Workshops

Advantis offers a wide variety of free financial workshops throughout the year (at least one a month) to answer your questions and help you meet your financial goals. Check back regularly, as we post new workshop dates every three months. Workshops are free, and open to the public. Some of our most popular topics include:
  • First Time Homebuyer
  • Conquering Your Debt
  • Managing Your Money In a Digital World
  • Making the Most of Your Credit
  • Budgeting at Any Age
  • Retirement Readiness (PERS, Social Security, Health care costs, etc.)
See below for a list of upcoming scheduled workshops:
 



Social Security - Getting the Most Out of Your Benefits**

Tuesday, October 24, 2017 - 6:00pm
Belmont Branch
3010 SE Belmont St.
Portland, OR 97214
12
In this introductory session, learn how to access and help increase your benefits, and how to avoid pitfalls that could cost you valuable retirement income.


Making the Most of Your Credit

Tuesday, November 21, 2017 - 6:00pm
Belmont Branch
3010 SE Belmont St.
Portland, OR 97214
29
Did you know that your credit score affects how much you pay for credit? Learn how to maximize your credit score and get the best interest rates when you borrow. We’ll discuss how to repair damaged credit and take specific steps to improve your score. You’ll learn how to order and read a credit report and how to avoid common mistakes that drive your credit score down.


Auto Buying Made Easy

Tuesday, December 19, 2017 - 6:00pm
33
Learn common buyer mistakes, how to come out on top at the dealership, and other factors to consider when buying your next new or used car.

*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. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.