Sunmark is happy to announce our Seminar Series! These FREE seminars, featuring Sunmark experts, have been created to help guide you on the path of financial success. All seminars begin promptly at 6pm.

Let’s reserve your seat! Please select the seminar(s) you would like to attend. Full descriptions below.

    Let's reserve your seat! Please select the seminar(s) you would like to attend.

Social Security, Getting the Most out of Your Benefits – November 8

About 90% of Americans over 65 collect Social Security retirement benefits, so they’re a big part of most Americans’ retirement planning. Make sure you know how Social Security works, how benefits are determined, and what to expect in the future. You’ll learn:

* How your benefits work

* How to determine at what age to start receiving benefits is best for you?

* How does continuing to work affect your benefits?

Who should attend?

Anyone saving for retirement or near retirement and have not yet started taking their Social Security Benefits.


Your Data Was Breached- Now What? –  October  10 – This Seminar Is No Longer Available

Identity theft is one of the fastest growing crimes in the United States. Credit card numbers, driver’s license numbers, social security numbers, and other personal information can net criminals thousands of dollars in a short period of time.  It may keep victims from being able to cash checks, obtain loans, or even rent an apartment or obtain utilities. Learn more about identity theft and how to protect yourself from this growing crime.

First-time HomeBuyers- October 17 – This Seminar Is No Longer Available

If you’re in the market for your first home, Sunmark’s homebuyer seminar will get you on your way!

You’ll learn about the homebuying process, plus:

  • How to get a $7,500 grant for your purchase
  • How to buy a house with no down payment
  • Get a free credit evaluation so you know how much you can afford

Budget Basics & Credit Review- October 24 –This Seminar Is No Longer Available

A budget is the most powerful tool available for establishing financial control. After identifying short-, mid-, and long-term goals, participants learn how to design realistic spending plans to live within their means and create savings plans to reach their goals.Mystery surrounds credit reports and credit scores – but we explain them. Credit reports help give financial institutions an idea of how probable and predictable it is that a loan will be repaid – it’s your financial reputation for paying people back. Gain an understanding of what goes into a credit report and what actions and behaviors affect credit reports.

Latham Branch Location