Financial Wellness

Programs designed to encourage long-term financial well-being.

American Heritage supports community financial wellness through in-person and online programs for all learning styles. Seminars, webinars, blogs and more, covering a wide variety of topics, are available for free to our local communities. We encourage financial education for all ages and believe that a strong foundation combined with continued learning leads to informed, successful decision-making. 

Please explore our financial content below. For more information, email financialwellness@amhfcu.org.



Seminars and Webinars

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Alliance Real Estate Investment Group Seminar

06.05.19

Are you interested in creating a source of passive income or buying and reselling homes? The Alliance Investment Group meets on the first Wednesday of each month bringing you a panel of experts to help you become a successful real estate investor. Each month we will have a different panel of experts.

Topics will include:

  • House flipping
  • Rehabbing
  • REOs
  • Foreclosures
  • Short sales
  • Landlord/tenant rights
  • and more!

This is an extremely informative investment strategy session. Please invite all of your family and friends that invest in real estate that are looking into huge tax breaks.

About the presenter:
Margo McDonnell, CRE, CES® is president and chief executive officer of 1031 CORP., a full-service qualified intermediary for IRC Section 1031 like-kind exchanges. With over 25 years of experience in the exchange industry, Margo is a respected author and speaker and regularly presents seminars and continuing education courses nationwide to share the benefits of 1031 exchanges.

Register here!