Comments Off on Free Tax Help, Webinar, and TurboTax Program
Free tax help for those who are sighing over their 2010 tax return (and let’s face it, none of us are dancing on the table at the prospect). Hope something here makes your IRS return a little less taxing this year:
IRS Open House Saturday March 26
The IRS office at 5338 Montgomery Boulevard NE is open this Saturday morning to help taxpayers who can’t get to the office during the week. From 9 am to 2 pm IRS staff will be available to answer questions on your tax account and tax return preparation.
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Understanding Taxes Free Webinar
When: Friday April 1, 2011
Time: 11 am to 12 noon Albuquerque time
This is one in a series of free online seminars – aka webinars – by the National Association of Personal Financial Planners. You can attend the live online 40-minute presentation, followed by 20 minutes for questions and answers, or listen to an audio file after the program. They promise to cover “What you don’t understand about taxes.” To me that’s just about EVERYTHING! The session explores personal tax issues and how they affect financial planning. Enroll online for the Understanding Taxes free webinar.
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Free TurboTax edition online if you’re filing 1040EZ forms and simpler federal tax returns. The program asks plain language questions to help complete the forms, calculate the return, and submit to the feds by free Efile or hard copy. The program is suitable for forms including 1040EZ, 1040A, and 1040, but doesn’t cover tax schedules C, D, E, and F. TurboTax Free edition is only for federal tax returns, not state returns.
We recently posted about a series of free personal finance webinars by the National Association of Personal Financial Planners. Well, here’s something closer to home: free financial seminars hosted by Kirtland Federal Credit Union.
One of the forthcoming Kirtland Federal Credit Union seminars is an online webinar, the others are all in person, and they provide free beverages and snacks or sandwiches too!
Webinar on How to Improve Your Credit Score
The seminar covers establishing credit, strategies for managing credit & improving your credit score, understanding credit bureaus & credit reports, and how to dispute inaccuracies. Register online in advance.
When: Thursday February 24, 2011
Time: 6 – 7:30 pm
Where: Online from your own computer
Home Selling Secrets Seminar
A panel discussion attended by a loan officer, a realtor, a home assessor, and a home stager.
When: Saturday February 26, 2011
Time: 10:30 am to noon
Where: Kirtland Federal Credit Union, Education Center Room A, 6440 Gibson Blvd. SE
How to Invest in a Low Interest Rate Environment
They’re running several of these seminars to explore your investment options, on:
* Thursday, March 3 at 12 noon
* Wednesday, March 23, at 12 noon
* Wednesday March 23 at 5 pm
* Tuesday April 5 at 12 noon
Where: Kirtland Federal Credit Union, Education Center Room A, 6440 Gibson Blvd. SE
RSVP in advance for the Kirtland Federal Credit Union seminars as places are limited and then they know to bring an info pack for you – as well as enough sandwiches/snacks and drinks! You can phone (505) 254-4329 to reserve a place or book online at the link.
ABQ on the Cheap has been told in the past by a completely unaffiliated party that there’s no pressure to join the credit union or open an account. Just free financial advice. Let us know if you experience something different.
Comments Off on Free Personal Finance Online Seminars 2011
The National Association of Personal Financial Planners aims to help people become more savvy about personal financial issues, like basic money management, investments, retirement planning, taxes, and much more. That’s why they offer a series of FREE online seminars – aka webinars.
I must tell Mr Cheap about these because his idea of financial planning is to pop the nickels he finds down the back of the sofa into a jar on our telephone table.
The 2011 Consumer Webinar Series is led by NAPFA-Registered Financial Advisors, and each month a new session will be conducted live online. You can attend the live session and ask questions, or listen to an audio file after the program.
Each webinar is a 40-minute presentation, followed by 20 minutes for questions and answers. The individual sessions take place from 11 am – 12 noon Albuquerque time:
- February 4: What Do You Need in Retirement?
- March 4: Putting the Markets in Perspective
- April 1: Understanding Taxes
- May 6: Financial Planning for the New Family
- June 3: Deciphering Financial Acronyms
- July 8: Debt and Saving
- August 4: Determining Your Investment Approach
Registrations are open – enroll online for the Consumer Webinar Series sessions you’re interested in.
This sounds like a great way to get tips and advice from qualified financial advisors – totally free! If you miss the live session, you can always access the archived version online.
Comments Off on Free Workshops: Buying Your Own Home & Retirement Planning
Two free workshops this week for people preparing to buy a home, or those aged 55-plus making financial plans for retirement or getting to grips with Social Security benefits, Medicare, and Medicaid.
New Mexico Educators Federal Credit Union offers two workshops this week on May 18 and 19 2010, to help with savvy financial planning.
If getting your bucks in a row isn’t incentive enough, they also offer free food and drink refreshments on these workshop evenings. There is no commitment if you attend, and I’d suggest you come with plenty of questions to make the most of these free financial planning events.
Pre-Retirement Planning for Over 55s
With Guest Speaker Eva Lujan, Social Security Administration, and including the basics of Social Security programs and benefits, understanding Medicare and Medicaid, financial planning with a retirement estimator, and help with prescription drug benefits.
- When: Tuesday May 18 from 6 to 8 pm
- Where: Paseo Branch Office: 8321 Palomas NE, at the corner of Paseo and Barstow
Preparing to Buy Your First Home
Including mortgage programs for first-time buyers so you can stop paying rent and start earning equity, how to save $250 on closing costs, and general Q&A.
- When: Wednesday May 19 from 6:30 to 8:30 pm
- Where: Albuquerque Training Center, next to I-25 between Comanche and Montgomery
Note: This workshop is repeated on the third Wednesday of each month.
We’ve checked with New Mexico Educators Federal Credit Union and been assured these events are free and open to the public, whether you’re a member or not. BUT you must register in advance as places are limited.
Comments Off on Free Finance Education Online Seminar Series
The National Association of Personal Financial Planners wants you to become more savvy about personal financial issues, like basic money management, investments, kids and money, and much more. That’s why they’re launching a series of FREE online seminars (webinars) over the next year.
The Consumer Webinar Series is a year-long initiative beginning August 7 (2009) that will provide an opportunity for anyone in the country to learn about a wide range of financial issues from NAPFA-Registered Financial Advisors. Each month a new session will be conducted live online. Consumers can attend the live session after registering for free, or listen to an audio file after the program. The instructors NAPFA has recruited for the various sessions are among the industry’s leaders in truly comprehensive financial planning and includes members of NAPFA’s National Board of Directors, past NAPFA national chairs, educators, and authors.
The series will include 12, one-hour sessions delivered via the internet. The individual sessions will be conducted from 11:00am – 12:00 noon Albuquerque time and will include:
- August 7: Money 101: Knowing the Basics
- September 4: Kids & Money
- October 2: What is Financial Planning?
- November 6: Protecting What You Have
- December 4: Investments: The Basics
- January 8, 2010: Investments: Advanced Concepts
- February 5, 2010: Managing Your 401(k)
- March 5, 2010: Leaving a Legacy
- April 2, 2010: Women and Money
- May 6, 2010: Financial Planning and Small Business Owners
- June 4, 2010: Your Retirement
- July 1, 2010: Financial Windfalls
Registration for the 2009 sessions is open now. Learn more about the Consumer Webinar Series by visiting the webinar page on the NAPFA website. In addition to registering for the sessions, consumers can learn more about the topics and the NAPFA-Registered Financial Advisors who will be instructing the sessions.
This sounds like a great way for New Mexico residents to educate themselves about financial issues. Each webinar will offer an approximately 40-minute presentation, with an additional 20 minutes for questions and answers. If you miss the live session, you can always access the archived version online.