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:
 




First-Time Home Buying

Tuesday, May 16, 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.


Social Security - A Look at the Bigger Picture**

Thursday, May 25, 2017 - 6:00pm
Belmont Branch
3010 SE Belmont St.
Portland, OR 97214
15
Learn how to access and maximize your benefits, and how to avoid pitfalls that could cost you valuable retirement income.


Conquering Your Debt

Tuesday, June 20, 2017 - 6:00pm
Belmont Branch
3010 SE Belmont St.
Portland, OR 97214
30
Whether you already have debt, or are planning a big purchase, this will help you manage all your debt. Learn techniques for managing your debt to minimize the cost, while keeping your long-term goals in mind.

*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.