This workshop helps participants identify the building blocks necessary for planning, accumulating, protecting, enjoying and transferring wealth which will allow them to establish a sound and secure financial life.  After the workshop you will be able to define the stages of wealth building, and list ways to achieve financial goals.

This workshop helps participants determine if they are ready to buy a home, and takes them through the steps necessary to make their dream of home ownership a reality.

Purpose: Provides an overview of banking services and is designed to help participants build a positive relationship with a financial institution. Objectives: Identify types of insured financial institutions Describe the steps involved in opening and maintaining a bank account. Describe two types of deposit accounts open and maintain a banking account  

Identifying the relationship between beliefs, decisions and actions; and How to Identify and Accomplish Your Goals. Identify personal values (beliefs) and if those values change when making financial decisions; is there a difference.

Show participants how to manage their money by preparing a personal spending plan and identifying ways to decrease spending and increase income.

Everything you need to know about applying for Credit & Loans. Describes how credit works and helps participants determine if they’re ready to apply for credit.

How to Open and Maintain a Bank Account. Provides an overview of banking services and is designed to help participants build a positive relationship with a financial institution.