SnoCope's Award Winning Financial Wellness Program

This program is available to SnoCope members, our employer groups and the surrounding community. 

Our seminars are held virtually (via Go ToWebinar), so you can attend through your computer or mobile device. 

• To self-register, click on the "Click here" next to each title below. 
• Or you may contact Tracey Johnson. Phone: 425-405-9983 / Email: Tracey@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 to self-register. 

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SPECIAL EVENT :

How to stay safe from account fraud, identity theft and cyber crime

One last time this year, we'll host the amazing video from retired FBI agent Jeff Lanza on protecting yourself from account fraud and cyber crime.  This will be a webinar and in-person for those that would like to come to the branch. We have limited seats available if you would like to view the presentation in-person.  If you would like to come in person, please click here to email Tracey and we'll put you on the attendee list.  You still need to register for the event you want to attend.  Refreshments will be served for those in attendance at the branch.

To register for the webinar, Thursday, October 26 at 12PM: click here to register

Savvy Social Security Planning

Wednesday, October 18, 2023

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. This seminar will answer these questions: 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?

To self-register for the 10AM Session click here.

To self-register for the 12PM Session click here.

Breezing Through the Holidays

November 7 10:30 AM PST/1:30 PM EST or November 16 5:30 PM PST/8:30 EST

It may be called “the most wonderful time of the year” but December can also be filled with unwanted debt with holiday spending. Learn budgeting strategies and tactics to avoid that year-end credit card crunch and sidestep debt traps in the future.

To self-register: click here.

Financial Wellness: Wealth Transfer Planning

Wednesday, November 15, 2023

To self-register for the 10AM Session click here.

To self-register for the 12PM Session click here. 

Identity Theft Solutions

December 5 10:30 AM  or December 14 5:30 PM 

Identity theft is becoming more common and sophisticated than ever. Session participants will learn the methods that identity thieves use to access confidential information, tools for preventing ID theft, and steps to take should identity theft occur.

To self-register: click here.

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Balance offers free webinars to our SnoCope members, employer groups and the surrounding community.  If you are interested in learning just follow the link to self register. If you miss the date, you will be able to watch the recorded webinar at a later date. To view recorded webinars click here. 

Planning for Money Milestones: December 13 at 10:30AM or December 22 at 5:30PM

There are many important financial milestones for consumers in their 20s and 30s. To help prepare today’s“Millennials” for a positive financial future—without sacrificing fun—we take a realistic approach tomanaging finances. We’ll cover SMART goals, getting financially organized, building a budget, controllingexpenses, wiping out debt, and much more!.

To self-register: click here.