Our Seminars

 

Seminars

Unless noted otherwise, please register for the seminars below by calling Joan Laptenok at (800) 806-9465 ext. 7758. Or, send an email to Joan.Laptenok@sb1fcu.org. Be sure to leave your name, a number where you can be reached, which class you are interested in and how many people will be attending.

 

                                                  BRING YOUR LUNCH AND LEARN

RETIREMENT PLANS DURING UNSETTLED FINANCIAL TIMES - Are you prepared for retirement?  - Will you be able to live the retirement life you wish to lead?

Topics to be discussed are:

  • Roadblocks to avoid when planning for retirement
  • Keys to successfully planning
  • The basics of investing
  • Calculating your retirement needs

September 8, Quest Egypt Road, Conference Room 1D, 12:00-1:00pm

September 18, Quest Monroe Boulevard, Outer part of cafe, 12:00-1:00pm

September 23, Quest Horsham, Labs Ops Conference Room, 11:30am - 12:30pm,             12:30pm - 1:30pm, 1:30pm - 2:30pm, 11pm - Midnight

September 23, GSK Upper Providence, Building 4, Room 2010, 12:00-1:00pm

September 24, GSK Renaissance, Room 2518, 12:00-1:00pm

September 25, Quest Collegeville, Conference Room CR1-14, 12:00-1:00pm

September 30, GSK Franklin Plaza, Sb1 Conference Room, 2FL, 12:00-1:00pm

October 16, GSK Marietta, Conference Room, 2FL, 12:00-1:00pm

 

WOMEN AND INVESTING - How Women and Men Differ in Their Financial Decisioning Process...and What it Means to You.

Topics to be discussed are:

  • Define Emergency (home repairs, car problems, death, job loss)
  • Emergency Funds (how much do you need, be realistic)
  • Pay Yourself First (retirement)
  • Where to Spend (retirement for me vs. college education for the kids) 
  • Wants and Needs
  • Where Should You Invest?
November 4, Quest Horsham, Lab Ops Conference Room, 11:30pm - 12:30pm, 12:30pm - 1:30pm, 1:30pm - 2:30pm, 11pm - Midnight

 

November 6, Quest Collegevile, Conference Room CR 1-11, 12:00pm - 1:00pm

December 4, Quest Collegevile, Conference Room 1D, 12:00pm - 1:00pm

December 10, Quest Monroe Boulevard, Outer Part of Cafe, 12:00pm - 1:00pm

SOCIAL SECURITY OPTIONS DURING RETIREMENT

December 1, GSK Upper Providence, Building 4, Room 2010, 12:00pm-1:00pm

December 3, GSK Franklin Plaza, Sb1 Conference Room, 12:00pm-1:00pm

December 8, GSK Renaissance, Conference Room 3521, 12:00pm-1:00pm