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Home > Financial Wellness > Adult Program Schedule

Desjardins 2020

FREE Financial Wellness Seminar Schedule 1.24.22 

SnoCope's Award Winning Financial Wellness Program is available to SnoCope members, our employer groups and the surrounding community. 

In our hightened Covid times, our seminars are held virtually (via Go ToWebinar), so you can attend through your computer or mobile device. 

Here’s how you can to take advantage of these FREE Financial Literacy events.

  • 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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Social Security Planning - Wed Jan 26, 2022 - 10:00-11:00 and 12:00-1:00 PM 

  • 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. 

 

Understanding Life Insurance - Wed, Feb 16, 2022

  • How much life insurance do I need?
  • What type of life insurance should I buy?
  • Life insurance options/benefits

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

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

 

Financial Literacy 101, Thurs, March 24, 2022

  • Understand the three steps to financial freedom
  • How to prepare a budget
  • How to cut back on expenses
  • How to save more and plan for retirement
  • How to set financial goals

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

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

 

Savvy Caregiving, Thurs, April 21, 2022

  • Four Keys to Making a Difference in a Family Caregiving Challenge

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

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

 

Managing Healthcare Expenses in Retirement, Thurs, May 26, 2022

  • Long-term care services
  • Advanced directives
  • Paying for healthcare in retirement
  • Health insurance plans

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

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

 

Cutting College Costs, Thurs, June 23, 2022

  • The realities of college pricing and what you really pay
  • What is Expected Family Contribution (EFC) and how to find yours
  • Find graduation rates and why they are so critical
  • How parent and child savings affect your financial aid chances

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

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

 

Retirement Riskonomics, Wed, July 13, 2022

  • Your retirement income needs
  • Strategies for generating income to meet those needs
  • Making sure you do not outlive your retirement assets
  • Biggest risks retirees face today
  • Most common retirement pitfalls
  • Taking retirement distributions

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

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

 

Saving for College, Wed, Aug 24, 2022

  • How much will college cost me?
  • How much should I save for college?
  • Educational funding options
  • College needs analysis
  •  

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

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

 

Healthcare in Retirement, Thurs, Sept 22, 2022

  • Long-term care services
  • Advanced directives
  • Paying for healthcare in retirement
  • Health insurance plans

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

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

 

Savvy Medicare Planning, Thurs, Oct 20, 2022

  • Managing Health Care Expenses in Retirement
  • 30 Minutes on Medicare Basics
  • Transitioning to Medicare

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

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

 

Financial Literacy 101, Thurs, Nov 17, 2022

  • Understand the three steps to financial freedom
  • How to prepare a budget
  • How to cut back on expenses
  • How to save more and plan for retirement
  • How to set financial goals

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

To self-register for the 12PM Session 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. 

 

The 2022 topics available are:

 

Are You Financially Healthy: January 10 at 10AM or January 20 at 5:30PM

In this workshop you will understand what it means to be financially healthy – which is so much more than the one score everyone asks you about today – your credit score. True financial health is based on four key components: Spend, Save, Borrow, and Plan. You’ll also get a chance to confidentially determine your own Financial Health Score and the steps you can take to improve that score.

To self-register: click here.

 

Saving with a Purpose: February 11 at 10:30AM or February 17 at 5:30PM

Saving money is much easier with a goal in mind.  This workshop shows you how to shoose the right goals for you, and overcome barriers to achieving them.

To self-register: click here.

 

Solving the Mystery of Credit Reports: March 8 at 10:30AM or March 17 at 5:30PM

Credit report scores hold a lot of power—they can help buy that first home but can also take away financial opportunities. This session provides an overview of credit bureaus, credit scoring, guidance to dispute inaccuracies, improving credit scores, and dealing with identity theft and fraud.

To self-register: click here.

 

On the Road to Riches: April 12 at 10:30AM or April 21 at 5:30PM

Investing is one of the smartest things consumers can do to secure a brighter financial future. Every investor has different goals, risk tolerance, and cash flow, which will impact savings and investment choices. Participants will learn about savings strategies and tactics, investment tools, and how to develop an investment portfolio that works with their lifestyle and budget.

To self-register: click here.

 

Retirement Planning Basics: May 10 at 10:30AM or May 19 at 5:30PM

Retirement is something most people look forward to, but may not have planned well in advance. Participants will learn how to harness the power of time, optimize investments to reach their long-term goals, and understand how the economy and taxes can impact their retirement dollars.

To self-register: click here.

 

Repaying Student Loans: June 14 at 10:30AM or June 23 at 5:30PM

Student loans can put a heavy burden on monthly finances, sometimes rivaling the cost of a mortgage. These days there are many options to help repay these loans. This session will teach attendees about the choices available.

To self-register: click here.

 

Investing in Real Estate: July 12 at 10:30AM or July 21 at 5:30PM

Investing in real estate can be a great way to boost income—if done wisely. To help investors turn a profit, we’ll cover the pros and cons of different properties, resources for finding investment opportunities, and financing options.

To self-register: click here.

 

Raising a Money Smart Kid: August 9 at 10:30AM or August 18 at 5:30PM

Earning money, spending and saving are important lessons children learn very early on in life. This session will help guide parents on effective ways to educate children about financial responsibility that can last a lifetime.

To self-register: click here.

 

Personal Finance for College Students: September 13 at 10:30AM or September 22 at 5:30PM

College education is a prime time for young adults to learn about finances and plan for their future. Attendees will learn about credit (how to use it wisely), tools to develop a positive credit history and score, create and manage their own budget, ways to track spending, and options for student loan repayment.

To self-register: click here.

 

Breezing Through the Holidays: October 11 at 10:30AM or October 20 at 5:30PM

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.

 

Using Credit Cards Wisely: November 8 at 10:30AM or November 17 at 5:30PM

A credit card can be a valuable financial tool. However, before racking up big charges on multiple cards,participants should learn smart ways to handle their credit cards and take a disciplined approach.

To self-register: 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.

FREE Financial Wellness Seminar Schedule 1.26.22

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