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FREE Financial Wellness Seminar Schedule 1.15.19 

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 as a light meal will be provided for all attendees.

 

FINANCIAL WELLNESS 101 - Wed March 13, 2019 12:00-1:00 PM

3000 Rockefeller Ave, Everett WA; Robert Drewel Building, Lower Lobby, Public Meeting Room 1 (West-side room 1F03)

o Cash for emergencies

o Protection for family

o Home purchase/remodel

o College education

o Wedding

o Vacation home

o Comfortable retirement

 

HOMEBUYER SEMINAR FOR FIRST TIME AND MOVE-UP BUYERS - Wed April 10, 2019 12:00-1:00 PM

3000 Rockefeller Ave, Everett WA; Robert Drewel Building, Lower Lobby, Public Meeting Room 1 (West-side room 1F03)

Whether you are a first-time homebuyer or a move-up buyer everyone will find this comprehensive presentation of great value. 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; take away a mortgage application timeline and much more.

 

A BETTER WAY – DISCIPLINED APPROACH - Wed May 15, 2019 12:00-1:00 PM

3000 Rockefeller Ave, Everett WA; Robert Drewel Building, Lower Lobby, Public Meeting Room 1 (West-side room 1F03)

o Difference between investment performance and investor performance

o Chasing performance and market timing: Why investors have fared so poorly

o Using a disciplined approach:

- Investing for the long-run

- Asset Allocation

- Professional guidance

 

RISKONOMICS 101 - Wed June 12, 2019 12:00-1:00 PM

3000 Rockefeller Ave, Everett WA; Robert Drewel Building, Lower Lobby, Public Meeting Room 1 (West-side room 1F03)

o Not outliving retirement assets?

o Biggest risks that retirees face today

o Common retirement pitfalls

 

CREDIT / DEBT MANAGEMENT - Wed July 17, 2019 12:00-1:00 PM

3000 Rockefeller Ave, Everett WA; Robert Drewel Building, Lower Lobby, Public Meeting Room 1 (West-side room 1F03)

o What is credit?

o What is a credit report?

o What is the difference between good and bad credit?

o How to avoid bad credit

o How to rebuild your credit

 

PREPARING FOR RETIREMENT - Wed Sept 11, 2019 12:00-1:00 PM

3000 Rockefeller Ave, Everett WA; Robert Drewel Building, Lower Lobby, Public Meeting Room 1 (West-side room 1F03)

o How do I want to retire?

o How much money will I need to retire?

o When is the right time to retire?

o Who do I share my retirement income with?

o What are the greatest risks to my retirement plans?

o How do I invest for retirement?


FREE Financial Wellness Seminar Schedule 1.15.19

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