Free Financial Workshops and Seminars
From budgeting to debt management to buying a home, our free community workshops are designed to improve the financial lives of our members. These events are all free and open to the public. Materials, coffee, and snacks are provided. See what's coming up below!
To register: Click on the workshop in which you are interested and enter your name and contact information. You will receive a reminder email prior to the event.
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| Workshops / Seminars |
Date |
Location |
| Estate Planning 101: Wills, Trusts, and More |
Saturday, August 25 at 10:00am |
6165 Emerald Parkway
Dublin, OH |
Learn about the documents everyone should have in place to ensure their wishes
are clear, and estate secure.
Presented by Geoff Kunkler, Partner at Carlile, Patchen, and Murphy
Duration: 1.5 hours |
| Tips and Tools for Money Management |
Tuesday, August 28 at 7:00pm |
126 S. State Street
Westerville, OH |
Understand the foundation of building a realistic budget, and learn simple changes you
can make to achieve your goals.
Duration: 1.5 hours |
| Asset Protection Planning |
Saturday, September 15 at 10:00am |
6165 Emerald Parkway
Dublin, OH |
How probate taxes and long-term care costs can affect your estate, and steps you
can take to protect it.
Presented by Geoff Kunkler, Partner at Carlile, Patchen, and Murphy
Duration: 1.5 hours |
| Medicare and Muffins |
Saturday, September 29 at 10:00am |
6165 Emerald Parkway
Dublin, OH |
Learn what you need to know about Medicare and take the guess work out of the process.
Duration: 1.5 hours |
| Understand and Improve Your Credit Score |
Saturday, October 6 at 10:00am |
6165 Emerald Parkway
Dublin, OH |
Better understand why your credit
score matters, how it works, and steps you can take to improve it.
Duration: 1.5 hours |
| Job Search Strategies for the Mature Job Seeker |
Monday, October 15 at 9:30am |
6165 Emerald Parkway
Dublin, OH |
Learn the strategies that will make you a great job seeker and ideal candidate.
Presented By Employment for Seniors
Duration: 3 hours |
| LinkedIn Basics for the Mature Job Seeker |
Monday, October 22 at 9:30am |
6165 Emerald Parkway
Dublin, OH |
How to get started on LinkedIn: Setting up your profile and using LinkedIn in your job search.
Presented by Employment for Seniors
Duration: 2 hours |
| Social Security 101 |
Saturday, November 10 at 10:00am |
6165 Emerald Parkway
Dublin, OH |
Understanding Social Security and how to get the most from your benefit.
Duration: 1.5 hours |
| Manage and Eliminate Debt |
Saturday, November 17 at 10:00am |
6165 Emerald Parkway
Dublin, OH |
Your debt is unique to you and your circumstance. Understand what brought you into debt so you can know your options for managing and minimizing.
Duration: 1.5 hours |
| Identity Theft |
Saturday, December 8 at 10:00am |
6165 Emerald Parkway
Dublin, OH |
Identity theft can disrupt your life and destroy your reputation. Learn how to better
protect your information and what to do if your identity is stolen.
Duration: 1.5 hours |