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:
 





Retirement Planning for PERS Employees*

Tuesday, March 7, 2017 - 6:00pm
Belmont Branch
3010 SE Belmont St.
Portland, OR 97214
34
Gain a clear picture of the PERS tier 1 system and how your pension fits into a financial plan.


First-Time Home Buying

Tuesday, March 14, 2017 - 6:00pm
Belmont Branch
3010 SE Belmont St.
Portland, OR 97214
4
Take the mystery out of buying your first home. Learn to think like a loan officer. Be prepared before you start shopping by learning how lenders decide how much you can afford, how much savings you need to qualify, and what makes you the ideal borrower.

*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.