Washington County - MoneySmart Week Events
 
 
Washington County - MoneySmart Week Events

Please use this page to find events and activities in your community.  It has been set up for your convenience.  We hope you take part in Money Smart Week and improve your money skills. 

Area Chair/Contact

Name of Chair: Tracey Lilly  
Affiliation:        WOW - Workforce Development, Inc. 
Email:              tlilly@morainepark.edu
Phone:             (262-) 335-5311 

List of Wisconsin planning teams and members  (PDF) 

 




Washington County Events

Filter Events by Category

October 4, 2010
Slinger
Managing During Tough Times
Have you been hit hard by a job loss, medical expenses, or problems with your mortgage? Find out strategies to deal with your creditors. Learn about the services available in your community that can help you get through this difficult time.
October 4, 2010
Slinger
Storytime with the Berenstein Bears
Read a storybook "Berenstein Bears" about saving money. Participate in craft projects geared for elementary and preschool children.
October 4, 2010
Slinger
Conservative Investing in Today's Market
Learn how to invest conservatively in today's volatile market.
October 4, 2010
Slinger
Living on a Fixed Income
Do your medical expenses, groceries, and credit card minimums keep going up, but your income stays the same? Find out how to deal with the credit card companies. Discover how to stop the phone calls from the collection agencies. Learn how to save on your monthly expenses.
October 4, 2010
Slinger
Income Solutions for Your Retirement Years
Explore and discuss the pros and cons of various income instruments in today's market place. These include money market accounts, ceritifcates of deposit, bonds, stock, annuities, and more.
October 4, 2010
Slinger
Organize Your Financial Records

Determine what documents to keep, the cost of not getting organized, and how long to keep what records. Also, explore the value of a Financial Notebook and hot it can provide peace of mind for you and your family.

October 4, 2010
Slinger
When I'm 65
This is an informational presentation regarding Medicare insurance, Medicare Advantage plans, Medicare Part D, and Social Security. If you are reaching Medicare age or are wondering about changes in medicare, this presentation is for you.
October 5, 2010
Hartford
Computers on a Shoestring
Need to buy a computer but are on a budget? Learn tips on the various features a computer can offer and what you may need.
October 5, 2010
Hartford
The Road to Home Ownership
A brief seminar discussing the steps of buying a home. We will start with sources for financing, move through the pre-approval process and what information should be brought for the application, and end with the closing process. We will also discuss the costs associated with owning a home.
October 5, 2010
Germantown
Strategies for Spending Less
No matter what your financial situation, there are strategies available to spend less in nearly every expense category of a family budget. For example, the "step-down principle" is a way to make do, not do without. Additional strategies will be shared.
October 5, 2010
Germantown
Getting Out of Debt Faster
Do you want to get out of debt faster and pay fewer $$ in interest? Learn how the Power Pay strategy will reduce your debt in fewer months than minimum payments and with potential savings of hundreds of dollars in interest.
October 5, 2010
Hartford
Beating the Financial Squeeze

This program will provide you with the tools to develop and implement a successful spending plan to help you take control of your financial future.

October 5, 2010
Hartford
Storytime with the Berenstein Bears
Read a storybook "Berenstein Bears" about saving money. Participate in craft projects geared for elementary and preschool children.
October 5, 2010
Germantown
Staycations in Washington County
Learn about tourism in your own backyard! If your finances don't allow you to travel for a vacation this year, consider a "Staycation". Washington County has some surprises in your own neighborhood and you'll learn about the economic impact of the tourism business in the area.
October 5, 2010
Hartford
When I'm 65
This is an informational presentation regarding Medicare insurance, Medicare Advantage plans, Medicare Part D, and Social Security. If you are reaching Medicare age or are wondering about changes in medicare, this presentation is for you.
October 5, 2010
Hartford
Getting Out of Debt Faster
Do you want to get out of debt faster and pay fewer $$ in interest? Learn how the Power Pay strategy will reduce your debt in fewer months than minimum payments and with potential savings of hundreds of dollars in interest.
October 5, 2010
Hartford
Strategies for Spending Less
No matter what your financial situation, there are strategies available to spend less in nearly every expense category of a family budget. For example, the "step-down principle" is a way to make do, not do without. Additional strategies will be shared.
October 5, 2010
Germantown
Income Solutions for Your Retirement Years
Explore and discuss the pros and cons of various income instruments in today's market place. These include money market accounts, ceritifcates of deposit, bonds, stock, annuities, and more.
October 5, 2010
Germantown
Happy Holidays...Even on a Budget!
It is possible to celebrate special occasions and stay within your budget. Join us for a hands-on activity and discussion on how to plan for spending and make sound decisions. You will also receive info about low-cost holiday foods and gifts and will taste a healthy holiday recipe.
October 5, 2010
Germantown
When I'm 65
This is an informational presentation regarding Medicare insurance, Medicare Advantage plans, Medicare Part D, and Social Security. If you are reaching Medicare age or are wondering about changes in medicare, this presentation is for you.
October 5, 2010
Hartford
The Road to Home Ownership
A brief seminar discussing the steps of buying a home. We will start with sources for financing, move through the pre-approval process and what information should be brought for the application, and end with the closing process. We will also discuss the costs associated with owning a home.
October 6, 2010
Kewaskum
Income Solutions for Your Retirement Years
Explore and discuss the pros and cons of various income instruments in today's market place. These include money market accounts, ceritifcates of deposit, bonds, stock, annuities, and more.
October 6, 2010
Germantown
Fraud BINGO
Come and play BINGO! The theme will be fraud and fraud prevention. Learn tips to help identify fraud, how to prevent it, and what to do if you fall victim to it.
October 6, 2010
Kewaskum
Getting The Job You Want
Learn how to find jobs in any kind of market, develop a personalized network for your search and locate job openings before they reach the general public.
October 6, 2010
Kewaskum
Conservative Investing in Today's Market
Learn how to invest conservatively in today's volatile market.
October 6, 2010
Kewaskum
Getting Out of Debt Faster
Do you want to get out of debt faster and pay fewer $$ in interest? Learn how the Power Pay strategy will reduce your debt in fewer months than minimum payments and with potential savings of hundreds of dollars in interest.
October 6, 2010
Kewaskum
Strategies for Spending Less
No matter what your financial situation, there are strategies available to spend less in nearly every expense category of a family budget. For example, the "step-down principle" is a way to make do, not do without. Additional strategies will be shared.
October 6, 2010
Kewaskum
When I'm 65
This is an informational presentation regarding Medicare insurance, Medicare Advantage plans, Medicare Part D, and Social Security. If you are reaching Medicare age or are wondering about changes in medicare, this presentation is for you.
October 7, 2010
West Bend
Long-Term Care

Presentation includes basic rules for single persons and married persons, the Community Spouse roles, assets vs income determinations, available exemptions, how long term care planning changes estate plans (preserving assets for adult children) and Wisconsin Lien Recovery Rules.

October 7, 2010
West Bend
Debt Reduction Made Easier

Learn tips and strategies to lower your debt.

October 7, 2010
West Bend
Parents: How to Be a Good Financial Role Model
Learn to set realistic and effective savings goals. Know your cash flow and living expenses. Be informed about college costs and look at all the funding available. Learn how to take a hands-on approach for financial role modeling and how to adapt it as they grow.
October 7, 2010
West Bend
Estate Planning
Presentation includes what constitutes a good estate plan, Living Trust vs will-based estate plans, and probate avoidance techniques. Discussion of powers of attorney, both financial and health care, when probate is required and what assets are subject to probate administration, including costs and procedure outline of probate administration.
October 7, 2010
West Bend
Understanding Medicare D
This presentation will provide an overview of the program with tips to make sure you are not paying more than necessary for your medications. Changes are occurring beginning in 2011 and these will be reviewed as well.
October 7, 2010
West Bend
A Woman's Guide to Wealth
This presentation will discuss the important concepts of growing, protecting, preserving, and transitioning your wealth for women of all ages.
October 7, 2010
West Bend
Happy Holidays...Even on a Budget!
It is possible to celebrate special occasions and stay within your budget. Join us for a hands-on activity and discussion on how to plan for spending and make sound decisions. You will also receive info about low-cost holiday foods and gifts and will taste a healthy holiday recipe.
October 7, 2010
West Bend
Conservative Investing in Today's Market
Learn how to invest conservatively in today's volatile market.
October 7, 2010
West Bend
When I'm 65
This is an informational presentation regarding Medicare insurance, Medicare Advantage plans, Medicare Part D, and Social Security. If you are reaching Medicare age or are wondering about changes in medicare, this presentation is for you.
October 7, 2010
West Bend
Income Solutions for Your Retirement Years
Explore and discuss the pros and cons of various income instruments in today's market place. These include money market accounts, ceritifcates of deposit, bonds, stock, annuities, and more.
October 7, 2010
West Bend
Computers on a Shoestring
Need to buy a computer but are on a budget? Learn tips on the various features a computer can offer and what you may need.
October 7, 2010
West Bend
Organize Your Financial Records

Determine what documents to keep, the cost of not getting organized, and how long to keep what records. Also, explore the value of a Financial Notebook and how it can provide peace of mind to you and your family.

October 7, 2010
West Bend
Beating the Financial Squeeze

This program will provide you with the tools to develop and implement a successful spending plan to help you take control of your financial future.

October 7, 2010
West Bend
Funeral Pre-Planning
Become a more informed consumer when planning your funeral while learning how to protect your pre-funded plan from Title 19.
October 8, 2010
Jackson
Fraud BINGO
Come and play BINGO! The theme will be fraud and fraud prevention. Learn tips on help identify fraud, how to prevent it, and what to do if you fall victim to it. 
October 8, 2010
West Bend
Fraud BINGO
Come and play BINGO! The theme will be fraud and fraud prevention. Learn tips on help identify fraud, how to prevent it, and what to do if you fall victim to it. 
October 8, 2010
Hartford
Fraud BINGO
Come and play BINGO! The theme will be fraud and fraud prevention. Learn tips on help identify fraud, how to prevent it, and what to do if you fall victim to it.