District 214 Community Education

Tired of renting? This class offers assistance and insights into the process of home ownership. Learn all you need to know about buying your first home: getting familiar with contracts, closing costs, inspections, down payments, appraisals, interest rates and negotiations. Get familiar with Down Payment Assistance Programs and how to qualify.

This educational program is aimed at those who are either new to investing or need a refresher. Participants will learn the importance of developing a strategy, the impact of asset allocation and the influence of inflation on your long-term goals.

Whether you are 10 months away or 10+ years away from retirement, you need to be prepared for one of the biggest transitions of your life. In this class you will learn about different retirement savings accounts, how to maximize your savings, what your replacement ratio is, and what role social security will play.

Ready to spend some time in the sunshine on the beach or on the ski slopes? Learn the best way to purchase your second home or vacation property in this course. Discussion will include learning to make owning your second/retirement home a reality. During the class, we will also go over the minimum down payments, credit requirements, affordability and the underwriting criteria needed for your purchase. This is not a class on buying or renting a timeshare.

This seminar is designed for those who are thinking about retiring or have retired recently. The workshop will help you focus on what matters most to you and build a financial strategy to achieve it.

Stocks may play a major role as investors try to reach their long-term financial goals. This presentation shares basic information to help investors evaluate how this type of investment may fit into an overall strategy.

Learn about wills, trusts, powers of attorney, probate and guardianship. Take the first step to create or update an appropriate plan. The first class covers probate and guardianship and the second class gets into powers of attorney, wills and trusts.