Life Stages

This free financial empowerment series will impact your current freedom from financial worries and create opportunities to reach your future dreams. Workshops run 45 to 60 minutes each. Each Financial Wellness Workshop can be tailored to your group’s needs.

For more information and to schedule a free workshop:

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or Give us a Call (405) 767-7324

LS-1	Retirement	Securing your future. Finding your track and staying the course. Plan Today, Prosper Tomorrow.
LS-2	How to Talk to Your Kids about Money	The family budget is everyone’s responsibility. A parent’s instinct is to shield children but involving them gives them a sense of responsibility.
LS-3	Estate Planning	Estate planning is more than just planning for our golden years. Do you have a plan to protect your assets when you are no longer able to do so yourself?
LS-4	Insurance	Learn about how having the appropriate insurances can protect you, your family and your assets.
LS-5	Buying a Home of Your Own Home Loans NOTE: 2-3 Hour Workshop	When you are ready to purchase your new home, this information is priceless. Navigating through the maze of homebuying. The home buying process can be overwhelming, learn about key aspects of the home buying process including shopping for a mortgage, insurance, home inspection, how to work with a real estate agent and the closing process. Financing Options – Where’s the money? Down payment/closing cost assistance Purchase Agreement – Importance of a realtor Homeowners Insurance coverage – enough or too much? What does it cover? Inspections – Why they are important?
LS-6	Know Your Fair Housing Rights	Fair housing rights are afforded to everyone, whether renting or owning a residence