Events and Webinars

Think that now may not be the right time to shop for your first home? Think again. With historically low interest rates and other programs available for first-time homebuyers, current market conditions may add up to the right time for you to pursue your dream. In this free seminar crafted for first-time homebuyers, a SAFE mortgage professional will discuss how to determine affordability, understand credit criteria, and other information about the home-buying experience in the current real estate market.

ABOUT THE SPEAKER

Casey Jenkins has been a driving force on the SAFE Mortgage Lending team since 2010. Casey guides a dynamic team of local mortgage experts committed to providing personalized service to homebuyers by deploying regional knowledge and data. Casey leads by example, with a genuine personal investment in the community he serves.

At this informative session attendees will learn:

• Why a Living Trust is so important for homeowners
• What is the difference between a Living Trust and a Will
• How to avoid the costly, public and time consuming probate process
• How to plan for incapacity, protect your family and your assets
• How to safeguard minor children and special needs dependents

ABOUT THE SPEAKER

Gina Reneé Richardson is a Certified Financial Educator and change agent who uses her life experiences and high-energy, approachable style to teach leadership and organizational skills that prepare her students to achieve financial stability and success. Gina leads financial-wellness workshops at many of Sacramento’s top companies and organizations.

Managing money doesn’t have to be dreadful if you create a realistic budget. Budgets give you an action plan and clear picture of where your money goes each month. Learn how to start a budget and manage that budget when your income fluctuates.

Join us to learn:

• Budgeting tools
• Determining your income and expenses
• Prioritizing bills
• Setting savings goals

ABOUT THE SPEAKER

Gina Richardson is a Certified Financial Educator and change agent who uses her life experiences and high-energy, approachable style to teach leadership and organizational skills that prepare her students to achieve financial stability and success. Gina leads financial-wellness workshops at many of Sacramento’s top companies and organizations.

Managing money doesn’t have to be dreadful if you create a realistic budget. Budgets give you an action plan and clear picture of where your money goes each month. Learn how to start a budget and manage that budget when your income fluctuates.

Join us to learn:

• Budgeting tools
• Determining your income and expenses
• Prioritizing bills
• Setting savings goals

ABOUT THE SPEAKER

Gina Richardson is a Certified Financial Educator and change agent who uses her life experiences and high-energy, approachable style to teach leadership and organizational skills that prepare her students to achieve financial stability and success. Gina leads financial-wellness workshops at many of Sacramento’s top companies and organizations.

Are you looking to pay the balance of a college education with student loan?  This session will demystify student loans by going through all the various education loan options, from federal student and parent loans to private loans.  We will provide helpful advice to help you keep student loan costs to a minimum. Join our presentation to learn more about:

• Saving for college

• Selecting a school and determining cost

• Calculating financial need with the FAFSA

• Deciphering a financial aid offer

• Finding and applying for scholarships and grants

• Exploring federal student loan options

• How to fund the remaining gap


ABOUT THE SPEAKER

Thalassa Naylor has over 40 years of experience working with college financial aid and student loans. She has a passion for supporting training and education in financial aid. She works with state, regional and national financial aid associations as well as with Sallie Mae to help promote, develop and deliver training events for financial aid administrators. Thalassa has been with Sallie Mae for 17 years and is a Director of Business Development for California.

ABOUT THE SPEAKER

Gina Richardson is a Certified Financial Educator and change agent who uses her life experiences and high-energy, approachable style to teach leadership and organizational skills that prepare her students to achieve financial stability and success. Gina leads financial-wellness workshops at many of Sacramento’s top companies and organizations.

At this informative session attendees will learn:

• Why a Living Trust is so important for homeowners
• What is the difference between a Living Trust and a Will
• How to avoid the costly, public and time consuming probate process
• How to plan for incapacity, protect your family and your assets
• How to safeguard minor children and special needs dependents

ABOUT THE SPEAKER

Gina Richardson is a Certified Financial Educator and change agent who uses her life experiences and high-energy, approachable style to teach leadership and organizational skills that prepare her students to achieve financial stability and success. Gina leads financial-wellness workshops at many of Sacramento’s top companies and organizations.

ABOUT THE SPEAKER

Gina Richardson is a Certified Financial Educator and change agent who uses her life experiences and high-energy, approachable style to teach leadership and organizational skills that prepare her students to achieve financial stability and success. Gina leads financial-wellness workshops at many of Sacramento’s top companies and organizations.

ABOUT THE SPEAKER

Jason Fonseca, financial educator at SAFE Credit Union, has spent the past decade educating residents of the Greater Sacramento area on how to create a successful financial and professional future! Through relatability, an infectious sense of humor, and firsthand knowledge of numerous sections of the financial industry, Jason provides entertaining workshops that aim to better the way you handle your finances so you can better enjoy life. While Jason is often traveling all over Sacramento and surrounding counties, he enjoys finding the free moments to spend time with his lovely wife and his very busy toddler son.

ABOUT THE SPEAKER

Jason Fonseca, financial educator at SAFE Credit Union, has spent the past decade educating residents of the Greater Sacramento area on how to create a successful financial and professional future! Through relatability, an infectious sense of humor, and firsthand knowledge of numerous sections of the financial industry, Jason provides entertaining workshops that aim to better the way you handle your finances so you can better enjoy life. While Jason is often traveling all over Sacramento and surrounding counties, he enjoys finding the free moments to spend time with his lovely wife and his very busy toddler son.