the economy and take care of our planet. Consumerism is the theory that people consuming goods and services in large quantities will increase spending thus increasing production and economic growth. Learn how to consume responsibly to grow the economy and take care of our planet.

Participants will engage and be empowered about Debt Management as it relates to bills and topics such as student loan debt.

RSVP: ljoycemackey@frccstl.org

Attend a FREE Home Buying Workshop to learn:
How to achieve affordable and successful homeownership!
Down Payment Assistance Programs that are available
How to get a FREE credit analysis?
What documentation you need to be approved for a loan?

This class will teach you about the importance of Goal Setting. Goal setting is not something we say out loud or to ourselves and it comes to pass. This will cover how to set (SMART) specific, measurable, attainable, relevant and timely goals. When a goal is set and not accomplished it’s important to see where you missed the mark and how to set the next step to get the goal done. Goals are accomplished one step at a time. Join us to discover how to attain your goals internally and externally.

Join us for this new 1-hour lunch special as we partner with STL banks every Wednesday at noon to learn about various business banking FAQs. This week’s topic is 5Cs of Credit , an important topic to understand as a rising small business owner. Come ready to learn!

This session will be held on Zoom. After registering, you will receive an email the day before the event with the Zoom link to connect.

Brought to you by the Urban League STL Women’s Business Center with guest speaker Kevin Brooks from CIBC.

Powered by SBA.

Escape your fear of dealing with death and estate taxes, wills and trusts, probate, and your estate.
Learn how to choose an executor, lifetime giving exclusions, unlimited marital deductions, and tax-free inheritance.

Learn the ins and outs of the home-buying process! Buying your first home can be scary and overwhelming, but this presentation will put your mind at ease and help make it an exciting time for you and your family!
Topics covered:
Home buying terms
Understanding the home buying process
Tools & tips for getting a great deal
Financing options
First-time buyer programs
Inspections
Home Owner’s Association (HOA) info

About the Presenter: Heidi Fuentes is a Realtor with The Chad Wilson Group

Preparing for Home Ownership Series – Join Park Place Housing & Economic Development Corporation in Money Smart Thursdays – Budgeting for your new home purchase. Know how much house you can afford and how to budget accordingly for the expenses associated with home ownership.
Note: This is part of a 5 part series:
April 1 – Budget For Your New Home Purchase
April 8 – Save For Your New Home Purchase
April 15 – Improve Your Credit
April 22 – Pre-Qualify For Your Home
April 29 – Shop for Your New Home

RSVP: 314-502-9710

This practical, easy-to-understand – and shockingly entertaining! – class explains the vital keys for your financial success. Improve your understanding of personal finance basics like credit and savings and gain the confidence to make smart choices with your money.

The 4-bucket strategy has been used by many financial professionals to help preserve and grow your assets while avoiding or minimizing market losses. This strategy can be extremely successful and is a favorite of many people who want to retire comfortably and not be concerned with the stock market

About the Presenter:
Jeremy D. North is the Chief Financial Advisor of 360 Investment and Retirement Advisory, LLC

You have earned your dream of Homeownership and now you have to protect it. This class is designed to help you take care of your home and your finances so you can continue to enjoy homeownership for many years.

Learn about the importance of making your home safe and energy efficient, keeping your home in good repair, getting involved in the life of your neighborhood,keeping records and paying taxes, managing your money for homeownership and what to do if you cannot make your payments. This class is designed for homeowners as well as people looking to become a first time homebuyers. Please join us for the wonderful information.

Join us as we share frank conversations with industry-specific business owners on their lessons and experience on the road to entrepreneurship. This week, we will be connecting with seasoned Networking & Marketing entrepreneurs all about their insights on running a business. Are you in the business of owning a networking & marketing business? You won’t want to miss this one!
Powered by SBA.

This panel is designed for moms to share their experiences with teaching their kids how to make money, manage money and save money. This panel will be hosted by best-selling authors of #MomBoss lead by Visionary Arriel Biggs.

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