Events for March 16, 2013 - February 5, 2013

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Tax Planning Workshop

Financial Learning Room @ Allegacy 1691 Westbrook Plaza Dr, Winston-Salem, NC, United States

Hosted by Allegacy Investment Group*     *Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. … Continue reading

Free

Savings Planning

Financial Learning Room @ Allegacy 1691 Westbrook Plaza Dr, Winston-Salem, NC, United States

PERSONAL FINANCIAL CHOICES SERIES Money complexities affect us all, no matter how much or how little we have. This course will assist you in saving money and determining the savings … Continue reading

Free

Money Management

Financial Learning Room @ Allegacy 1691 Westbrook Plaza Dr, Winston-Salem, NC, United States

PERSONAL FINANCIAL CHOICES SERIES There has never been a bigger need than there is today for families and individuals to establish personal budgets. This course will assist you to manage … Continue reading

Free

QuickBooks Made Easy

Financial Learning Room @ Allegacy 1691 Westbrook Plaza Dr, Winston-Salem, NC, United States

Hosted by Allegacy Business Solutions

Free

Re-establishing Your Credit

Financial Learning Room @ Allegacy 1691 Westbrook Plaza Dr, Winston-Salem, NC, United States

PERSONAL FINANCIAL CHOICES SERIES Bad credit can happen to good people. Don’t despair if it has happened to you. There are ways to regain creditworthiness over time and to possibly … Continue reading

Free

The Employer and HSAs

Hosted by JBA Benefits, a subsidiary of Allegacy   Employers can empower employees to save for healthcare related expenses by offering Health Savings Accounts (HSAs) with Qualified High-Deductible Health Plans. … Continue reading

Free

401(k) Rollovers / IRAs

Financial Learning Room @ Allegacy 1691 Westbrook Plaza Dr, Winston-Salem, NC, United States

Hosted by Allegacy Investment Group*     *Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. … Continue reading

Free

Medicare Basics

Financial Learning Room @ Allegacy 1691 Westbrook Plaza Dr, Winston-Salem, NC, United States

Hosted by JBA Benefits, a subsidiary of Allegacy

Free