Financial Wellness for the Trades™

Financial Wellness for the Trades

Union Home Plus™ presents the Financial Wellness for the Trades™ Apprentice Education Series. These interactive workshops ensure that a strong foundation of real world financial understanding is available for all members, apprentices and pre-retirees alike.

INTERACTIVE WORKSHOPS:

Our hands-on education workshops are specifically designed and presented to educate, motivate and engage our audience.

Our INDIVIDUAL SESSIONS provide apprentices with extremely valuable tools to help visualize and achieve short-term and long-term financial goals.

Finding Financial Balance:
Introduction seminar for apprentices that focuses on foundational financial concepts and how to structure benefits.

Saving and Investing 2.0:
Designed for those in the Accumulation Phase of life, we’ll help develop a realistic overview of how to set and reach financial goals.

The Fundamentals of Real Estate:
The process of buying, selling, and leasing a home has evolved dramatically. Learn how to create and preserve opportunities you can live with.

Mortgages, Loans & Qualifying:
Learn the facts and tools necessary for loan qualifying, what financial options exist and understanding how your credit really works.

Maximizing your Retirement:
This workshop examines how much money may be required for retirement, effective accumulation strategies, and ways to generate income.

PT Patrick Town, Director MLO112079
Direct/Text: 206.406.8139
Email: pt@unionhomePlus.orgWeb: www.UnionHomePlus.org
Patrick Town is the Founder and Executive Director of Union Home Plus™.  As a 24 year real estate, mortgage and financial services veteran, he has advised, assisted and structured literally thousands of transactions for members just like you. For the past 15 years, he has guided Union Home Plus as a supporter, sponsor and educator to nearly every Washington State Union organizations. Patrick presents more than just real world experience, he has a sincere and dedicated passion that amplifies his every effort. Feel free to connect with him directly, he is always eager to help.