RCA is continuing its series of finance workshops (see the schedule below) to help you manage your money and build wealth you can depend on. Supported by a grant from State Farm, these free sessions run on Tuesday evenings from 7:00-8:30pm at Atonement Church, 9242 Kiefer Blvd. Registration is required so we have space and materials for you; just click on the link below to sign up or email your name and session date to info@rosemontca.org. High school students are welcome with their parents.
June 28: Estate planning
Covers the need to make good workable plans if you want to have a say in how your assets transfer upon your death; if you don’t make plans state law will control who gets what; why it is important to make these plans early, even for your children
July 26: Insurance & financial risk management
Covers how to determine how to protect yourself and family from risks; what kinds of insurance to consider, and how to adapt to your changing needs
August 30: Retirement planning & social security
It’s never too early to plan for your later years. Learn options you have and the pros and cons of each so you can survive when you no longer (or can’t) work; learn what options you have with Social Security to get all the benefits you’ve earned.
Sept. 27: Identity theft & miscellaneous financial topics
Identity theft can happen to any of us and it creates headaches and costly problems. Learn what you can do to minimize your, and your family’s, risk of having your ID stolen and your accounts drained. We’ll also cover other topics not already addressed in this series.
October 25: Wealth planning, hiring professionals, and recap
This session will “put it all together” as we cover how to determine your goals and options to achieve them, then how to act on them.
November 29 Debt, Credit & Budgeting
This subject began this series and we are bringing it back sine it is so important if you are to do effective financial planning. Learn how to get out and stay out of bad debt, how to effectively use credit without getting into trouble, and how to make a budget you that will make you happy.