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Finances Track Presentations

Charting Your Course: A Financial Guide for Women

Especially for women, this workshop explores basic retirement savings skills, including creating a solid retirement savings plan, evaluating financial health and set goals, and making your money work harder.

Fidelity: Build a Portfolio for Any Weather

This workshop is ideal for those who want to understand more about early financing for a future lifestyle.  We will explore the principles of investing, importance if creating an investment mix, and the relationship between risk and return.

Fidelity: Building Your Retirement Roadmap

Are you within 5-10 years from retiring or already in retirement? In this workshop, we will discuss maintaining a portfolio in retirement and how to manage it for some of the key risks people face in their retirement years. 

Oregon Savings Growth Plan: How Much Should I Save for Retirement?

This workshop reviews sources of possible income at retirement and calculates a monthly savings goal so that you have the money you need at retirement for the lifestyle you want. Please bring a calculator or phone (with a calculator App) to the session.

The Credit 411

This session takes some of the mystery out of credit and puts you in the driver's seat. In this presentation you will learn what creditors look for, ways to improve your credit rating, and actions you can take to protect yourself.