February-September 2015 · Are you thinking of buying a new home? Our Mortgage Experts will walk...
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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 [email protected] 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.
Transcript of February-September 2015 · Are you thinking of buying a new home? Our Mortgage Experts will walk...
MSGCU WorkshopsFebruary-September 2015
Updated February 2, 2015
Social Security: Seven Keys to
Enhancing Your Benefits
Wed., March 116 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 [email protected]
Homebuyers
Wed., Feb. 116 p.m.
Troy Office Community Room
Are you thinking of buying a new home? OurMortgage Experts will walk attendees through theentire 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. 256 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 186 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 WorkshopsFebruary-September 2015
Updated February 2, 2015
Wills and Trusts
Wed., April 86 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 206 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 [email protected]
Homebuyers
Wed., May 66 p.m.
Main Office Community Room
Are you thinking of buying a new home? OurMortgage Experts will walk attendees through theentire 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 256 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 WorkshopsFebruary-September 2015
Updated February 2, 2015
Youth Checking and Lending
Wed., July 226 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. 236 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 [email protected]
Wills and Trusts
Wed., Aug. 126 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.
