News

September 23, 2015

Fall Financial Classes at Sunmark

Sunmark is happy to announce our Fall Seminar Series! These FREE seminars, featuring Sunmark experts, have been created to help guide you on the path of financial success. See the descriptions of each seminar below, and select the FREE seminars you would like to attend. All seminars in the Fall Seminar Series begin promptly at 6pm.  Please arrive early to enjoy dinner and refreshments.

Creating and Maintaining A Budget

Regardless of your stage in life, a budget remains an essential component to achieving your financial goals.  We’ll walk through the process of creating a realistic budget by reviewing current spending habits, expenses and income.  As a participant you’ll then receive guidance on how to create a savings plan that will assist you in achieving your short- and long-term financial goals.

Protecting Your Personal Information

Identity theft is one of the fastest growing crimes in the United States. Credit card, driver’s license and social security numbers along with other personal information can net criminals thousands of dollars in a short period of time.  Learn more about identity theft and how to protect yourself from this growing crime.

Retirement Planning: The Basics

To ensure a comfortable retirement, it is important to take proper steps during one’s working years. Participants learn how to harness the power of time, how investments can be used to reach long-term goals, and how inflation and taxes will impact available retirement dollars.

Understanding your Credit Report and Credit Score

Mystery surrounds credit reports and credit scores – but we explain them.  By gaining an understanding of what goes into a credit report and how your actions and behaviors affect your credit score, you can ensure a positive credit history.  Participants will learn how to build credit, correct credit mistakes and improve overall financial situations by improving your credit score. Upon completion of this seminar- you’ll have the opportunity to receive a free credit report review with one of our knowledgeable consultants.

Home Buyer Seminar
If you’re in the market for your first home, Sunmark’s FREE homebuyer seminar will get you on your way!

You’ll learn about the homebuying process, plus:

  • How to get a $7,500 grant for your purchase
  • How to buy a house with no down payment
  • Get a free credit evaluation so you know how much you can afford

All seminars in the Fall Seminar Series will take place at the Sunmark Latham Branch, 1187 Troy Schenectady Rd, Latham, NY and begin promptly at 6pm. Learn more here.