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FREE Financial Wellness Workshops

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Welcome to our Financial Wellness Workshop Program! We want our members and members of the community to have the opportunity to learn how to handle their money successfully and reach their maximum financial wellness! We have developed a workshop line up to cover a multitude of topics that are relevant to everyday life. Our financial literacy workshops are specifically designed for individuals with a variety of financial goals, including retirement planning, financial recovery, debt elimination, estate planning, insurance, credit and first-time homeownership.

2018 Schedule

January

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  • Topic: Health, Wealth, and a Confident Retirement
    • Plan to bring your retirement goals within reach
    • Understand how financial and physical health may be intertwined
    • Learn ways to generate dependable income

  • Facilitator: William DavisCertified Financial Planner™
  • When: Thursday, January 18th from 6:30pm - 7:30pm
  • Where: Newtown Branch
REGISTER

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  • Topic: First Time Home Buyer Seminar
    • Key steps to take in buying your first home
    • Industry trends affecting the Bucks County market
    • Expert techniques to get your offer accepted

  • Facilitator: Ed Karpinski, TBA
  • When: Thursday, January 25th from 6:30pm - 8:00pm
  • Where: Margaret R. Grundy Memorial Library
REGISTER

February

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  • Topic: Maximize Social Security Benefits
    • Whether Social Security can provide the income you need when you retire
    • How to make the most of your Social Security benefits
    • Sources of retirement income beyond Social Security.
  • Facilitator: William Davis, Certified Financial Planner™
  • When: Thursday, February 8th from 6:30pm - 7:30pm
  • Where: Newtown Branch
REGISTER

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  • Topic: Understanding Credit
    • Understanding the fundamentals of credit 
    • Understand the terminology and real-life applications
    • Key components of your credit score and what it means.
  • Facilitator: Stefanie Marabella - Credit Consultant and Coach
  • When: Thursday, February 22nd from 6:30pm - 7:30pm
  • Where: Newtown Branch
REGISTER

March

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  • Topic: How an Estate Plan puts YOU in Control
    • Provide for your immediate family
    • Ensure property goes to the right beneficiaries
    • Manage estate tax burden - for you and your family 
    • Support a favorite cause!

  • Facilitator: William DavisCertified Financial Planner™
  • When: Thursday, March 15th from 6:30pm - 7:30pm
  • Where: Newtown Branch
REGISTER

April

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  • Topic: First Time Home Buyer Seminar
    • Key steps to take in buying your first home
    • Industry trends affecting the Bucks County market
    • Expert techniques to get your offer accepted
    • Exclusive offer for attendees!

  • Facilitator: Ed Karpinski and Eileen McWilliams
  • When: Thursday, April 12th from 6:30pm - 7:30pm
  • Where: Newtown Branch
REGISTER

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  • Topic: Sending Your Child to College
    • Define a college saving goal that is right for you
    • Determine today's cost and payment options
    • Learn to balance retirement and college savings
    • Understand what goes into college saving and college spending

  • Facilitator: William Davis, Certified Financial Planner™ and Mary Harkins, M.Ed.
  • When: Thursday, April 19th from 6:30pm - 7:30pm
  • Where: Newtown Branch
REGISTER

May

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  • Topic: Financial Planning and Retirement
    • Learn to manage your money pre and post-retirement
    • Understand the basics of developing a smart investment plan
    • Identify risks that could upset your retirement plan and learn solutions
    • Create a meaningful legacy

  • Facilitator: William DavisCertified Financial Planner™
  • When: Thursday, May 10th from 6:30pm - 7:30pm
  • Where: Newtown Branch
REGISTER

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  • Topic: Improving Your Credit Score
    • Understanding the fundamentals of credit 
    • Understand the factors of your credit report
    • Best practices to improve your credit score
  • Facilitator: Stefanie Marabella - Credit Consultant and Coach
  • When: Thursday, May 17th from 6:30pm - 7:30pm
  • Where: Newtown Branch
REGISTER

June

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  • Topic: First Time Home Buyer Seminar
    • Key steps to take in buying your first home
    • Industry trends affecting the Bucks County market
    • Expert techniques to get your offer accepted
    • Exclusive offer for attendees!

  • Facilitator: Ed Karpinski and Eileen McWilliams
  • When: Thursday, June 7th from 6:30pm - 7:30pm
  • Where: Newtown Branch
REGISTER