Financial Education

Tired of hearing about your employees getting ripped off, or being confused about how to use their money to get what they want out of life? Worrying about finances can cause a great deal of stress which can cause physical illness and much more. We know you care about your employees. We want to help them lower stress and create financial strength for themselves and their family.

To do that, we educate and empower employees with the following workshops at no cost to you as a Business Partner or your employees:

713-799-6200
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AllPoint

 

For a printable list of workshops, click here.

Financial Check Up: How Healthy are You?

  • Quiz to assess financial health and awareness

  • Importance of financial wellness

  • S.M.A.R.T. Financial Goals

  • How to become financially healthy

  • The Emergency Fund

  • Insurance

There’s Only One You, Keep it that Way: Identity Theft and Fraud Prevention

  •  Consumer protection laws

  • Predatory loans

  • What to do if your wallet is lost or stolen

  • Identity theft and how to prevent it

  • What to do if you are a victim of identity theft

  • ID Theft Services/Monitoring

Into the Wild: A Credit Report Safari

  • Credit reports

  • How to repair credit

  • Requesting a copy of your credit report

  • Dispute letters

  • Tips to build your credit history

  • Truth about credit repair

  • Credit Insurance

Take a little weight off: Debt Reduction Strategies

  • Good Debt vs. Bad Debt

  • Keeping track of your debts

  • Setting Priorities

  • The Snowball Effect

  • Staying out of debt

Rule Your Money- Don’t Let it Rule You: Budgeting

  •  Why budget?

  • Daily spending diary

  • Balance Your Check Book

  • Income and expense worksheet

  • Tips to decrease spending

  • Record keeping tips

  • Budgeting tools

Where the Rubber Meets the Road: Car Buying Strategies

  • What can I afford

  • New or Used

  • Auto financing tips

  • Differences between car loan and a lease

  • How to spot a lemon

  • Insurance and Additional expenses

Navigating Your Personal Finances

  • Different types of financial institutions

  • Services offered by financial institutions

  • Differences between banks and check-cashing services

  • Why you should use a financial institution

  • How to choose an account

  • How to choose a financial institution

  • Determining your checking account needs

  • Fees and the fine print

  • Checking account responsibilities

Crossing the Threshold Without Tripping: the Home Ownership Experience Today

  • Are you ready to buy a home?

  • Components of a mortgage loan payment

  • How much mortgage can I afford?

  • Mortgage options

  • Homebuyer assistance programs

  • Insurance

Flex your Financial Muscles
(A series or single investment workshop(s) that covers a variety of investment topics.)

  • Important investment terms and processes

  • Income earning strategies

  • Life Insurance

  • Retirement Planning

For information on, or to schedule a workshop, just fill out the form below. We will contact you to
schedule a session convenient for you.

     

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How to Buy a Home

Understanding and Improving you Credit Score

 

 

 

Sending Money Back Home

Avoiding Dangerous Loans
     

 

   



Financial Education Links
 

 

dallasfed.org Federal Reserve Operations, economic research and data, publications and resources, economic education and much more.
fool.com Educates, enriches, and amuses individuals in  investing and personal finance.
irs.gov Information for individuals, businesses, not for profits, tax professionals and more.
annualcreditreport.com Get your  free credit report once every 12 months from each of the three nationwide consumer credit reporting companies.
cardweb.com Information pertaining to all types of payment cards, including, but not limited to, credit cards, debit cards, smart cards, prepaid cards, ATM cards, loyalty cards and phone cards.
bankrate.com Free rate information on more than 300 financial products, including mortgages, credit cards, new and used automobile loans, money market accounts, checking and ATM fees, etc,.
onguardonline.gov Provides practical tips from the federal government and the technology industry to help you be on guard against Internet fraud, secure your computer, and protect your personal information.
idtheft.gov The President’s Task Force on Identity Theft as launched this website, “Identity Theft is a Crime.  Resources from the Government.”  This site is an excellent resource for government information about identity theft. The link, “Report Identity Theft,” takes you to the Federal Trade Commission website which includes details, FAQs and ways to recover from identity theft.  In addition, there are tips on how consumers can prevent identity theft and information on prosecuting and punishing identity-theft related crimes.
   
   
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