Acceptance Home Mortgage Corp.
Business: Acceptance Home Mortgage Corp.
Contact: Roberto Torres
Phone: 257-8845
Email Roberto Torres
Availability: Monday - Friday, AM and PM
Bilingual
Age Level: Teachers, Parents
Length of Presentation: flexible
Brief description: Process for buying a home and obtaining a mortgage loan. All steps and process to help teachers, staff and parents.
Hartland Financial Institute
Business: Hartland Financial Institute
Contact: Silvia Chamlee
Phone: 256-3521
Email Silvia Chamlee
Availability: Monday thru Friday, AM or PM
English, Spanish, Bilingual
Age Level: Middle and High School, Teachers, Parents
Length of Presentation: 60 minutes
Brief description: Depending on group: 1) College planning and preparation. 2) 10 most common blind spots related to retirement planning and preparation. Hartland Institute of Financial Education is a national non-profit organization 501(c)(3) whose mission is to promote financial literacy across America. Dedicated to empowering people and organizations through financial literacy. Teaching materials are designed and approved by a consortium of 20 Colleges and Universities. All materials are presented in a non-solicitous manner.
H & R Block
Business: H R Block
Contact: Amee Raspopovich
Phone: 760-1568
Email Amee Raspopovich
Availability: Monday thru Friday, AM or PM
English, Spanish, Bilingual
Age Level: Elementary, Middle, High School, Teachers, Parents
Length of Presentation: 20 - 30 minutes
Brief description: Tax talk with updates on tax law changes, help with tax planning, "Dollars and Sense" program, H & R Block nonprofit partnership.
GECU
Business: GECU
Contact: Stephanie Quiroz
Phone: 774-8225
Email Stephanie Quiroz
Availability: Monday thru Friday, AM or PM
Age Level: Elementary, Middle, High School, Teachers, Parents
Length of Presentation: 45 minutes to 1 hour
Brief description: Financial education to include topics on budgets, credit, home buying, youth financial education, identity theft, and more.
Primerica
Business: Primerica
Contact: Joanna Martinez
Phone: 203-4484
Email Joanna Martinez
Availability: Monday - Friday, AM or PM
English, Spanish or Bilingual
Age Level: Elementary, Middle, High School, Teachers, Parents
Length of Presentation: 20 - 30 minutes
Brief description: Provide education on several money and financial concepts including: traps of credit cards, how credit scores are determined, how to pay off debt & mortgage faster, budgeting, and how to save more for children's future.
Liberty Mutual Insurance
Organization: Liberty Mutual Insurance
Contact: Debbra McLaughlin
Phone: 584-3030 ext. 08343
Email Debbra McLaughlin
Availability: Monday thru Friday, AM or PM
English only
Age Level: High School, Teachers, Parents
Length of Presentation: 30 min to 1 hour
Brief Description: Presentation on safe teen driving.
Pat Candia Realtor
Business: Pat Candia Realtor
Contact: Pat Candia
Phone: 449-8514
Email Pat Candia
Availability: Monday - Friday, AM and PM
Bilingual
Age Level: High School, Teachers, Parents
Length of Presentation: 30 - 45 min.
Brief description: Home buyer presentation meant to break down the home buying and lending process in easy to understand steps. Other topics mentioned are buying vs. renting, buying new vs. resale, why it's a great time to buy.