Financial Wellness

Money Matters—Becoming Resourceful

Money Matters—Becoming Resourceful

Wednesday, June 6, 2018 | 10:30-12:00pm

Money Matters 1—Becoming Resourceful with the Help of Benefits & Peace of Mind Savings—is designed for those struggling to make ends meet on a fixed income. Buck Klintworth, portfolio manager with Chase Investment Counsel Corporation, facilitates this series.

Find out what your money style personality is. Get tips for budgeting, goal setting and avoiding money drains. Receive guidance on benefiting from benefits both local and federal. 

Training objectives include:

  • Top 10 Things All Seniors Should Consider
  • Become a Savvy Saving Senior: Money Management Tips & Tricks
  • Top Budget Busters to Avoid Money Drains
  • Becoming Resource-FULL: Benefitting from Benefits

This is a free, educational event—NO financial products will be sold.

The class will be offered again on Tuesday, June 12, from 5:00—6:30 pm.

 

ABOUT THE SERIES - The goal of the Financial Wellness Series is to help seniors increase their financial understanding, helping them become better stewards of their own resources. Lectures on managing money and investing will be offered free of charge during the summer and early fall. Four-week workshops supporting seniors in planning for retirement will be offered in the late summer and early fall for a $20 fee.

Open to all.

Location: Senior Center

Fee: free

Investing 101

Investing 101

Tuesday, June 19, 2018 | 5:00-7:00pm

Investing 101 will be facilitated by Jorgen Vik, Certified Financial Planner and partner with SKV group.  

So you have some money tucked away and it's not making any interest and you're not familiar with investment options.  What types of investments should you consider?  How does your personal situation impact how to invest?  How can you avoid common investment mistakes?  How do taxes, inflation, and investment expenses impact your investments?  Learn all this and more!  

Participants will learn to understand how compounding interest affects investment growth. Tools and formulas will be introduced. The benefits and risks of investing will be examined. 

Discover:

  • What does financial freedom mean to you?
  • What is equity?
  • What is a stock?
  • What is dollar cost average?
  • What are the drawbacks and benefits of a diversified portfolio?    

This is a free, educational event—NO financial products will be sold.  

Repeated Tuesday, June 26, 5:30 pm—7:30 pm

ABOUT THE SERIES - The goal of the Financial Wellness Series is to help seniors increase their financial understanding, helping them become better stewards of their own resources. Lectures on managing money and investing will be offered free of charge during the summer and early fall. Four-week workshops supporting seniors in planning for retirement will be offered in the late summer and early fall for a $20 fee.

Open to all.

Location: Senior Center

Fee: free

Money Matters—Steps to Avoiding Scams

Money Matters—Steps to Avoiding Scams

Tuesday, August 14, 2018 | 5:00-6:30pm

Money Matters 2—Steps to Avoiding Scams—provides participants with a basic understanding of the types of scams targeting seniors and how to protect themselves from becoming a victim. This training is designed for those struggling to make ends meet on a fixed income. Buck Klintworth, portfolio manager with Chase Investment Counsel Corporation, facilitates this series.

Have you ever been taken advantage of or know someone who has been scammed? Did you or the person you know report the scam or fraud incident to authorities?

If you haven’t experienced a scam or swindle, unfortunately, there’s a very good chance you will face one at some point in your life. It might be as simple as a phone or email scam, but if you don’t know what to look for, the scam can spiral out of control.

Objectives of the training are:

  • How Much Do You Know About Scams & Swindles?
  • Why You’re at Risk for Financial Scams
  • The Usual Suspects & Types of Scams
  • Protecting Yourself & Loved Ones from Scams & Swindles
  • Resources to Report Scams & Financial Abuse

This is a free, educational event—NO financial products will be sold.

The class will be offered again on Tuesday, August 14th 5pm—6:30pm.

 

ABOUT THE SERIES - The goal of the Financial Wellness Series is to help seniors increase their financial understanding, helping them become better stewards of their own resources. Lectures on managing money and investing will be offered free of charge during the summer and early fall. Four-week workshops supporting seniors in planning for retirement will be offered in the late summer and early fall for a $20 fee.

Location: Senior Center

Fee: free