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2018 Seminar Schedule

Our FREE Financial Wellness Program is available to SnoCope members and the surrounding community.

Here’s how you can to take advantage of these FREE Financial Literacy events.

  • Please RSVP with Beth Jarvis. Phone: 425-405-9983 / Email: Beth@SnoCope.org.
  • Be sure to provide the name of the seminar you wish to attend, the date, your name, your email & your phone.
  • We ask for an RSVP as a light meal will be provided for all attendees.

HOMEBUYER SEMINAR FOR FIRST TIME AND MOVE-UP BUYERS
Thurs March 8 12:00-1:00 PM

3000 Rockefeller Ave, Everett WA; Robert Drewel Building, Lower Lobby, Public Meeting Room 2 (East-side room 1F07)

Whether you are a first time homebuyer or a move-up buyer everyone will find this comprehensive presentation of great value. Learn what lenders look for in their homebuyers; get tools to facilitate your home buying search; understand why getting pre-approved before you start your search makes the process smoother; learn five factors of your credit score and why your credit score matters; uncover the “dos and don’ts” and common mistakes that can impact your approval status; take away a mortgage application timeline and much more.

SAVVY SOCIAL SECURITY PLANNING
Thurs April 5 12:00-1:00 PM

3000 Rockefeller Ave, Everett WA; Robert Drewel Building, Lower Lobby, Public Meeting Room 1 (West-side room 1F03)

What everyone needs to know to make the most of their social security retirement income. Whether you are a Baby Boomer or Generation X or Y, or a Millennial... you will find this presentation valuable and informative. Topics covered will also include: What’s New with Social Security? 7 Topics to Watch in 2018 and Basic Rules and Claiming Strategies.

Savvy Medicare Planning
Thurs May 3 12:00-1:00 PM

3000 Rockefeller Ave, Everett WA; Robert Drewel Building, Lower Lobby, Public Meeting Room 1 (West-side room 1F03)

What everyone needs to know in order to prepare to be on Medicare. Learn how to Manage Health Care Expenses in Retirement. This overview provides 30 Minutes on Medicare Basics and puts into perspective how to successfully Transition to Medicare.

Financial Literacy 101 (Your Financial Goals)
Thurs June 7 12:00-1:00 PM

3000 Rockefeller Ave, Everett WA; Robert Drewel Building, Lower Lobby, Public Meeting Room 1 (West-side room 1F03)

Develop sound habits and a strategy so you can achieve your financial goals and plan for a retirement. Learn how to set aside cash for emergencies; protect your family; plan for: a home purchase/remodel, or college education, wedding, or vacation home. It’s all a matter of working an organized plan, over time, and setting realistic goals.

Preparing for Retirement (Your Retirement Readiness)
Thur July12 12:00-1:00 PM

3000 Rockefeller Ave, Everett WA; Robert Drewel Building, Lower Lobby, Public Meeting Room 2 (East-side room 1F07)

If you are trying to figure out how to retire and wondering how much money you will need for retirement, or when the right time to retire really is --- this seminar is for you. Often, retirement questions include our loved ones with whom we share our retirement income and our concerns about the greatest risks to our retirement. Learn how to invest for retirement and gain more control of your future plans

What's New

FREE Financial Wellness Seminars 2018
Please RSVP...

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Transfer your balance to a new or existing Visa Platinum Credit Card...

Preparing your financial goals
Meet Jeffrey Downer
of Foresters Financial

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