February-September · PDF file Are you thinking of buying a new home? Our Mortgage Experts...

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Transcript of February-September · PDF file Are you thinking of buying a new home? Our Mortgage Experts...

  • MSGCU Workshops February-September 2015

    Updated February 2, 2015

    Social Security: Seven Keys to

    Enhancing Your Benefits

    Wed., March 11 6 p.m.

    Troy Office Community Room

    Social Security continues to play a critical role in retirement strategy. Is yours taking full advantage of what Social Security offers? A financial advisor will share seven keys to enhancing social security

    benefits, including understanding the basics of social security, working in retirement and taking

    the next steps.

    Registration is required. Please call 586.263.8800 or 1.866.MSGCU4U or e-mail workshops@msgcu.org

    Homebuyers

    Wed., Feb. 11 6 p.m.

    Troy Office Community Room

    Are you thinking of buying a new home? Our Mortgage Experts will walk attendees through the entire process, step-by-step. Learn the secrets of

    successful home buying, including budgeting, prequalication, inspection, closing, and other

    valuable home purchasing tips. This free interactive session is great for both first-time

    buyers and those looking tostep into the market again. Bring your questions!

    Taxes, the Affordable Health

    Care Act and You

    Wed., Feb. 25 6 p.m.

    Main Office Community Room

    The ACA has created a new intersection between Health Care & Taxes. Do you know how these

    new implications will affect your tax return this year? Are you eligible for an Advance Premium Tax Credit? Do you qualify for an exemption or

    will you pay a penalty? MSGCU can help you find the answers. Join us for an interactive workshop where industry experts will help you find out if

    your taxes or your refund are impacted.

    All Things Tax Q&A

    Wed., March 18 6 p.m.

    Troy Office Community Room

    It’s tax season again! Whether you’re an experienced do-it-yourselfer or doing your

    taxes for the first time, each year generates new challenges. Join us for an interactive question and answer session to help you successfully navigate

    your way through tax season.

  • MSGCU Workshops February-September 2015

    Updated February 2, 2015

    Wills and Trusts

    Wed., April 8 6 p.m.

    Troy Office Community Room

    This workshop discusses the benefits of using wills and trusts. Join us to find out about wills, types of trusts, estate taxation, probate system, digital

    legacy, durable power of attorney, forms of titling property, types of life insurance, and threats to

    family wealth.

    Youth Checking and Lending

    Wed., May 20 6 p.m.

    Troy Office Community Room

    Does your teen know how to handle his or her finances in the real world? We invite you both to join us for an educational workshop on the

    proper usage of checking and lending products. (This workshop is geared toward teens aged 16 to 17.) After this session, qualified teens will be

    able to open a checking account and apply for a low-interest, low-limit credit card with parental

    consent.

    Registration is required. Please call 586.263.8800 or 1.866.MSGCU4U or e-mail workshops@msgcu.org

    Homebuyers

    Wed., May 6 6 p.m.

    Main Office Community Room

    Are you thinking of buying a new home? Our Mortgage Experts will walk attendees through the entire process, step-by-step. Learn the secrets of

    successful home buying, including budgeting, prequalication, inspection, closing, and other

    valuable home purchasing tips. This free interactive session is great for both first-time

    buyers and those looking tostep into the market again. Bring your questions!

    Youth Checking and Lending

    Wed., March 25 6 p.m.

    Main Office Community Room

    Does your teen know how to handle his or her finances in the real world? We invite you both to join us for an educational workshop on the

    proper usage of checking and lending products. (This workshop is geared toward teens aged 16 to 17.) After this session, qualified teens will be

    able to open a checking account and apply for a low-interest, low-limit credit card with parental

    consent.

  • MSGCU Workshops February-September 2015

    Updated February 2, 2015

    Youth Checking and Lending

    Wed., July 22 6 p.m.

    Main Office Community Room

    Does your teen know how to handle his or her finances in the real world? We invite you both to join us for an educational workshop on the

    proper usage of checking and lending products. (This workshop is geared toward teens aged 16 to 17.) After this session, qualified teens will be

    able to open a checking account and apply for a low-interest, low-limit credit card with parental

    consent.

    Youth Checking and Lending

    Wed., Sept. 23 6 p.m.

    Troy Office Community Room

    Does your teen know how to handle his or her finances in the real world? We invite you both to join us for an educational workshop on the

    proper usage of checking and lending products. (This workshop is geared toward teens aged 16 to 17.) After this session, qualified teens will be

    able to open a checking account and apply for a low-interest, low-limit credit card with parental

    consent.

    Registration is required. Please call 586.263.8800 or 1.866.MSGCU4U or e-mail workshops@msgcu.org

    Wills and Trusts

    Wed., Aug. 12 6 p.m.

    Troy Office Community Room

    This workshop discusses the benefits of using wills and trusts. Join us to find out about wills, types of trusts, estate taxation, probate system, digital

    legacy, durable power of attorney, forms of titling property, types of life insurance, and threats to

    family wealth.