Free Financial Seminars
As a community bank of choice, we realize our obligation to support the development of financially sound and informed leaders. NMSBank is proud to offer free financial seminars as a means of continuing education for various community groups including: corporate and small business employers or employees, churches, non-profit organizations, and senior or youth associations.
Our seminars accommodate individuals on various levels of learning, comprising basic and technical financial information, as well as "best practices" used throughout the industry.
For more information, please contact Patricia Matthews at 414-466-2344 extension 136.
NMSBank Educational Seminars
Ways to Save (NMSB)
Highlights:
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For adult and youth initiatives
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Covers various saving products
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Getting started (with as little as $10)
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Introduces NMSBank's Bank On Us Plus
Owning Your Own Business
Highlights:
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Things you should know about starting your own business
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The role and responsibilities of an entrepreneur
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What's "market research"
Financial Planning
Highlights:
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Money Management
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Retirement Planning
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Certificate of Deposits
First Time Home-buyers
Highlights:
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Thing you should know prior to purchasing your first home
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Down payment assistance
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Maintaining your new home (insurance, taxes, and appraisals)
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Fannie Mae, WHEDA and various other NMSBank mortgage programs
Credit Education
Highlights:
Credit check-up (discuss credit history & credit scoring)
Understanding your credit bureau report (symbols, balances, rating)
Consolidating debt
Debt/Loan interest rate awareness
Estate Planning
Highlights:
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Understanding Trust Accounts
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Marital property
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The difference between Beneficiary and Power Upon Death (POD)
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The importance of a Living Will
Pre-need Planning
Highlights:
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Funeral planning
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How Burial Trusts work
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Needs and consideration for those left behind
Identity Theft and Scams
Highlights:
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Best practices for the consumer
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Items to review and check for identity theft and scams
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What to do if you are a victim of identity theft
Work-force Banking Services
Highlights:
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Benefits of Direct Deposit
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Budgeting and ways to save
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Second Chance Checking and Saving Accounts
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Credit Building Certificate of Deposits
Special Seminars for Non-Profit Organizations
Highlights:
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New construction information (planning and renovation)
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Understanding financial statements
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Information on funding opportunities
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Other customized workshops