"Making $ense of Finance"




Proof of military service required at registration.


Monday, July 14, 2014

Ft. Indiantown Gap
13:00
to 17:00 (1pm to 5pm)

Building 8-80
880 Bearty Avenue
Annville, PA  17003-5302
Click here for building parking and entrance map.

Note:  First 200 registered attendees receive a $25 gift card

Event Agenda

13:00 – 13:30  
Registration / Exhibitors / Refreshments

13:30 – 13:45  
Keynote / Welcome

13:45 – 13:50   Transition to Session One

13:50 – 14:45   
Session One

14:45 – 15:00   Transition to Session Two / Break / Refreshments / Exhibitors

15:00 – 15:55  
Session Two

15:55 – 16:05   Transition to Session Three

16:05 – 17:00   Session Three

              17:00    Networking / Raffle Prizes / Q&A

 

Workshop Session 1:

Investing 101 — Building a Nest Egg for Long Term Goals
Presented by the Pennsylvania Department of Banking and Securities

Everyone has plans and goals for the future. Buying a home, starting a family, paying for post-high school education, and retiring are important life events.  Your goals are the key reasons to continually build a financial nest egg for yourself.  Learn the basics of investing in this session, whether you want to start investing or would just like a refresher on the basic topics.  See how risk is a normal part of investing, how stock market fluctuations are normal, and how you can understand the different types of investment offerings from stocks, to mutual funds, to exchange traded funds (ETFs).  Increasing your knowledge of basic investing topics can help increase the size of your financial nest egg. 


 ___________________________________________________________________________

Budgeting — Build Wealth not Debt
Presented by the PA National Guard’s Military and Family Life Counseling Program

The decisions you make regarding your money on a daily basis are more important than the amount of money you make. Cultivating sound personal financial management skills is important. Strong budgeting skills are the core of sound personal financial management. Budgeting is the most important financial management skill we can develop. Without strong budgeting skills, building wealth becomes almost impossible. Therefore, if you want to build wealth over time, start with a budget. In this topic we will explore in detail the budgeting process
.
 
 ____________________________________________________________________________

Credit Reports and Credit Scores
Presented by Advantage Credit Counseling Service, Inc. 

Learn about your credit report and credit score and how they affect your financial life. You’ll find out what information is included on your credit report and factors that affect your credit score. You will also learn how to re-establish credit after experiencing financial difficulties.


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Protecting your Identity
Presented by the Pennsylvania Office of Attorney General




Workshop Session 2:

Budgeting — Build Wealth not Debt
Presented by the Army Community Service 

The decisions you make regarding your money on a daily basis are more important than the amount of money you make. Cultivating sound personal financial management skills is important. Strong budgeting skills are the core of sound personal financial management. Budgeting is the most important financial management skill we can develop. Without strong budgeting skills, building wealth becomes almost impossible. Therefore, if you want to build wealth over time, start with a budget. In this topic we will explore in detail the budgeting process
.

_____________________________________________________________________________

Using Life Insurance "Effectively" to Protect Your Family 
Presented by the PA National Guard’s Military and Family Life Counseling Program

Risk and everyday living go hand in hand. Most risk can be classified into one of three categories; property, personal, and liability. There are three ways to manage risk; retention, avoidance, or transfer. In this topic of instruction we will focus on the importance of recognizing risk in its many forms and understanding the risks associated with our personal lifestyle. Students will learn about the use of insurance in the form of life, health, disability, unemployment, liability, and homeowners policies.

____________________________________________________________________________

Credit Reports and Credit Scores
Presented by Advantage Credit Counseling Service, Inc. 

Learn about your credit report and credit score and how they affect your financial life. You’ll find out what information is included on your credit report and factors that affect your credit score. You will also learn how to re-establish credit after experiencing financial difficulties.

____________________________________________________________________________

Investing 101 — Building a Nest Egg for Long Term Goals
Presented by the Pennsylvania Department of Banking and Securities

Everyone has plans and goals for the future. Buying a home, starting a family, paying for post-high school education, and retiring are important life events.  Your goals are the key reasons to continually build a financial nest egg for yourself.  Learn the basics of investing in this session, whether you want to start investing or would just like a refresher on the basic topics.  See how risk is a normal part of investing, how stock market fluctuations are normal, and how you can understand the different types of investment offerings from stocks, to mutual funds, to exchange traded funds (ETFs).  Increasing your knowledge of basic investing topics can help increase the size of your financial nest egg. 


Workshop Session 3:

Estate Planning - "Preserving and Transferring" Your Assets
Presented by the PA National Guard’s Military and Family Life Counseling Program 

___________________________________________________________________

Maximizing Your Retirement Savings Through the Thrift Savings Plan (TSP) Presented by the Army Community Service

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Protecting your Identity

Presented by the Pennsylvania Office of Attorney General

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Understanding Your Military Benefits
Presented by the Pennsylvania National Guard

More Information...
Light refreshments and parking are provided.
Space is limited, so register now.
Registration is required for admission

If you have more questions call: 717.705.2687