Financial Education Seminar and Workshop Schedule

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September 2017

Second Saturday

September 9 @ 9:00 am - 1:00 pm
The Mediation Center, Inc., 95 Allens Creek Rd, Bldg 2, Suite 123
Rochester, NY 14618

Divorce advice workshop for women

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What Every Woman Should Know About Her Partner’s Money

September 14 @ 6:00 pm - 7:30 pm
Fertile Grounds Cafe, 2244 East Ave.
Rochester, NY 14610 United States

Protecting your family and your finances means knowing the total picture.  What hits the checkbook is only part of the story.  Spend the evening learning what information is important to know to make sure you can handle whatever happens.

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October 2017

Medicare Planning

October 4 @ 2:30 pm - 3:30 pm
Novern Group, 350 Linden Oaks, Suite 140
Rochester, NY 14625

Medicare…something everyone will eventually use and almost no one really understands. Come spend an hour with a Medicare specialist to learn more about the ins and outs of Medicare and Medicare planning. This workshop will help you, or someone you know and care about, break it down in a simple and easy to understand way so that you will be able to make better more informed decisions.  We’ll start by introducing you to the four parts of Medicare (A, B,…

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Understanding the Basics of Money Management & Investing

October 11 @ 6:00 pm - 7:30 pm
Fertile Grounds Cafe, 2244 East Ave.
Rochester, NY 14610 United States

From cash flow to debt management, credit reports to planning for the future, knowing the basics can help you get started on the right foot (or get you back on solid footing).  Join us for a conversation on how to make the most of what you have.

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November 2017

Mom Needs Help, Now What?

November 7 @ 6:00 pm - 7:30 pm

Whether it is a sudden unexpected event or a slow process, helping our parents age gracefully can be a complicated situation.  Join us for an evening learning what signs to watch for and tips on how the navigate the ever expanding variety of services designed to help.

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December 2017

Know What You Own: Understanding Investments

December 13 @ 6:00 pm - 7:30 pm

What’s really in that retirement plan you have?  How much is that insurance policy actually costing you?  Is the bank truly the safest place for that cash?  Come have a coffee and learn what questions to ask the professionals who are helping you with your money (or what questions to ask if you need a professional to help you).

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