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:
 



Organize Your Finances

Tuesday, September 12, 2017 - 6:00pm
Belmont Branch
3010 SE Belmont St.
Portland, OR 97214
8
Learn how to get (and keep) your finances organized to help reach your 2017 goals. Topics include managing finances online, emergency/natural disaster preparation, and how to avoid common organizational traps.


Retirement Planning for PERS Employees*

Wednesday, September 20, 2017 - 6:00pm
Belmont Branch
3010 SE Belmont St.
Portland, OR 97214
30
Gain a clear picture of the PERS tier 1 system and how your pension fits into a financial plan.

*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.