Purpose:  This workshop provides important information on the topics of identity theft, elder financial abuse, types of insurance to help manage risk, as well as financial preparedness. Objectives: Recognize how federal deposit insurance protects deposits Recognize how to guard against identity theft Recognize how to guard against elder financial abuse Recognize how the various types of insurance will help you Continue Reading

Purpose: Helps participants identify the building blocks necessary for planning, accumulating, protecting, enjoying and transferring wealth which will allow them to establish a sound and secure financial life. Objectives: Define stages of wealth building List ways to achieve financial goals understand pyramid of investments Explain types of retirement vehicles Recognize Key investment terms Recognize common financial challenges