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Home > Financial Wellness > Program Schedule

FREE Financial Wellness Seminar Schedule 7.24.20

Our Financial Wellness Program is available to SnoCope members and the surrounding community. Here’s how you can to take advantage of these FREE Financial Literacy events.

• Please RSVP with Beth Jarvis. Phone: 425-405-9983 / Email: Beth@SnoCope.org.

• Be sure to provide the name of the seminar you wish to attend, the date, your name, your email & your phone.

• We ask for an RSVP so we can send you an email invite.  As of 3.17.20 our meetings will be held virtually so you can attend through your computer or mobile device. 

Savvy Tax Planning - Thurs Feb 13, 2020 - 12:00-1:00 PM
3000 Rockefeller Ave, Everett WA; Robert Drewel Building, Lower Lobby, Public Meeting Room East Side 

Do you know how tax planning changes through the four stages of retirement? 
• Retirees often don’t understand how taxes work in retirement. But they’re keenly concerned about the size of their tax bill each year. Learn what’s involved in creating a retirement tax strategy.
• In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for your living expenses. You want to apply the tax code in an organized and efficient way.
• Learn about: the critical tax question you must answer BEFORE retirement, the surprises that often make retirement more expensive, what the Social Security “tax trap” is… and much more. 

Money Management - Thurs Mar 19, 2020 - 12:00-1:00 PM Please contact Beth@SnoCope.org to receive your virtual invite. 

Everyone can benefit from learning how to prepare a budget. This seminar covers how to balance your accounts, how to cut back on expenses and ideas for increasing your income. You will learn how to save more and how to set financial goals.
•    How to prepare a budget
•    How to balance your accounts
•    How to cut back on expenses
•    Ideas for increasing your income
•    How to save more
•    How to set financial goals

First Time & Move Up Homebuyer (Tips for Buying Your Dream Home) – Thurs April 9, 2020 - 12:00-1:00 PM Please contact Beth@SnoCope.org to receive your virtual invite. 

Whether you are a first-time homebuyer or a move-up buyer everyone will find this comprehensive presentation of great value. Learn about the marketplace. Learn what lenders look for in their homebuyers; get tools to facilitate your home buying search; understand why getting pre-approved before you start your search makes the process smoother; learn five factors of your credit score and why your credit score matters; uncover the “dos and don’ts” and common mistakes that can impact your approval status and much, more.

Preparing for Retirement - Thurs May 14, 2020 - 12:00-1:00 PM Please contact Beth@SnoCope.org to receive your virtual invite. 

If you are trying to figure out how to retire and wondering how much money you will need for retirement, or when the right time to retire really is --- this seminar is for you. Often, retirement questions include our loved ones with whom we share our retirement income and our concerns about the greatest risks to our retirement. Learn how to invest for retirement and gain more control of your future plans.
•    How do I want to retire?
•    How much money will I need to retire?
•    When is the right time to retire?
•    Who do I share my retirement income with?
•    What are the greatest risks to my retirement?
•    How do I invest for retirement?

Financial Wellness 101 - Thurs June 11, 2020 -  12:00-1:00 PM Please contact Beth@SnoCope.org to receive your virtual invite. 
3000 Rockefeller Ave, Everett WA; Robert Drewel Building, Lower Lobby, Public Meeting Room East Side 

This seminar provides a comprehensive approach to setting financial goals and achieving financial wellness. Learn about offensive and defensive investing – planning for now and the future and planning for the unexpected, understand cash management, and consider how debt and risk and time impact financial goals. Distinguish between intermediate and long-term financial goals, learn about asset accumulation and develop a retirement income strategy. 
•    Cash for emergencies    
•    Protection for family   
•    Home purchase/remodel  
•    College education   
•    Wedding   
•    Vacation home   
•    Comfortable retirement

Credit/Debt Management - Wed July 15, 2020 - 12:00-1:00 PM Please contact Beth@SnoCope.org to receive your virtual invite. 
3000 Rockefeller Ave, Everett WA; Robert Drewel Building, Lower Lobby, Public Meeting Room West Side 

Attendees will learn about credit and credit reports. Credit impacts various areas of your life like: buying a home, getting a job, renting, financing, qualifying for insurance or getting a credit card etc. so you need to understand the value of good credit and the impact of bad credit. Learn how to obtain your credit report and what you should check or verify on it. Get pointers on rebuilding or improving credit, more fully understand payment variations and the cost of paying with credit over time.
•    What is credit?    
•    What is a credit report?    
•    What is the difference between good and bad credit?
•    How do you avoid bad credit?      
•    How do you rebuild your credit?

Savvy Medicare Planning (30 Minutes on Medicare Basics) - Wed Aug 26, 2020 - 10:00 AM-11:00 AM and 12:00 PM-1:00 PM (There are 2 sessions.) Please contact Beth@SnoCope.org to receive your virtual invite. 

What everyone needs to know in order to prepare to be on Medicare. Learn how to Manage Health Care Expenses in Retirement. This overview provides 30 Minutes on Medicare Basics and puts into perspective how to successfully Transition to Medicare.
• Managing Health Care Expenses in Retirement
• 30 Minutes on Medicare Basics
• Transitioning to Medicare

Savvy Social Security Planning - Thurs Aug 27, 2020- 12:00 PM - 1:00 PM Please contact Beth@SnoCope.org to receive your virtual invite. 

What everyone needs to know to make the most of their social security retirement income. Whether you are a Baby Boomer or Generation X or Y, or a Millennial... you will find this presentation valuable and informative. 
• Will Social Security be there for me?
• How much money can I expect to receive?
• When should I apply for Social Security?
• How can I maximize my benefits?
• Will Social Security be enough to live on in retirement?
 

 


FREE Financial Wellness Seminar Schedule 7.24.20

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