The bank organizes free bilingual virtual seminars on financial planning

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Bilingual seminars available on Zoom after a pandemic and an increased need for financial planning

BROOKFIELD, Wisconsin. – North Shore Bank announced today that it will host a series of free virtual seminars for people who want to take control of their finances and learn the steps necessary to achieve their financial goals. The seminars, open to the public, will take place via Zoom. There will be seven seminars which will be presented in English and Spanish.

“As a community bank, we have seen the hardships our customers and neighbors have gone through during this pandemic, which is why we believe educating the public on smart financial planning is so crucial right now,” Alfredo said. Martin, branch manager at North Shore Bank. “We offer these bilingual seminars on Zoom so that everyone, regardless of location, can get the support and empowerment they need to meet their financial needs.

The seminar schedule is as follows:

  • Wednesday, May 26 at 6 p.m.

Understanding and managing personal credit – Join North Shore Bank and Credit Matters to learn the basics of personal credit and what it means for you and your business.

  • Wednesday June 30 at 6 p.m.

Credit and budgeting – Along with credit matters, the North Shore Bank will discuss how to establish, create and repair credit.

  • Wednesday July 28 at 6 p.m.

Mortgage pre-approval process – North Shore Bank Mortgage Professionals will share mortgage advice and information.

  • Wednesday, August 25 at 6 p.m.

Convenient banking operations – Discover the latest tools to make banking even easier.

  • Wednesday, September 29 at 6 p.m.

Manage your bank accounts – Discover simple tips to better manage your money.

  • Wednesday, October 27 at 6 p.m.

Financial goals- Learn about the steps you can take to achieve your goals, including setting a goal and staying on a budget.

  • Wednesday, November 17 at 6 p.m.

The importance of savings – With the Latino Entrepreneurial Network, find out why it’s important to put money aside in a savings account.

All seminars are free and open to the public. To access the seminar via Zoom, visit northshorebank.com/PathToWealth.

The North Shore Bank, headquartered in Brookfield, is a mutual savings bank with assets of over $ 2.5 billion and 45 offices in eastern Wisconsin and northern Illinois. The Wisconsin sites are located in the metropolitan areas of Milwaukee, Germantown, Ozaukee County, Racine, Kenosha, Appleton, Menasha, Green Bay and surrounding area, Burlington, Union Grove, Muskego and Door County. Locate a North Shore Bank office. You can also connect with the bank on LinkedIn, Facebook, Twitter, Pinterest, and Instagram.





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