Money Sense Workshops


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Maximize your knowledge about investments, plot a road map to retirement, or simply manage your money more effectively!

Workshops


See the Spring Money Sense Workshop Calendar

Audio Library


Didn't get to attend? Listen to what you missed.

Social Security Updates - April 2013

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Presenter: Theresa Busher, Social Security Public Affairs Specialist

Already receiving Social Security benefits? Join us to learn more about the 2013 changes and updates to this important entitlement program.

Home Buyer Workshop*

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Presenter: Day-Air Credit Union

Buying your 1st home? Your 2nd? Refinancing? Bring your questions to this informative session on real estate, mortgages, legal issues, home inspections, etc. A panel of experts brought together by the staff of Day-Air Credit Union will present and answer your questions on purchasing a home.

Estate Planning*

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Presenters: Jonathan Peirson, Day Air Credit Union & Joseph E. Balmer, III, Attorney at Law

Learn general estate planning concepts and strategies, as well as tips on wills, probate, charitable giving and trusts. An attorney will be available to answer questions!

Home Buying 101*

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Presenters: Scot Rife and John Theobald, Day-Air Credit Union

A workshop designed for the first-time homebuyer and includes infomation about the mortgage process, managing debt, shopping for a home, and legal concerns related to home buying.

Social Security Updates - April 2012

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Presenter: Theresa Busher, Social Security Public Affairs Specialist

Already receiving Social Security benefits? Join us to learn more about current issues including changes in eligibility for prescription drug assistance, online services, enrollment in Medicare and more.

College Financial Planning*

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Presenters: Jonathan Peirson, Day Air Credit Union and Veronica Leech, Clark State Community College | Wanda Gandy, Indiana Wesleyan University

In this presentation on College Planning, we’ll look at how much college costs today, projected costs for the future, and the building blocks that go into funding a college education. We’ll look at different tax-advantaged ways to save for college, such as 529 plans. We’ll also examine the role of financial aid, and see how your savings choices can impact your child’s eligibility for aid.

Retirement Income Planning*

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Presenter: Jonathan Peirson, Day Air Credit Union

Plan on working your whole life? If not, attend this session to get strategies and tips for creating a retirement plan. Learn investment strategies to make your retirement income last.

Manage Your Money Like a Millionaire

Listen to the October workshop audio presentation.

Presenter: Kathy Michelich, Warren County, Ohio State University Extension

Exactly what do millionaires do to make them millionaires? More importantly, what don’t they do? Can we learn from them to become more financially secure? Get their insights into what has helped them become financially successful and learn from their lessons.

Managing Your Money*

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Presenter: Bettina Buscemi, Day Air Credit Union

Avoid expensive mistakes and manage your money more effectively using the tips presented in this session. Learn about budgeting, checking accounts, and credit from the financial experts.

ID Theft

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Presenter: Bettina Buscemi & Don Schweitzer, Jr., Day Air Credit Union

More than 10 million Americans had their identity stolen last year. Find out how to minimize your risk and what to do if you are a victim of identity theft.

Stretch Your Dollars

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Presenter: Christine Olinsky, The Ohio State University Extension

Think you know every trick in the book to s-t-r-e-t-c-h your financial resources? There just might be one – or more – things that you can do to provide more money to meet your needs and wants. Join us to learn and share.

Long Term Care*

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Presenter: Jonathan Peirson, Day Air Credit Union

Do you have a plan for your long-term care needs? If not, attend this session to find out more about the benefits and costs of Medicare and Medicaid, long term care insurance and more.

Don’t Get Scammed

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Presenter: Christine Olinsky, The Ohio State University Extension

Watch out! It’s a dirty world out there, full of scams and "deals just too good to be true." Come to get insight into some of the issues to watch so you don’t get caught.

Hot Consumer Topics

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Presenter: Christine Olinsky, The Ohio State University Extension

Is this a good deal? Where do I find accurate and non-biased information? What are the hottest consumer issues in the news? Join us for a discussion about issues impacting our wallet and making the news.

Manage Your Money Like a Millionaire

Listen to the June workshop audio presentation.

Presenter: Christine Olinsky, The Ohio State University Extension

Exactly what do millionaires do to make them millionaires? More importantly, what don’t they do? Can we learn from them to become more financially secure? Get their insights into what has helped them become financially successful and learn from their lessons.

Making Sense of Credit and Credit Reports

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Presenter: Terrie Krumal, Consumer Credit Counseling Service

Credit cards can be both a convenience and a necessity, but there are costs and potential problems with their use. Learn tips to use credit wisely, understand credit reports and scores and to improve your credit score.

Social Security 101

Your Retirement Planning Questions Answered is a 30 minute webinar presented by the Social Security Administation.

Presenter: Kurt Czarnowski, Regional Communications Director & Edwin Green Jr., National Public Affairs Specialist, Social Security Administration

Social Security Updates 2011

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Presenter: Theresa Busher, Social Security Public Affairs Specialist

Already receiving Social Security benefits? Join us to learn more about current issues including changes in eligibility for prescription drug assistance, online services, enrollment in Medicare and more.


*Investments offered through CUSO Financial Services, L.P. (CFS) are not NCUA/NCUSIF insured, are not credit union guaranteed, and may lose value. Financial Advisors are employees of Day Air Credit Union and registered through CFS. Day Air Credit Union is affiliated with CFS (member FINRA/SIPC) and SEC Registered Investment Advisor. For specific tax advice, please consult a qualified tax professional.

**Not FDIC Insured • May Lose Value • No Bank Guarantee

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See What Attendees Are Saying About Our Money Sense Workshops:


"This series is good for the community!"

"Thanks for the well-organized handouts and well-informed speakers"

"This session was nicely presented and touched on a good variety of topics. The presenters came across as experts."

"Great class. I was grateful to be able to go to this."

"Very open - encouraged questions and answered them thoroughly. Very informative and honest - appreciated the "loophole" info regarding the Roth 401."