Lunch and Learn Seminars

Allegiance loves to share! We have developed a set of money-smart seminars that we take on the road to any business or organization that is interested.

We can arrange your seminar to take place during lunch, and we’ll even bring the food! That’s why we’ve named our FREE money-smart seminars “Lunch-and-Learns.”

Call or email Terri Talley at (405) 789-7900 x2245 to book one of our seminars, or you can read below about each “Lunch-and-Learn” topic to see which ones interest you.

"Thanks very much for all your help as well as the seminar's you have given in the past. The service you provided is invaluable!"

-from a member that recently attended one of our Identity Theft Seminars

Credit Score 101

Topics covered include:

Who is looking at your score?
What drives your score up and down?
How much does a low score cost you?
How to obtain your free credit report.

Employee Motivation

We are currently reworking our Employee Motivation seminar.

Investing Basics

Topics covered include:

How to set investment goals.
Determining your attitude toward risk.
Building your portfolio.
Avoiding common mistakes.

Identity Theft

Topics covered include:

The common ways ID Theft happens
How to protect yourself
Dumpster Diving
Skimming
Phishing
“Old-Fashioned” Stealing
Family Members You Can’t Trust

Home-Buying Tips

Topics covered include:

First steps to shop for a home
Know the costs involved in a home purchase
Differences in mortgage types
How to find a house
How to apply for a home loan
Understand the closing process
How to get home buyer assistnace

Personal Finance

Participants will learn:

How to set up a spending plan
How to identify spending leaks
Track spending, find ways to save
Set short and long term financial goals
How to audit your progress and revise your goals
Useful financial tools to reach goals

Smart Auto Shopping

Make your next car purchase hassel free! Learn what you need to know to go into the dealership with confidence.

The Benefits of Buying Used
How Much Car You Can Afford
Learn to Decipher Financing Options and Warranties

Super Savers

This seminar is a one-hour sample of Dave Ramsey.

Learn what it takes to eliminate needless debt.
Understaind the importance of an Emergency Savings Fund.
How to Start Saving.

Wealth Building

Participants will learn:

Six wealth-building tools
SMART goal-setting techniques
Tax tips to save money and time
Pitfalls that drain resources
Where to go for help