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BROWSE BY LOCATION
BROWSE BY TOPIC

CT Money School (CMS) classes are for Connecticut adults who want to learn more about managing their money and their assets.  We offer a wide range of classes targeted at people who are interested in opening a bank account, clearing up debt, saving for a home, or planning for their future or their children’s future.

You must complete our free registration on the site in order to be able to sign-up for one of our classes.

Upcoming events

    • July 31, 2010
    • 09:00 AM - 05:00 PM
    • Bridgeport Neighborhood Trust, 240 Fairfield Avenue, 3rd Floor, Bridgeport, CT
    This class is geared toward people who are interested in purchasing their first home.  If the course is completed you will receive a pre-purchase certificate, which may help you find a lower interest rate loan. Instructors will cover the following topics:

    • Advantages & disadvantages of home ownership
    • Budgeting and understanding credit
    • Different types of mortgages including CHFA & FHA
    • Overview of a mortgage application, the approval, and closing process
    • Keeping your home
    • Basic home maintenance tips
    • Managing your finances 
    Complimentary breakfast and lunch are provided.
    • August 03, 2010
    • 10:00 AM - 12:00 PM
    • A Bridgeport Housing Authority Site - Harborview, 376 East Main Street, Bridgeport, CT 0608

    Many people are finding themselves feeling stressed and anxious about their financial situation in these tough economic times. You may have lost your job, seen your income drop severely, or be struggling to deal with the increased costs of living; you may be managing OK financially now, but are worrying about the future. There are many things you can do to live well in these difficult times, come join us and we will let you know how.

    • August 03, 2010
    • 10:00 AM - 12:30 PM
    • Co-Opportunity, 20-28 Sargeant Street, Hartford, CT 06105
    This class will provide information on local, statewide, and national foreclosure prevention resources.  Including:
    • Loan restructuring options that are available through local banks, CHFA, and HUD
    • Alternative options to foreclosure, such as, repayment plans, forbearance, modifications, short sales, bankruptcy, and deed in lieu of foreclosure
    • Foreclosure and credit laws

    • August 03, 2010
    • 05:30 PM - 08:00 PM
    • Co-opportunity, Inc. 20-28 Sargeant Street, Hartford, CT 06105
    This is the first in a four week series of classes that will cover the following topics:
    • Banking & Borrowing
    • Creating & Maintaining a Realistic Budget
    • Building Good Credit
    • How to create an action plan for your future
    • An in depth look at your credit, income, and assets
    Attendance at all four classes is required.

       

       

       

      • August 03, 2010
      • 06:00 PM - 07:00 PM
      • New Life Corporation, 540 Ella T. Grasso Blvd., Bldg. #2, New Haven, CT
      • 9
      Do you have difficulty budgeting?  This class will teach you the benefits of having a savings plan or budget when trying to figure out how to pay your monthly bills.  Also, the instructor will provide useful budgeting tools, which will make this process easier!
      • August 04, 2010
      • 05:30 PM - 08:30 PM
      • Co-opportunity, 20-28 Sergeant Street, Hartford, CT 06105
      This workshop is ONLY for those who have applied for a CHFA mortgage. 

      This three hour course reviews what happens once you have applied for the mortgage, the ins and outs of working with CHFA, a review of the closing process, budgeting process and a look at maintaining your new home.


      • August 05, 2010
      • 05:00 PM - 07:00 PM
      • Bridgeport Housing Authority site - Harborview 376 East Main Street, Bridgeport, CT 06608

      Many people are finding themselves feeling stressed and anxious about their financial situation in these tough economic times. You may have lost your job, seen your income drop severely, or be struggling to deal with the increased costs of living; you may be managing OK financially now, but are worrying about the future. There are many things you can do to live well in these difficult times, come join us and we will let you know how.

      • August 05, 2010
      • 07:30 PM - 08:30 PM
      • Wallingford Senior Center, 238 Washington St, Wallingford, CT 06492

      Public Affairs Specialist, Maria Grice, will be speaking on all topics related to Social Security.  This will be an excellent opportunity to have your pressing questions about Social Security answered.  Whether you are already collecting Social Security or just entering retirement, this class will let you know what to expect.

      • August 06, 2010
      • 02:00 PM - 04:00 PM
      • Fellowship Place, 441 Elm Street, New Haven, Connecticut, 06511

      This class is all about resources and information on navigating financial aid, grants, loans and all forms of college assistance.

      • August 10, 2010
      • 10:00 AM - 12:00 PM
      • Bridgeport Housing Authority site - Fireside 75 Stewart Street, Bridgeport, CT 06610

      Many people are finding themselves feeling stressed and anxious about their financial situation in these tough economic times. You may have lost your job, seen your income drop severely, or be struggling to deal with the increased costs of living; you may be managing OK financially now, but are worrying about the future. There are many things you can do to live well in these difficult times, come join us and we will let you know how.

      • August 10, 2010
      • 05:30 PM - 08:00 PM
      • Co-opportunity, Inc. 20-28 Sargeant Street, Hartford, CT 06105
      Part 2 of 4 in a series of weekly classes that will cover the following topics:
      • Banking & Borrowing
      • Creating & Maintaining a Realistic Budget
      • Building Good Credit
      • How to create an action plan for your future
      • An in depth look at your credit, income, and assets
      Attendance at all four classes is required.

         

         

         

        • August 10, 2010
        • 06:00 PM - 08:00 PM
        • Bridgeport Neighborhood Trust, 240 Fairfield Avenue, 3rd Floor, Bridgeport, CT
        This post-purchase home owner class is a great resource for first-time home buyers as they navigate the field of financing a mortgage. Topics covered will include:
        • Financial Planning
        • Tax Deductions
        • Record Keeping
        • When to Refinance
        • Estate Planning Options
        • Insurance Options
        Questions about this course should be directed to Beverly Hoppie at 203-332-7977.
        • August 12, 2010
        • 03:00 PM - 05:00 PM
        • Bridgeport Housing Authority site - Fireside 75 Stewart Street, Bridgeport, CT 06610

        Many people are finding themselves feeling stressed and anxious about their financial situation in these tough economic times. You may have lost your job, seen your income drop severely, or be struggling to deal with the increased costs of living; you may be managing OK financially now, but are worrying about the future. There are many things you can do to live well in these difficult times, come join us and we will let you know how.

        • August 16, 2010
        • 01:00 PM - 02:00 PM
        • River Run, 50 Grand Ave, New Haven, CT

        This class is designed for everyone living on a fixed income.  Learn to "stretch" your income by setting priorities, establishing a budget, planning and saving.

        • August 17, 2010
        • 10:00 AM - 12:00 PM
        • Bridgeport Housing Authority site - Fireside(2) 730 Palisades Avenue, Bridgeport, CT 06610

        Many people are finding themselves feeling stressed and anxious about their financial situation in these tough economic times. You may have lost your job, seen your income drop severely, or be struggling to deal with the increased costs of living; you may be managing OK financially now, but are worrying about the future. There are many things you can do to live well in these difficult times, come join us and we will let you know how.

        • August 17, 2010
        • 05:30 PM - 06:30 PM
        • New Life Corporation, 540 Ella T. Grasso Blvd., Bldg. #2, New Haven, CT
        • 9
        Learn how to order, read, and repair your credit report.  Also learn what it means to build a good credit history and how to do it.  The instructor will cover how opening credit card accounts can work for and against you.
        • August 17, 2010
        • 05:30 PM - 06:30 PM
        • FSW, INC 475 Clinton Avenue, Bridgeport CT

        You created a plan, budget and saved. What now? This class is geared toward bringing all together to meet your financial success.

        Part 5 of 6

        • August 17, 2010
        • 05:30 PM - 08:00 PM
        • Co-opportunity, Inc. 20-28 Sargeant Street, Hartford, CT 06105
        Part 3 of 4 in a series of weekly classes that will cover the following topics:
        • Banking & Borrowing
        • Creating & Maintaining a Realistic Budget
        • Building Good Credit
        • How to create an action plan for your future
        • An in depth look at your credit, income, and assets
        Attendance at all four classes is required.

           

           

           

          • August 17, 2010
          • 06:00 PM - 08:30 PM
          • Co-Opportunity, 20-28 Sargeant Street, Hartford, CT 06105
          This class will provide information on local, statewide, and national foreclosure prevention resources.  Including:
          • Loan restructuring options that are available through local banks, CHFA, and HUD
          • Alternative options to foreclosure, such as, repayment plans, forbearance, modifications, short sales, bankruptcy, and deed in lieu of foreclosure
          • Foreclosure and credit laws

          • August 18, 2010
          • 05:30 PM - 08:30 PM
          • Co-opportunity, 20 - 28 Sergeant Street Hartford, CT 06105
          In this workshop, participants will learn what credit is and how it differs from debt, how to improve their credit score, how to read and understand what is contained in their credit report, how to dispute errors on their credit report, and how to re-establish and maintain positive credit.

          Larger topics include the importance of credit and the outward affects it has on non-lending debt such as car insurance and job attainment.  Instructors go into detail on credit's direct link to the budgeting process.
          • August 19, 2010
          • 12:00 PM - 01:00 PM
          • FSW, Inc 475 Clinton Avenue, Bridgeport, CT

          You created a plan, budget and saved. What now? This class is geared toward bringing all together to meet your financial success.

          Part 5 of 6

          • August 19, 2010
          • 03:00 PM - 05:00 PM
          • Bridgeport Housing Authority site - Fireside(2) 730 Palisades Avenue, Bridgeport, CT 06610

          Many people are finding themselves feeling stressed and anxious about their financial situation in these tough economic times. You may have lost your job, seen your income drop severely, or be struggling to deal with the increased costs of living; you may be managing OK financially now, but are worrying about the future. There are many things you can do to live well in these difficult times, come join us and we will let you know how.

          • August 19, 2010
          • 05:00 PM - 06:00 PM
          • Burroughs Community Center, 2470 Fairfield Avenue, Bridgeport, CT 06605

          How to create a plan to successfully achieve financial freedom and your families goals and dreams.  In this class we will discuss the different financial areas of your life (i.e. budgeting, debts, mortgage, savings, emergency funds, investments, life insurance, etc.), and simple solutions that can be implemented to put you on the right track to achieving financial freedom and your families goals and dreams.

          • August 21, 2010
          • 09:00 AM - 05:00 PM
          • Co-opportunity, 20 - 28 Sergeant Street Hartford, CT 06105
          Instructors in this workshop will review the pros and cons of homeownership and provide an overview of the home buying process.  Participants learn about the key players in the process and the true costs of a mortgage payment.  The workshop begins with a 10 question assessment to determine the participant’s knowledge of homeownership.  This course is open to all.

          The course covers the following topics:
          • Shopping for a Home
          • Getting a Loan
          • Keeping Your Home and Managing Your Finances

          • August 23, 2010
          • 10:00 AM - 12:00 PM
          • Fairfield Senior Center, 100 Mona Terrace, Fairfield, CT 06824

          The only way to compete in an ever-changing market environment is to be active. Constant fluctuations in the stock market have made the financial planning process quite challenging. In this seminar, we will discuss:

          • Overall strategy on how to be an active player in your overall financial health
          • Recommendations of other professionals to include your financial plan
          • Long term care insurance
          • August 24, 2010
          • 10:00 AM - 12:00 PM
          • Bridgeport Housing Authority site - Harborview 376 East Main Street, Bridgeport, CT 06608

          Estate planning is never an easy process, but this process will eliminate uncertainties and shorten your time spent in probate court. This class will walk you through some simple steps for creating an estate plan that will put your mind at ease.

          Join us for part 2 to have all of your questions and concerns addresses.

           

          • August 24, 2010
          • 05:30 PM - 08:00 PM
          • Co-opportunity, Inc. 20-28 Sargeant Street, Hartford, CT 06105
          Part 4 of 4 in a series of weekly classes that will cover the following topics:
          • Banking & Borrowing
          • Creating & Maintaining a Realistic Budget
          • Building Good Credit
          • How to create an action plan for your future
          • An in depth look at your credit, income, and assets
          Attendance at all four classes is required.

             

             

             

            • August 25, 2010
            • 05:00 PM - 06:00 PM
            • Burroughs Community Center, 2470 Faifield Avenue, Bridgeport, CT 06605

            Have you ever tried to prepare a budget to guide you in managing your expenditures?  Did you get lost and frustrated and finally give up?  This session is intended to take some of the mystery out of budgeting and give you practical ways to prepare a personal budget that you might just use.

            • August 25, 2010
            • 06:30 PM - 07:30 PM
            • Norwalk Housing Authority site - Leroy Downs Apts. Community Room 26 Monroe Street, Norwalk, CT 06854

            Your credit history is a very important part of your financial life. It can determine whether you can buy a house or a car, and how much you will pay for it. This workshop will give you some tips on where an how you can repair your credit.

            • August 26, 2010
            • 05:00 PM - 07:00 PM
            • Bridgeport Housing Authority site - Harborview 376 East Main Street, Bridgeport, CT 06608

            Estate planning is never an easy process, but this process will eliminate uncertainties and shorten your time spent in probate court. This class will walk you through some simple steps for creating an estate plan that will put your mind at ease.

            Join us for part 2 to have all of your questions and concerns addresses.

             

            • August 26, 2010
            • 07:30 PM - 08:30 PM
            • Wallingford Senior Center, 238 Washington St, Wallingford, CT 06492

            This class will teach you: the three different savings accounts you need, becoming a Owner instead of a Loaner, compound interest and how it helps your money grow, long-term retirement savings strategies, tax deffered vs. taxable investments, the high cost of waiting to save, and making your money last through retirement.

            • August 28, 2010
            • 09:00 AM - 05:00 PM
            • Bridgeport Neighborhood Trust, 240 Fairfield Avenue, 3rd Floor, Bridgeport, CT
            This class is geared toward people who are interested in purchasing their first home.  If the course is completed you will receive a pre-purchase certificate, which may help you find a lower interest rate loan. Instructors will cover the following topics:

            • Advantages & Disadvantages of Homeownership
            • The extended First Time Homebuyer Federal Tax Credit
            • How to establish and maintain a spending plan
            • How to maintain a good credit score
            • How to shop for a home, negotiate the purchase contract, home inspections, and appraisals
            • Overview of a mortgage application, the approval, and closing process
            • Type of home insurance
            • How to protect your home once you make the purchase
            • Foreclosure prevention and avoiding predatory lenders
            Complimentary breakfast and lunch are provided.
            • August 31, 2010
            • 10:00 AM - 12:00 PM
            • Bridgeport Housing Authority site - Harborview 376 East Main Street, Bridgeport, CT 06608

            Continuing from Simple Steps to Estate Planning (part 1); the object of this class is to cover simple myths, and answer all of your questions and concerns about Estate Planning.  Everyone will have a clear understanding of how Estate Planning works and how to put an Estate Plan into action.

            • August 31, 2010
            • 10:00 AM - 12:30 PM
            • Co-Opportunity, 20-28 Sargeant Street, Hartford, CT 06105
            This class will provide information on local, statewide, and national foreclosure prevention resources.  Including:
            • Loan restructuring options that are available through local banks, CHFA, and HUD
            • Alternative options to foreclosure, such as, repayment plans, forbearance, modifications, short sales, bankruptcy, and deed in lieu of foreclosure
            • Foreclosure and credit laws

            • August 31, 2010
            • 05:30 PM - 07:30 PM
            • New Life Corporation, 540 Ella T. Grasso Blvd., Bldg. #2, New Haven, CT
            • 10

            The goal of this workshop is to help students formulate goals, prioritize spending and develop realistic spending plans.  The instructor offers ideas on simple methods to track spending and maintain better personal records.  You will have the opportunity to discuss how to change the way you use money, as well as look at what are needs versus wants.  You will leave the class with  a budget and action plan.

            • August 31, 2010
            • 05:30 PM - 06:30 PM
            • FSW, Inc 475 Clinton Avenue, Bridgeport, CT

            Closing remarks and open discussion on the financial education series and personal financial situations.

            Part 6 of 6

            • September 01, 2010
            • 05:30 PM - 08:30 PM
            • Co-opportunity, 20-28 Sergeant Street, Hartford, CT 06105
            This workshop is ONLY for those who have applied for a CHFA mortgage. 

            This three hour course reviews what happens once you have applied for the mortgage, the ins and outs of working with CHFA, a review of the closing process, budgeting process and a look at maintaining your new home.


            • September 02, 2010
            • 12:00 PM - 01:00 PM
            • FSW, Inc 475 Clinton Avenue, Bridgeport, CT

            Closing remarks and open discussion on the financial education series and personal financial situations.

            Part 6 of 6

            • September 07, 2010
            • 05:30 PM - 08:00 PM
            • Co-opportunity, Inc. 20-28 Sargeant Street, Hartford, CT 06105
            This is the first in a four week series of classes that will cover the following topics:
            • Banking & Borrowing
            • Creating & Maintaining a Realistic Budget
            • Building Good Credit
            • How to create an action plan for your future
            • An in depth look at your credit, income, and assets
            Attendance at all four classes is required.

               

               

               

              • September 07, 2010
              • 06:00 PM - 08:00 PM
              • Burroughs Community Center, 2470 Fairfield Avenue, Bridgeport, CT 06605

              Are you always wondering why you don't have enough money to last the entire month?  This class will teach you how to create a successful budget plan that will allow you to have enough money at the end of every month.  We will discuss the basic elements of a budget and how to create a monthly budget plan.

              • September 08, 2010
              • 10:30 AM - 11:30 PM
              • Meriden Senior Center, 22 West Main St, Meriden, CT

              A key part to managing your financial journey is knowing where you have been.  This class provides you with a comprehensive record detailing the value of your assests and where to find important documents when you need them.

              • September 13, 2010
              • 06:00 PM - 07:00 PM
              • Brookfield Social Services 100 Pocono Road, Brookfield, CT 06804

              Learning how to save money in this economy is important, come join us and learn how.

              • September 14, 2010
              • 05:00 PM - 07:00 PM
              • Bridgeport Housing Authority site - Harborview 376 East Main Street, Bridgeport, CT 06608

              Continuing from Simple Steps to Estate Planning (part 1); the object of this class is to cover simple myths, and answer all of your questions and concerns about Estate Planning.  Everyone will have a clear understanding of how Estate Planning works and how to put an Estate Plan into action.

              • September 14, 2010
              • 05:30 PM - 08:00 PM
              • Co-opportunity, Inc. 20-28 Sargeant Street, Hartford, CT 06105
              Part 2 of 4 in a series of weekly classes that will cover the following topics:
              • Banking & Borrowing
              • Creating & Maintaining a Realistic Budget
              • Building Good Credit
              • How to create an action plan for your future
              • An in depth look at your credit, income, and assets
              Attendance at all four classes is required.

                 

                 

                 

                • September 14, 2010
                • 06:00 PM - 08:30 PM
                • Co-Opportunity, 20-28 Sargeant Street, Hartford, CT 06105
                This class will provide information on local, statewide, and national foreclosure prevention resources.  Including:
                • Loan restructuring options that are available through local banks, CHFA, and HUD
                • Alternative options to foreclosure, such as, repayment plans, forbearance, modifications, short sales, bankruptcy, and deed in lieu of foreclosure
                • Foreclosure and credit laws

                • September 15, 2010
                • 05:30 PM - 07:30 PM
                • Co-opportunity, 20 - 28 Sergeant Street Hartford, CT 06105

                The goal of this workshop is to help students formulate goals, prioritize spending and develop realistic spending plans.  The instructor offers ideas on simple methods to track spending and maintain better personal records. 


                You will have the opportunity to discuss how to change the way you use money, as well as look at what are needs versus wants.  You will leave the class with  a financial action plan.

                • September 15, 2010
                • 06:00 PM - 08:00 PM
                • Bridgeport Neighborhood Trust, 240 Fairfield Avenue, 3rd Floor, Bridgeport, CT
                Vista general sobre el proceso de comprar casa. Aprender  los estos cosas:
                • El beneficio de las clases educationales para la compra de casa
                • El papel del agente inmobiliario
                • Programa de hipoteca y desembolso inicial para el primer comprador
                • Procediemineto del cierre

                Llamar (203) 332-7977 con preguntas sobre el clase.
                • September 16, 2010
                • 10:00 AM - 12:00 PM
                • Bridgeport Housing Authority site - Fireside 75 Stewart Street, Bridgeport, CT 06610

                Estate planning is never an easy process, but this process will eliminate uncertainties and shorten your time spent in probate court. This class will walk you through some simple steps for creating an estate plan that will put your mind at ease.

                Join us for part 2 to have all of your questions and concerns addresses.

                 

                • September 18, 2010
                • 09:00 AM - 05:00 PM
                • Co-opportunity, 20 - 28 Sergeant Street Hartford, CT 06105
                Instructors in this workshop will review the pros and cons of homeownership and provide an overview of the home buying process.  Participants learn about the key players in the process and the true costs of a mortgage payment.  The workshop begins with a 10 question assessment to determine the participant’s knowledge of homeownership.  This course is open to all.

                The course covers the following topics:
                • Shopping for a Home
                • Getting a Loan
                • Keeping Your Home and Managing Your Finances

                • September 20, 2010
                • 06:00 PM - 07:00 PM
                • Brookfield Social Services, 100 Pocono Road, Brookfield, CT 06804

                Learn ways to save IDA accounts and grow your money.

                • September 21, 2010
                • 03:00 PM - 05:00 PM
                • Bridgeport Housing Authority site - Fireside 75 Stewart Street, Bridgeport, CT 06610

                Estate planning is never an easy process, but this process will eliminate uncertainties and shorten your time spent in probate court. This class will walk you through some simple steps for creating an estate plan that will put your mind at ease.

                Join us for part 2 to have all of your questions and concerns addresses.

                 

                • September 21, 2010
                • 05:00 PM - 06:00 PM
                • Burroughs Community Center, 2470 Fairfield Avenue, Bridgeport, CT 06605

                How to set up your financial household as a married couple.  In this class we will discuss the topics you and your spouse should discuss to create a successful financial household together as a couple.

                • September 21, 2010
                • 05:30 PM - 08:00 PM
                • Co-opportunity, Inc. 20-28 Sargeant Street, Hartford, CT 06105
                Part 3 of 4 in a series of weekly classes that will cover the following topics:
                • Banking & Borrowing
                • Creating & Maintaining a Realistic Budget
                • Building Good Credit
                • How to create an action plan for your future
                • An in depth look at your credit, income, and assets
                Attendance at all four classes is required.

                   

                   

                   

                  • September 23, 2010
                  • 10:00 AM - 12:00 PM
                  • Bridgeport Housing Authority site - Fireside 75 Stewart Street, Bridgeport, CT 06610

                  Continuing from Simple Steps to Estate Planning (part 1); the object of this class is to cover simple myths, and answer all of your questions and concerns about Estate Planning.  Everyone will have a clear understanding of how Estate Planning works and how to put an Estate Plan into action.

                  • September 25, 2010
                  • 09:00 AM - 05:00 PM
                  • Bridgeport Neighborhood Trust, 240 Fairfield Avenue, 3rd Floor, Bridgeport, CT
                  This class is geared toward people who are interested in purchasing their first home.  If the course is completed you will receive a pre-purchase certificate, which may help you find a lower interest rate loan. Instructors will cover the following topics:

                  • Advantages & Disadvantages of Homeownership
                  • The extended First Time Homebuyer Federal Tax Credit
                  • How to establish and maintain a spending plan
                  • How to maintain a good credit score
                  • How to shop for a home, negotiate the purchase contract, home inspections, and appraisals
                  • Overview of a mortgage application, the approval, and closing process
                  • Type of home insurance
                  • How to protect your home once you make the purchase
                  • Foreclosure prevention and avoiding predatory lenders
                  Complimentary breakfast and lunch are provided.
                  • September 27, 2010
                  • 06:00 PM - 07:00 PM
                  • Brookfield Social Services, 100 Pocono Road, Brookfield, CT 06804

                  Understand the benefits of budgeting and how to use a budgeting tool.

                  • September 28, 2010
                  • 10:00 AM - 12:30 PM
                  • Co-Opportunity, 20-28 Sargeant Street, Hartford, CT 06105
                  This class will provide information on local, statewide, and national foreclosure prevention resources.  Including:
                  • Loan restructuring options that are available through local banks, CHFA, and HUD
                  • Alternative options to foreclosure, such as, repayment plans, forbearance, modifications, short sales, bankruptcy, and deed in lieu of foreclosure
                  • Foreclosure and credit laws

                  • September 28, 2010
                  • 03:00 PM - 05:00 PM
                  • Bridgeport Housing Authority site - Fireside 75 Stewart Street, Bridgeport, CT 06610

                  Continuing from Simple Steps to Estate Planning (part 1); the object of this class is to cover simple myths, and answer all of your questions and concerns about Estate Planning.  Everyone will have a clear understanding of how Estate Planning works and how to put an Estate Plan into action.

                  • September 28, 2010
                  • 05:30 PM - 08:00 PM
                  • Co-opportunity, Inc. 20-28 Sargeant Street, Hartford, CT 06105
                  Part 4 of 4 in a series of weekly classes that will cover the following topics:
                  • Banking & Borrowing
                  • Creating & Maintaining a Realistic Budget
                  • Building Good Credit
                  • How to create an action plan for your future
                  • An in depth look at your credit, income, and assets
                  Attendance at all four classes is required.

                     

                     

                     

                    • September 29, 2010
                    • 06:00 PM - 08:00 PM
                    • Bridgeport Neighborhood Trust, 240 Fairfield Avenue, 3rd Floor, Bridgeport, CT
                    This class is geared toward home owners who are interested in making affordable updates to their house.  Topics covered will include:
                    • Basic Do-It-Yourself Home Repair Techniques
                    • Seasonal Maintenance
                    • Tips on When to Hire a Contractor
                    • Energy Conservation Tips
                    • Home Warranties
                    • Home Improvement Programs
                    • Grant Warranties for Home Improvement
                    Questions about this course should be directed to Beverly Hoppie at 203-332-7977.
                    • September 30, 2010
                    • 10:00 AM - 12:00 PM
                    • Bridgeport Housing Authority site - Fireside(2) 730 Palisades Avenue, Bridgeport, CT 06610

                    Estate planning is never an easy process, but this process will eliminate uncertainties and shorten your time spent in probate court. This class will walk you through some simple steps for creating an estate plan that will put your mind at ease.

                    Join us for part 2 to have all of your questions and concerns addresses.

                     

                    • September 30, 2010
                    • 05:30 PM - 07:00 PM
                    • Westport Senior Center, 21 Imperial Street, Westport, CT 06880

                    The only way to compete with an ever-changing market environment is to be active. Constant fluctuations in the stock market have made the financial planning process quite challenging. In this seminar, we will discuss:

                     

                    • Overall strategy on how to be an active player in your overall financial health.
                    • Recommendations of other professionals to include your financial plan.
                    • Long term care insurance
                    • September 30, 2010
                    • 07:30 PM - 08:30 PM
                    • Wallingford Senior Center, 238 Washington St, Wallingford, CT 06492

                    Wise financial management requires a series of daily choices.  With a spending plan, your choices are prioritized to help you stay on track and follow the plan.  This class will teach you about the importance of a spending plan so that you can reach your financial goals.

                    • October 04, 2010
                    • 12:45 PM - 01:30 PM
                    • Darien Senior Center, 10 Edgerton Drive, Darien, CT 06820

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 This This TaxTalks seminar will discuss the latest tax updates  and information.                                                                                                                                                                                                            

                    • October 04, 2010
                    • 06:00 PM - 07:00 PM
                    • Brookfield Social Services, 100 Pocono Road, Brookfield, CT 06804

                    Have you ever tried to prepare a budget to guide you in managing your expenditures?  Did you get lost and frustrated and finally give up?  This session is intended to take some of the mystery out of budgeting and give you practical ways to prepare a personal budget that you might just use.

                    • October 05, 2010
                    • 03:00 PM - 05:00 PM
                    • Bridgeport Housing Authority site - Fireside(2) 730 Palisades Avenue, Bridgeport, CT 06610

                    Estate planning is never an easy process, but this process will eliminate uncertainties and shorten your time spent in probate court. This class will walk you through some simple steps for creating an estate plan that will put your mind at ease.

                    Join us for part 2 to have all of your questions and concerns addresses.

                     

                    • October 05, 2010
                    • 06:00 PM - 08:00 PM
                    • Burroughs Community Center, 2470 Fairfield Avenue, Bridgeport, CT 06605

                    This session will provide an overview of managing your money

                    • October 07, 2010
                    • 10:00 AM - 12:00 PM
                    • Bridgeport Housing Authority site - Fireside(2) 730 Palisades Avenue, Bridgeport, CT 06610

                    Continuing from Simple Steps to Estate Planning (part 1); the object of this class is to cover simple myths, and answer all of your questions and concerns about Estate Planning.  Everyone will have a clear understanding of how Estate Planning works and how to put an Estate Plan into action.

                    • October 07, 2010
                    • 05:30 PM - 07:00 PM
                    • Westport Senior Center, 21 Imperial Street, Westport, CT 06880

                    In this seminar, we will discuss:

                    • The preparation of a plan of administration and disposition of one's estate using a will, trusts, gifts, power of attorney
                    • The current state and federal estate tax laws and how they impact you
                    • Have you updated your beneficiary information
                    • October 12, 2010
                    • 03:00 PM - 05:00 PM
                    • Bridgeport Housing Authority site - Fireside(2) 730 Palisades Avenue, Bridgeport, CT 06610

                    Continuing from Simple Steps to Estate Planning (part 1); the object of this class is to cover simple myths, and answer all of your questions and concerns about Estate Planning.  Everyone will have a clear understanding of how Estate Planning works and how to put an Estate Plan into action.

                    • October 14, 2010
                    • 10:00 AM - 12:00 PM
                    • Fairfield Senior Center, 100 Mona Terrace, Fairfield, CT 06824
                    With the economy being the way it is, those individuals headed for retirement are wondering how they will make this all work. This seminar will discuss income solutions for your retirement. Don't miss it!
                    • October 14, 2010
                    • 05:00 PM - 06:00 PM
                    • Burroughs Community Center 2470 Faifield Avenue, Bridgeport, CT 06605

                    Learn what identity theft is and how you can protect your identity. This seminar will also look at the ways your identity could be stolen, the signs of identity theft, and steps to take when you become a victim of identity theft.

                    • October 14, 2010
                    • 05:30 PM - 07:00 PM
                    • Westport Senior Center, 21 Imperial Street, Westport, CT 06880

                    The Trends in Real Estate class will discuss...

                    • The current market - What does it look like?
                    • Tax rates on homes keep going up - where's the assistance?
                    • October 14, 2010
                    • 06:00 PM - 08:00 PM
                    • Bridgeport Neighborhood Trust, 240 Fairfield Avenue, 3rd Floor, Bridgeport, CT
                    This class will provide information on local, statewide, and national foreclosure prevention resources.  Including:
                    • Loan restructuring options that are available through local banks, CHFA, and HUD
                    • Alternative options to foreclosure, such as, repayment plans, forbearance, modifications, short sales, bankruptcy, and deed in lieu of foreclosure
                    • Foreclosure and credit laws
                    • October 19, 2010
                    • 06:00 PM - 08:00 PM
                    • Burroughs Community Center, 2470 Fairfield Avenue, Bridgeport, CT 06605

                    Learn ways to save IDA accounts and grow your money.

                    • October 21, 2010
                    • 05:30 PM - 07:00 PM
                    • Westport Senior Center, 21 Imperial Street, Westport, CT 06880

                    Roundtable Discussion

                     

                    Attendees may have many questions and concerns about finances. This will be an opportunity to answer any questions and to allow for open discussion.

                    • October 23, 2010
                    • 07:30 AM - 02:00 PM
                    • Connecticut Convention Center

                    Join the Hartford YWCA for its annual Money Conference for Women.  The following will workshops will be offered:


                    • Money Matters: Basic Budgeting
                    • Your Financial Makeover: Real Tips and Tools
                    • Getting Started in Investing
                    • Advanced Investing and Estate Planning Basics
                    • Retirement Planning: A Reality Check
                    • Preparing for Homeownership
                    • Protecting your Assets
                    • Making Debt and Credit Work for you
                    • Making it on your own: Financial independence for young women
                    • Energy Matters
                    For more information go to: http://www.ctmoneyconferenceforwomen.com/
                    • October 30, 2010
                    • 09:00 AM - 05:00 PM
                    • Bridgeport Neighborhood Trust, 240 Fairfield Avenue, 3rd Floor, Bridgeport, CT
                    This class is geared toward people who are interested in purchasing their first home.  If the course is completed you will receive a pre-purchase certificate, which may help you find a lower interest rate loan. Instructors will cover the following topics:

                    • Advantages & disadvantages of home ownership
                    • Budgeting and understanding credit
                    • Different types of mortgages including CHFA & FHA
                    • Overview of a mortgage application, the approval, and closing process
                    • Keeping your home
                    • Basic home maintenance tips
                    • Managing your finances 
                    Complimentary breakfast and lunch are provided.
                    • November 09, 2010
                    • 06:00 PM - 08:00 PM
                    • Burroughs Community Center, 2470 Fairfield Avenue, Bridgeport, CT 06605

                    Learn the use of credit report, how to order, read and repair your credit. Building a credit history via credit cards, and how they can work for and against you.

                    • November 11, 2010
                    • 05:00 PM - 06:00 PM
                    • Burroughs Community Center 2470 Fairfield Avenue, Bridgeport, CT 06605

                    Which One to Buy? - In this class we will discuss the pros and cons of Term and Cash Value life insurance policies and which one would be the best to buy for your families needs.

                    • November 13, 2010
                    • 09:00 AM - 05:00 PM
                    • Bridgeport Neighborhood Trust, 240 Fairfield Avenue, 3rd Floor, Bridgeport, CT
                    This class is geared toward people who are interested in purchasing their first home.  If the course is completed you will receive a pre-purchase certificate, which may help you find a lower interest rate loan. Instructors will cover the following topics:

                    • Advantages & Disadvantages of Homeownership
                    • The extended First Time Homebuyer Federal Tax Credit
                    • How to establish and maintain a spending plan
                    • How to maintain a good credit score
                    • How to shop for a home, negotiate the purchase contract, home inspections, and appraisals
                    • Overview of a mortgage application, the approval, and closing process
                    • Type of home insurance
                    • How to protect your home once you make the purchase
                    • Foreclosure prevention and avoiding predatory lenders
                    Complimentary breakfast and lunch are provided.
                    • November 17, 2010
                    • 06:00 PM - 08:00 PM
                    • Bridgeport Neighborhood Trust, 240 Fairfield Avenue, 3rd Floor, Bridgeport, CT
                    This class is geared toward people who have just purchased a home and need to take a look at their household budget.  Topics covered will include:
                    • Financial Planning 101 for the New Home Owner
                    • Maintaining a Workable Household Budget
                    • Planning for Your Mortgage
                    • Tax Deductions & Estate Planning
                    • Insurance Options
                    • Record Keeping
                    Questions about this course should be directed to Beverly Hoppie at 203-332-7977.
                    • November 23, 2010
                    • 06:00 PM - 08:00 PM
                    • Burroughs Community Center, 2470 Fairfield Avenue, Bridgeport, CT 06605

                    Recognize all the typed and amounts of debt you have now and assess whether you’re overloaded. Set up a plan to reduce or eliminate debt and avoid piling it on again in the future.

                    • December 07, 2010
                    • 06:00 PM - 08:00 PM
                    • Burroughs Community Center, 2470 Fairfield Avenue, Bridgeport, CT 06605

                    Learn about types of loans, value of credit, and the effect of interest rates on loans and credit cards.

                    • December 09, 2010
                    • 05:00 PM - 06:00 PM
                    • Burroughs Community Center 2470 Fairfield Avenue, Bridgeport, CT 06605

                    What you don't know about your debt may hurt you.  In this class we will discuss the hidden dangers of debt and what questions to ask when applying for a credit card, a personal loan, car loan or mortgage.  We will also discuss the importance of your credit score and indentify theft.

                    • December 11, 2010
                    • 09:00 AM - 05:00 PM
                    • Bridgeport Neighborhood Trust, 240 Fairfield Avenue, 3rd Floor, Bridgeport, CT
                    This class is geared toward people who are interested in purchasing their first home.  If the course is completed you will receive a pre-purchase certificate, which may help you find a lower interest rate loan. Instructors will cover the following topics:

                    • Advantages & Disadvantages of Homeownership
                    • The extended First Time Homebuyer Federal Tax Credit
                    • How to establish and maintain a spending plan
                    • How to maintain a good credit score
                    • How to shop for a home, negotiate the purchase contract, home inspections, and appraisals
                    • Overview of a mortgage application, the approval, and closing process
                    • Type of home insurance
                    • How to protect your home once you make the purchase
                    • Foreclosure prevention and avoiding predatory lenders
                    Complimentary breakfast and lunch are provided.

                   
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