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Workshops & Events

Free money management and financial guidance education

Workshops & Events

Budgeting, Credit Score, and Debt Consolidation: October 3

By David Casey, Family Trust
Participants will learn about credit scores, debt consolidation and basic budgeting.

Retirement Savings 101: November 7

By Matt Griffin, Family Trust Investment Services
Financial consultant with Family Trust Investment Services. He’ll help you anticipate your retirement budget needs and the benefits of a 401k. Griffin, who joined FTIS in 2009, is a registered through LPL Financial.

Retirement Readiness: December 5

By Matt Griffin, Family Trust Investment Services
He’ll provide an overall understanding of how to budget now so that you have enough money to retire.

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Workplace Learning

We have a library of free presentations that we provide for employers at the worksite. In addition to credit scores and budgeting, we also can discuss debt consolidation, identity theft, basic investing, and growth trends for your company’s 401(k) options.

“The Real World Challenge classroom presentation helps students learn about financial responsibility, and it is a captivating and eye-opening experience. I am grateful for the presentation and for Family Trust.”

Carlo
South Pointe High School

“I love the “Know Your Dough” workshops. Like the people at Family Trust, the presenters are real people with practical strategies.”

Teresa
Member since 2007

“Family Trust classroom presentations incorporate reasoning, cause and effect, and math skills. My students love the lessons and are always engaged. They cheer when I tell them Ms. Collins will be coming back!”

Sherilynn
The Children’s School