Seminar RSVP online

January 2020 –

January seminar

Build a Basic Budget

From developing a spending plan that works to setting goals and weighing insurance needs, this presentation covers the core concepts necessary to develop and maintain personal financial control.


TFS seminar

Social Security and Your Retirement

Hosted by Travis Financial Services

Know the rules of the road to help make the most of your benefits. From this session, you will learn: The important rules of the road for receiving Social Security benefits. How to evaluate the possible routes you can take to make the most of Social Security benefits. Ways to develop a retirement income plan that considers your Social Security situation.


February 2020 –

February seminar

Get It Together: Organize Your Financial Records

Learn why some record-keeping systems fail, how to develop an efficient bill-paying system, what records to keep and for how long, how to take a home inventory, what to have handy in case of a natural disaster, and where to go for help.


Merced Combo seminars

Merced – Feb. 22, 2020 Seminars

10 a.m. – Build a Basic Budget

12:30 p.m. – Get It Together: Organize Your Financial Records

Merced: Feb. 22

March 2020 –

March seminar

All About Credit

Learn the benefits—and costs—of credit cards, the different types of credit, the difference between your credit report and credit score, how to figure your credit limit, how to build a good credit history.


Additional Seminars Coming in 2020

  • ID Theft and Fraud (April)
  • Mad City Money (Summer)
  • Debt Management (September)
  • Cash for College Workshops (October)
  • Breezing Through the Holidays (November)

Check back soon for details how to register to attend our free financial education seminars in a city near you!

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