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Registration Policy:  Preregistration is required for all workshops. For virtual workshop, you will receive a reminder with the ZOOM link and call in instructions at least the day before the event.

 

 

BOTTOMLESS CLOSET WORKSHOP SURVEY

We often survey clients through an e-mail with a link to an esurvey, your feedback is always appreciated.


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 Financial Management Series

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  1. Step 1 Selection
  2. Step 2 Registration
Monday September 16
6:00 PM - 7:00 PM
Insurance can be confusing, but it is important to understand how various insurance plans work, and the coverage they provide so you can determine what type you need, what questions to ask to know what makes sense for you. During this session you will learn about the following: -Health Insurance: Importance and options. -Life Insurance: Term vs. whole life insurance, deciding how much coverage is needed. -Disability Insurance: Short-term and long-term disability insurance. -Property and Casualty Insurance: Homeowners/renters and auto insurance. -Long-term Care Insurance: Importance and when to consider it. This is a ZOOM workshop and the link will be shared as we get closer to the event. CORE
Category
Quantity
Tuesday October 22
6:00 PM - 7:00 PM
Join this event and learn from an expert! Learn about the mortgage process and options available to first time homebuyers. Understand the type of documentation required such as your Income (income information), Assets (the various Accounts that support the transaction) and your Credit (understanding the importance of credit to include scores and history). Also learn about First time homebuyer incentives. This will be a virtual event over Zoom, link to the meeting witll be provided an hour before it is set to take place. CORE
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Event registration summary
FMS: Insurance Basics 09/16/2024:
Client Registration
0
$0.00
FMS: First Time Home Buyer Overview 10/22/24:
Client Registration
0
$0.00
Donation:
$0.00
Total:
$
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Cancellation Policy: For virtual workshops, you will receive an e-mail with the link to attend the session, please make note of the starting time and plan on joining the session a few minutes early so we can begin the workshop promptly.

If you registered for a workshop and are unable to attend we ask you to cancel via e-mail prior to the workshop.  If you register for workshops and fail to cancel multiple times you may not be invited to attend the future workshops or other special events. 




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