2021 Financial Wellness Workshops Schedule

Managing Debt:

Tuesday, February 9, 2021

Host: Deborah Graham, Engagement Specialist and Community Development and Investment at Capital One

Topic: This workshop aims to share a broader review of debt by underlying important concepts and sharing best practices to reduce and manage debt. This webinar describes skills to understand debt, debt related to credit, the impacts of debt, different types of debt, fees and methods to reduce debt. Additionally, participants can learn information on collection accounts, the debt cycle, debt collectors and medical bills.

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Energy Efficiency

Wednesday, March 10, 2021; 6p.m.

Host: Brandon Muetzel, Entergy Solutions

Topic: This webinar offers participants to learn about a comprehensive energy efficiency program for Entergy customers in Orleans Parish. Energy Smart helps Entergy New Orleans electric customers save energy and money through free energy assessments and rebates on a variety of energy efficiency appliances and upgrades. 

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When Income Decreases, But Bills Don’t

Wednesday, March 31, 2021; 5p.m.

Host: Beatriz Mauersberg, Financial Education Specialist with Money Management International

Topic: An unexpected loss of income can be devastating. This workshop teaches participants strategies to help “stay afloat” in the face of a sudden decrease in income resulting from issues such as job loss, divorce, injury, or illness. Participants will learn skills to assess their financial situation, analyze available resources to set financial priorities, build a plan to handle financial shortfall, and contact their creditors and discuss potential hardship programs.

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Mortgage Lending 101

Wednesday, April 20, 2021; 3p.m.

Host: Pam Gaudet, Mortgage Loan Officer with Iberia Bank

Topic: This webinar provides insight into the mortgage lending process. This includes expectations when meeting with a lender, mortgage pre-qualifications, closing costs, insurance information, and loan products available at Iberia Bank.

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Credit 101

Wednesday, May 12, 2021; 3p.m.

Hosts: Deborah Graham & Lisa Ardis-Hendrix, Engagement Specialists in Community Development with Capital One

Topic: This workshop covers important concepts and strategies regarding credit. Learn basics on credit, scores, reports, and how that relates to debt. Additionally, the workshop will cover general strategies to build, rebuild, manage and improved credit.

Wednesday, June 2, 2021; 4p.m.

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Building Savings

Host: Beatriz Mauersberg, Financial Education Specialist with Money Management International

Topic: Without savings, unexpected events can wreak havoc on a budget. This workshop motivates participants to save and provide tools to create and grow an emergency savings account and plan to meet financial goals. Additionally, participants can learn to prioritize savings and emergency funds, build saving strategies and reduce spending.

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Home Maintenance

Thursday, June 24, 2021; 5:30p.m.

Host: Russell Preston: Home Repair Program Manager with Habitat for Humanity Home Repair Program

Topic: This workshop discusses home maintenance and repair, basic tools and supplies, home maintenance checklists, common issues and opportunities through the New Orleans Habitat for Humanity repair programs.

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Homeownership

Wednesday, July 14, 2021; 5p.m.

Host: Deborah Graham: Engagement Specialist in Community Development at Capital One.

Topic: This webinar covers the importance of homeownership, key terms related to mortgages, debt-to-income ratios, budgeting and saving, and the mortgage process. Participants will get the opportunity to participate in the “What is my debt-to-income ratio?” activity. Participants will begin to establish their toolkit on homeownership with terms and practices that will assist in the mortgage/homeownership process.

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Managing Your Student Loan Debt

Wednesday, August 18, 2021; 5p.m.

Host: Beatriz Mauersberg: Financial Education Specialist with Money Management International.

Topic: Student loan debt is an increasing source of debt for many Americans, learning to manage this debt is crucial to build a strong financial future. This workshop provides information to identify repayment plans for multiple situations, explain consequences of loan default, identify short-term solutions to avoid default and manage the impact of other life events to keep loans in good standing.

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Creating Wealth

Tuesday, September 21, 2021; 1p.m.

Host: Beatriz Mauersberg: Financial Education Specialist with Money Management International.

Topic: Plan and commit to achieve your financial goals through this workshop. It covers risks and savings of investment platforms, risk reduction through diversification and asset allocation, retirement investment, and choosing the right financial professional for your needs.

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Homeowner Options

Thursday, October 7, 2021; 4p.m.

Host: Beatriz Mauersberg: Financial Education Specialist with Money Management International.

Topic: When hardships arise, it may be difficult or impossible to maintain financial responsibilities related to owning a home. This webinar supports struggling homeowners in exploring the options available to save their home from foreclosure and more. This webinar allows participants to assess finances to determine their ability to recover, create a plan to address current challenges, find and apply for mortgage relief programs and navigate the foreclosure process with success.

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Budgeting 101

Tuesday, October 26, 2021; 1p.m.

Host: Deborah Graham: Engagement Specialist in Community Development at Capital One.

Topic: This workshop covers best practices to create a budget, strategies to track spending, understand and increase income, including strategies to reduce expenses. Participants can learn what type of spender they are through an activity including SMART goals and their daily spending sheet. This webinar reviews the connection between budgeting and planning. This workshop provides participants with a review on how budgeting relates to your financial goals and best practices on budgeting for better planning.

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Homeownership

Wednesday, November 17, 2021; 4p.m.

Host: Deborah Graham: Engagement Specialist in Community Development at Capital One.

Topic: This webinar covers the importance of homeownership. Participants will learn key terms regarding mortgages, how credit impacts mortgage, understanding debt-to-income ratios, budgeting/savings as it relates to homeownership, and understanding the mortgage process. This webinar provides key terms, best practices and helpful materials including a debt to income ratio activity as part of a toolkit of important information on homeownership.

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Credit Voyage

Tuesday, December 14, 202; 1pm:

Host: Deborah Graham, Engagement Specialist and Community Development and Investment at Capital One

Topic: Credit Voyage encourages people to build reminders for their next steps. This webinar defines credit, credit scores and the relation to your financial goals. Participants will learn information on the borrowing costs of money, the impacts on debt and strategies to keep best practices. Participants can engage in activities to identify goals and strategies in their credit plan to build goals, strategize and plan next steps. This webinar covers behavioral economics tools to incite change and an interactive presentation for participants to identify goals, review financial impacts of credit and plan the next steps to take.

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