Fraud Prevention

Each year millions of consumers lose their money, their privacy and, in some cases, their safety to scammers. While fraud perpetrators are widespread, there are ways to avoid becoming their next victim. This webinar will educate and empower you to recognize and avoid all types of scams — whether online, by phone, by mail, or in person. Protect yourself and your family by protecting your information and your finances.

January 11 & 20 – Are you Financially Healthy?

In this workshop, you’ll learn what it means to be financially healthy – which is much more than your credit score! True financial health is based on four key components: Spending, Saving, Borrowing, and Planning. You’ll also get a chance to confidentially determine your own Financial Health Score and learn the steps you can take to improve that score.

 

January 12 – Budgeting Made Easy

Do you think that budgeting is difficult, scary, or just plain boring? Join us to learn the truth about creating and following a budget. Creating a spending plan with purpose can be fun and will put you on the path to greater financial wellness. Set a goal to be more thoughtful and intentional about how you spend your money in the New Year – starting with this webinar. We’ll also raffle off 10 gift cards to attendees!

 

January 26 – Smart Moves to Pay off Debt

While facing all the challenges of the past two years, you may have accumulated some debt. Or maybe you want to pay off existing debt because you want to buy a new home or car. Wherever you are on your financial journey, this interactive webinar will walk you through paying off debt. The practical and useful tactics revealed can be put to use right away and will help ease your mind about current or future debt.

 

February 8 & 17 – Saving with a Purpose

Saving money is much easier with a goal in mind. This workshop shows you how to choose the right goals and how to overcome barriers to achieving them.

 

February 9 - Purchasing a Home

Are you considering becoming a homeowner or buying a new home? Do you want to know what type of loan products are available? Buying a home is a significant milestone in any financial journey, and education is the key to determining if you’re ready to purchase a new home. Patelco is offering this free homebuyer webinar hosted by our seasoned mortgage professional Andrew Kush.

 

February 23 – Auto Protection 101

Having auto protection is essential, but choosing the right coverage can be confusing.  Join us to learn how to pick the right insurance coverage to protect you and your family.  Whether you’re picking insurance for the first time or have had other auto protection for years, this interactive webinar will provide insight and education that will give you another level of security.  Our guest experts have years of experience and will be happy to answer all your questions.

 

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