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healthy finance is just the beginning

 

Financial Fitness

Our Financial Fitness team is passionate about the financial health of our clients and community. We serve community members, non-profits, and businesses by providing customizable and personalized educational workshops about finance related topics.

Businesses/Non-Profit

Let’s be training buddies and give your audience a great exercise for life.
Workshop topics include:
  • Cash flow
  • Credit reporting
  • Insurance
  • Risk management
  • Taxes
  • Retirement plans

Personal

Just call us your personal financial trainers – we want to see you grow strong.
Workshop topics include:
  • Managing debt
  • Buying a house
  • Saving
  • Protection against fraud and identity theft
  • Estates & trusts
  • Planning for retirement
  • Financial planning
  • Life insurance

What’s listed above is just a warmup –
contact us today for the full game plan.

Financial Fitness Contact Form

Financial Fitness Contact Form

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Budget Worksheets

Spending and Savings Plan Worksheet

Managing My Debt Worksheet

Not FDIC Insured No Bank Gurantee May Lose Value
Not A Deposit Not Insured By Any Federal Government Agency

Notice!

Links to external websites are provided by Evans Bank for your convenience. Use of such links on Evans Bank website are not an endorsement or warranty by Evans Bank of the information, products or services provided by such external websites. Evans Bank does not control such websites. You should review the linked site's privacy and security policies as they may be different from Evans Bank's.

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