Saturday Seminars

Bring on the experts!

Improve your financial IQ with our Saturday Seminars. We bring in the financial experts, coffee and donuts, you bring your questions and concerns. Complimentary seminars are held from 9:00-10:30 AM upstairs in our Largo office on Ulmerton Road (unless otherwise specified).

Space is limited, please call (727) 431-7362 or click on the event below to register.

Roth IRA 2.0 - Changes That Could Alter Your Retirement Strategy

Saturday, May 15, 2010

Presented by Steve Nordbeck, Achieva Financial Planning & Trust Services

This seminar reviews the upside and downside of converting assets from traditional IRAs and former employer retirement plans to a Roth IRA.

Credit Reports

Saturday, June 19, 2010

Presented by Sheri Merrifield, Director of Real Estate Lending, Achieva Credit Union

This informative seminar will cover a variety of topics such as:

-The basics of obtaining and managing credit

-How to improve your credit score

-How to rebuild damaged credit

Your credit score: what does it mean?

Home Buying Seminar

Saturday, July 17, 2010

Presented by Victoria Prast, VP Real Estate Lending, Achieva Credit Union

Purchasing a home can be a confusing and daunting task, for the first-time and seasoned homebuyer alike. This seminar will help guide you through the process, addressing a variety of topics such as applying for a first mortgage, appraisals, home inspections, details about closing, and more.