Financial Education Seminars

Balance Webinar - Retirement Planning the Basics

Retirement is something most people look forward to, but may not have planned well in advance. Participants will learn how to harness the power of time, optimize investments to reach their long-term goals, and understand how the economy and taxes can impact their retirement dollars.

Here are the great Financial Webinars available for May!

• May 10th & 19th – Retirement Planning the Basics

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Rollover Planning Webinar

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Virtual Estate Planning (Wills & Trusts) Free Seminar!

Join us for a virtual presentation and discussion on the “need-to-know” basics of estate planning for Pennsylvania residents. Attorney Colleen R. Stumpf will present on the three documents everyone should have a basic understanding of -- Last Wills and Testaments, Powers of Attorney, and Advance Health Care Directives. They’ll also be addressing the use of Trusts and dispelling some common myths about Trusts.

Presented by: Colleen R. Stumpf, Esq., Quinn Law Firm

Attorney Colleen R. Stumpf, a shareholder with the Quinn Law Firm, devotes her practice to transactional matters. Specifically, she develops estate plans for her clients and competently assists in the administration of estates of all sizes. She also provides expertise in the areas of trust administration, asset protection, elder law, and guardianship issues. Attorney Stumpf's business law practice includes entity formation for both for-profit and non-profit organizations, structural questions, general counsel, and the development of succession plans.

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Presentation

Disclaimer: The information provided in this seminar is for educational purposes only. The presenter is not an Erie Federal Credit Union (the "credit union") employee and the credit union is not responsible for any information provided to you by the presenter. The presenter is not providing legal advice and you should consult your own legal advisor or attorney. By attending the webinar, you agree that you have read, understood and agreed with this disclaimer.

Three Transitions to Retirement Webinar

Register for Virtual Webinars

Balance Webinar - Retirement Planning the Basics

Retirement is something most people look forward to, but may not have planned well in advance. Participants will learn how to harness the power of time, optimize investments to reach their long-term goals, and understand how the economy and taxes can impact their retirement dollars.

Click to Register & Learn More

Balance Webinar - Repaying Student Loans

Student loans can put a heavy burden on monthly finances, sometimes rivaling the cost of a mortgage. These days there are many options to help repay these loans. This session will teach attendees about the choices available.

Here are the great Financial Webinars available for June!

• June 14th & 23rd – Repaying Student Loans

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The Road to Retirement

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Balance Webinar - Repaying Student Loans

Student loans can put a heavy burden on monthly finances, sometimes rivaling the cost of a mortgage. These days there are many options to help repay these loans. This session will teach attendees about the choices available.

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Rethinking Diversification Webinar

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Balance Webinar - Investing in Real Estate

Investing in real estate can be a great way to boost income—if done wisely. To help investors turn a profit, we’ll cover the pros and cons of different properties, resources for finding investment opportunities, and financing options.

Here are the great Financial Webinars available for July!

• July 12th & 21st – Investing in Real Estate

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Balance Webinar - Investing in Real Estate

Investing in real estate can be a great way to boost income—if done wisely. To help investors turn a profit, we’ll cover the pros and cons of different properties, resources for finding investment opportunities, and financing options.

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Balance Webinar - Raising a Money Smart Kid

Earning money, spending and saving are important lessons children learn very early on in life. This session will help guide parents on effective ways to educate children about financial responsibility that can last a lifetime.

Here are the great Financial Webinars available for August!

• August 9th & 18th – Raising a Money Smart Kid

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Balance Webinar - Raising a Money Smart Kid

Earning money, spending and saving are important lessons children learn very early on in life. This session will help guide parents on effective ways to educate children about financial responsibility that can last a lifetime.

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Balance Webinar - Personal Finance for College Students

College education is a prime time for young adults to learn about finances and plan for their future. Attendees will learn about credit (how to use it wisely), tools to develop a positive credit history and score, create and manage their own budget, ways to track spending, and options for student loan repayment.

Here are the great Financial Webinars available for September!

• September 13th & 22nd – Personal Finance for College Students

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Balance Webinar - Personal Finance for College Students

College education is a prime time for young adults to learn about finances and plan for their future. Attendees will learn about credit (how to use it wisely), tools to develop a positive credit history and score, create and manage their own budget, ways to track spending, and options for student loan repayment.

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Balance Webinar - Breezing Through the Holidays

It may be called “the most wonderful time of the year” but December can also be filled with unwanted debt with holiday spending. Learn budgeting strategies and tactics to avoid that year-end credit card crunch and sidestep debt traps in the future.

Here are the great Financial Webinars available for October!

• October 11th & 20th – Breezing Through the Holidays

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Balance Webinar - Breezing Through the Holidays

It may be called “the most wonderful time of the year” but December can also be filled with unwanted debt with holiday spending. Learn budgeting strategies and tactics to avoid that year-end credit card crunch and sidestep debt traps in the future.

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Balance Webinar - Using Credit Cards Wisely

A credit card can be a valuable financial tool. However, before racking up big charges on multiple cards, participants should learn smart ways to handle their credit cards and take a disciplined approach.

Here are the great Financial Webinars available for November!

• November 8th & 17th – Using Credit Cards Wisely

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Balance Webinar - Using Credit Cards Wisely

A credit card can be a valuable financial tool. However, before racking up big charges on multiple cards, participants should learn smart ways to handle their credit cards and take a disciplined approach.

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Balance Webinar - Planning for Money Milestones

There are many important financial milestones for consumers in their 20s and 30s. To help prepare today’s “Millennials” for a positive financial future—without sacrificing fun—we take a realistic approach to managing finances. We’ll cover SMART goals, getting financially organized, building a budget, controlling expenses, wiping out debt, and much more!

Here are the great Financial Webinars available for December!

• December 13th & 22nd – Planning for Money Milestones

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Balance Webinar - Planning for Money Milestones

There are many important financial milestones for consumers in their 20s and 30s. To help prepare today’s “Millennials” for a positive financial future—without sacrificing fun—we take a realistic approach to managing finances. We’ll cover SMART goals, getting financially organized, building a budget, controlling expenses, wiping out debt, and much more!

Click to Register & Learn More