This is a FREE virtual event, available to nonprofit professionals in the State of Oregon, and to any Oregonian interested in the topics being covered.
- Are you or a loved one being impacted by or concerned about the potential impacts of changing federal policies related to residency, citizenship, and immigration?
- Do you want to ensure you and your loved ones have taken all the necessary steps to ensure financial stability in the event of an unplanned circumstance?
- Want to plan ahead in case there are changes in your household income due to employment status, income, household size, and more?
If so, then join representatives from Point West Credit Union to understand what steps you should take to help ensure financial stability and well-being for you and your loved ones in the event of unplanned circumstances. This workshop is free to Oregonians and will be offered in two separate sessions. Information shared in each session will be offered in English and in Spanish.
When:
Session I: Wednesday, April 16th (5:30 - 7:00PM)
Session II: Wednesday, April 23rd (5:30 - 7:00PM)
Where: This is a virtual event. A Zoom link will be shared after registration.
Registration is required. You can register for both sessions through one sign-up process.
Session II: Topics & Agenda (4/23/25)
The topics for Session II will be based on your thoughts and ideas. Take the survey below to share what information and resources would be most useful to you and your loved ones when it comes to money management and financial planning in times of uncertainty.
English language version: https://forms.gle/xM6GrT4mTkHePvqw7
Spanish language version: https://forms.gle/bDGWa5JDdFUakq2p7
Session I: Topics & Agenda (4/16/25)
Financial Beneficiaries: What is a Financial Beneficiary and what are the benefits of having one?
Power of Attorney: What is a Power of Attorney, what kind of access does a Power of Attorney have, and what is the required to make someone your Power of Attorney?
Financial Planning: Transferring money into overseas accounts and long term planning
Fraud & Scams: Avoid frauds and scams that may impact people based on residency
Credit Unions v. Banks: Differences between credit unions and banks
Community Resources: Additional information/resources to help meet your needs
Other Helpful Information:
You are not required to use your full name or your real name to register for the events, we just need a valid email address that you can check. Each session will have someone sharing information in English and someone sharing information in Spanish.
You are not required to attend both events. Attend both or whichever one seems the most useful to you and your needs. If you can attend both, it is encouraged.
These events will be recorded and made available online to any Oregonian interested in learning this information. Your name and your face will not be part of the recording.
Please note: This not legal advice and is not meant to serve as legal advice. The topics covered are best practices in financial planning to ensure your finances and assets are protected in the event of unexpected circumstances - especially those that may relate to changes in federal policy.
If you have questions or need help registering, please contact Abi Sanchez at:
Email: [email protected] Phone: 503-421-6809
Abi is bilingual in English & Spanish / Ella es bilingue en ingles y espanol.
Si tiene preguntas o necesita ayuda para registrarse, comuníquese con Abi Sanchez:
Email: [email protected] Phone: 503-421-6809
Para obtener más información o hablar con alguien en español, llame o envíe un mensaje de texto:
503-421-6809
This event is supported by Northwest Family Services, Clackamas Workforce Partnership, and Point West Credit Union.