By Kelly Raison
AVP, Branch Manager, NMLS#662902
It’s important to relax during the summertime, but that doesn’t mean you can’t learn something. And when experts from your community come out to teach it, why would you miss out?
INB will be partnering with the Village of Chatham Recreation Board to put on different workshops this summer. Each workshop will provide content geared to specific age groups that the bank will be working with.
|Reduce debt and live financially healthy lives
||June 13, 6-7:30 p.m.
July 14, 10-11:30 a.m.
||Credit, how to balance a checkbook, loans, budgeting, and ways to save for your future.
|Tax codes and filing tips
||July 11, 6-7:30 p.m.
July 21, 10-11:30 a.m.
||New tax rules, filing tips and other tax issues.
||June 27, 4-5:30 p.m.
||12-17 year olds
||How to handle your first checking and savings accounts, debit cards, online banking, balancing a checkbook, and saving for college.
|Kids, chores and saving money
||June 16, 10-11:30 a.m.
||8-11 year olds
||How kids can save their money from their chores or from their birthday and how a saving account works.
INB Expert Speakers
I will lead the kids and teens workshops. With almost 20 years in banking, I have helped thousands of people with their finances, and I have even worked with the Dave Ramsey program to teach students about financial responsibility, a program that INB has helped sponsor. I really look forward to continue helping out our community through these workshops.
My colleague, Jonathan Leonard of the bank’s Wealth Strategies staff, will lead the adult workshops, and we will both lead the reduce debit workshops. Jonathan has five years of experience in tax returns and six years of experience in financial advising and retirement planning. For seven years he has also regularly facilitated Dave Ramsey’s Financial Peace University classes in the Springfield area and has many years of retail banking experience under his belt.
This is INB’s first year with the Village of Chatham program. Each summer, the board puts these programs on and has about 300-500 people in attendance. For more information on the summer programs being put on by the city, click on this link: https://www.chathamil.net/sites/default/files/Summer%20Recreation%20%202018%20Final.pdf