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FeaturedFinance

Workshops Address Wide Range of Financial Topics

by Donna Kohlhase May 27, 2015
written by Donna Kohlhase May 27, 2015
Donna Kohlhase

Donna Kohlhase

State Farm Insurance offers the following informative workshops to help you make the right decisions about important milestones or financial choices.

Your First Car

This workshop offers information about finding the right car for you, and how to finance it.

Your First Home

First-time home buying tips and tricks are offered in this workshop. Information includes deciding on the right home for you, where to find it, how to negotiate for it, and how to finance it.

Your Finances

Basic financial education is provided, as well as information on bank products, how to save, budget and maintain good credit.

Your Financial Future

This workshop focuses on savings and investment products as a way to reach financial stability.

A Slice of LIFE

LIFE stands for Lessons In Financial Education. This workshop focuses on young adults. The icon of the pizza is a way to engage participants and educate them on the different slices of financial subjects, which can help them create a successful financial life. This presentation covers such topics as budgeting, setting financial goals, looking out for credit traps, recognizing the importance of credit and investing for the future.

401K/IRA 101

Thinking about retirement is exciting. But in order to reach retirement, you have to plan. This workshop offers information on various retirement vehicles to consider. The objective is to allow you to save and live comfortably, to enjoy your golden years.

Pyramid of Needs

Everyone has goals and dreams. As you begin to realize some personal goals and dreams, you may begin to imagine how you want to pass on your assets. This workshop provides information on how to build and leave a legacy for people most important to you.

Insuring Your Stuff

This workshop offers information regarding protecting assets, such as your home or automobile. It also provides an overview on disability insurance, in the event you become disabled and unable to work to earn an income to support you and/or your family.

If your group or organization would like to hold one of these workshops, please contact Donna Kohlhase at (480) 396-2140.

 

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