Financial Management Classes
| Workshop |
Topics Covered | When and Who |
#1. Orientation, Savings & Money Management Class (Required) |
- Orientation (first 1/2 hr, new applicants only)
- Spending and savings habits
- Importance of savings
- Household budget
|
- Every First Tuesday. Please call to register. 6:00pm to 8:00pm
- WORC Representative
|
#2. Advanced Homebuyer's Class* |
- BUYING A HOME? This class with a lender and home imspector will guide you through the home purchase process
|
- Tuesday 12/30/2014 6:00-8:00pm
- Shawn McGeth:The Partnership CDC
|
| #3. Taxes* |
- Information on free tax preparation
- Basic concepts
- Tax forms
- Tax exemptions and deductions
|
- Thursday 1/26/2015 6:00pm to 8:00pm
- Mary Arthur: The Campaign for Working Families
|
| #4.Banking products and Services |
- Banking products & What's best for you
- How to select mortgage products
|
- Thursday 2/26/2015 6:00pm to 8:00pm
- Dan Kemrey: PNC Bank
|
| #5. Investments* |
- Types of investments and risk
- Risk and investing
- Making a will
- Starting an investment portfolio
|
- Thursday 3/26/2015 6:00pm to 8:00pm
- Joseph Gill:Wells Fargo Bank
|
| #6. Insurance*
|
- Types of insurnace plans
- Insurance and risk
- Consumer tips
|
- Thursday 4/23/2015 6:00pm to 8:00pm
- Chandler Le: Le Tax and Insurance
|
| #7. Education
|
- This class will assist you with college, the enrollment process as well as financial aid assistance
|
- Thursday 5/28/2015 6:00pm to 8:00pm
- Denise Whittaker:Graduate Philadelphia
|
*Class can count towards 4 required classes
