CFTEK ALUMNI NETWORK | VIDEOS

2021-2022 FINANCIAL WORKSHOP VIDEOS

A series of workshops by financial professionals

Saving and Investing – How to get started

Saturday Nov. 6, 2021, 9:30 – 10:30 am

………………………………………………….

Gregory R. Anderson,

Founder and CEO, GRAnderson Wealth Management Inc.

Creating a Personal Budget, Managing Credit Cards, and Understanding Credit Score

Saturday December 4, 2021, 9:30-10:30 am

………………………………………………….

Malcolm R. Evans,

Senior Vice President, UMB Bank

Planning for home ownership (renting vs buying, types of mortgages)

Saturday January 15, 2022, 9:30 – 10:30 am

………………………………………………….

Walter Huff,

CEO The Huff Homeownership Legacy Team at Keller Williams Realty DTC LLC

Investment Basics (stocks, bonds, managed funds, 401(k)s, IRAs)

Saturday, February 5, 2022, 9:30-10:30 am

………………………………………………….

Michelle Marcano-Johnson,

Head of Corporate Compliance, North America, Janus Henderson Investors

Banking Services (mobile banking, virtual wallet, auto loan options and preparing for a career in banking)

Saturday February 19, 9:30-10:30 am

………………………………………………….

Nicole Lavizzo,

SVP-Regional Manager, PNC Bank