UPCOMING EVENTS
Presenting the Salmon Bay Community Lending
Family Finances Series / 2009
Tues., January 27
The Psychology of Money
Justin Harris, AAMS, Financial Advisor, KMS Services
This discussion is designed to help you begin to make a significant shift in your relationship to money. In addition to teaching you the essential tools needed to manage your finances, we’ll explore the emotional elements that build a realistic and sustainable financial plan.
Tues., February 17
The Lowdown On Loans
Home Financing Tips Everyone Should Know
Salmon Bay Community Lending Staff
Home loans are available for purchases and refinances, at great interest rates! These days, it may take a bit of planning to be approved for a mortgage. In this class we’ll share information and updated lender guidelines to help you access prime mortgage rates and programs, whether you’re a first time homebuyer, a move-upper, or a residential investor.
Wed., March 18
Couples & Money
Justin Harris, AAMS, Financial Advisor, KMS Services
This class will explore the emotional dynamics (individual and relational) that help or deter us from experiencing financial health. We’ll also review how to maximize the benefits of financial planning with a minimum of stress on our primary relationship!
Tues., April 21
Buying Together and Not Married?
Mary Anne Vance & Terri R. Luken, Attorneys
Joining forces with your life partner? Buying with a friend? Buying together is a great way to obtain the benefits of home ownership! Unique opportunities exist for unmarried borrowers. How do the dramatic 2008 changes to Washington State’s Registered Domestic Partnership Act affect your home purchase? Join us as we discuss and consider the various options for securing your dream home.
Tues., May 19
Wills & Trusts
Peter Cowles, Attorney
You’ll learn what’s required for a Will. We’ll discuss personal representatives, guardians and trustees. Other estate planning techniques will also be reviewed. Powers of Attorney, Living Wills and Community Property Agreements will be covered. When you leave you’ll be familiar with the general estate planning considerations.
Tues., September 15 & October 20
Budgeting in Real Life
Mindy Crary, MBA, Certified Financial Planner®
Why do smart people make money mistakes? People face common obstacles when trying to create a successful budget or trying to pay off debt. This workshop will identify those obstacles and provide down-to-earth, realistic solutions to correct them. Participants will have the opportunity after class to apply the tools to their real life, then during the second session in October, attend a follow-up to troubleshoot their plans.