Money Essentials Series: A Primer for First time Homebuyers
Purchasing a home is one of the most important decisions you will make. Understanding the aspects of buying a home empowers consumers to select the right property type, price level, and location. Knowing the economic drivers of the real estate market allows homebuyers to comprehend the reason for the fluctuations in property values. This seminar provides a learning opportunity for homebuyers to gain knowledge in an unbiased, non-sales environment. Topics covered will include a historical presentation of the housing market, definitions of common property types, and an explanation of the homebuying process. The roles of professionals involved in the real estate purchase transaction will also be covered. This seminar allows future and current homebuyers to increase their knowledge in real estate transactions and become more informed consumers.
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Money Essentials Series: Taxes
Preparing for and doing your own taxes can be complicated, but understanding the basics can help you save money, reduce stress, and build confidence in making financial decisions. In this educational workshop, a Certified Public Accountant (CPA) will present about effective tax planning and strategies as well as federal and state tax information in an easy-to-understand format. Find out how to correctly report income from your regular job and any side jobs (e.g. Uber, AirBnb, eBay, and Etsy) and avoid common tax-filing mistakes. You will also learn about tax laws that may benefit you and potentially reduce the amount of taxes you owe.
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Money Essentials Series: Financial Planning I
Financial planning can be the key to a secure financial future. It is a strategy that helps you meet your financial needs and goals based on essential principles of smart personal financial management. This hands-on and interactive workshop is designed to provide the fundamentals of money management as well as ideas to save and plan for the future. Topics will include the basics of how to create a budget, establish an emergency savings fund, manage debt, and create a savings habit and "safety net." Learn how to create personal money management and financial action plans using provided worksheets, and understand how setting priorities can help you make better choices with your money.
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Money Essentials Series: Financial Planning II
Financial planning can be the key to a secure financial future. It is a strategy that helps you meet your financial needs and goals based on essential principles of smart personal financial management. Financial Planning II will build upon the fundamentals of money management and focus on long-term financial goals and asset management. This workshop will also give you the opportunity to outline a financial planning roadmap and examine your current assets and liabilities. You will learn about the essential principles of how retirement savings plans; different types of investments; the time value of money; health and long-term care plans; and government plans can all be used to help close the gaps in meeting your long-term goals.
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Money Essentials Series: Estate Planning
Many people walk around every day without an estate plan in place, either thinking they don't have an "estate" [newsflash, you do] or not wanting to consider the possibilities until the unforeseen happens. Most don't know that if you do not have proper estate planning documents in place at your death or disability, the state or the court will decide matters for you. Part of all successful money management and planning is having a secure estate plan that covers your property and anticipates the well-being of your children and heirs. This seminar will answer all your questions and put you on the path to creating an estate plan that you can control. Topics include the basics of wills and trusts, creating Advance Directives for health care and financial matters, establishing guardianships for minor or special needs children, and how property is transferred at death.
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