Personal Finance Resources and Workshops

Featured Personal Finance Resources
These resources will help you find information on personal finance topics such as investing and consumer information.

Personal Finance Programs

The Chester County Library provides programs on personal finance topics with emphasis on helping individuals find, understand, and use financial information.

Hybrid: Preparing Your Estate Plan
Monday, October 25, 6:00 p.m. - 7:30 p.m. - Zoom and Henrietta Hankin Branch Community Room
Do you know where your assets will go when you die? If not, this seminar helps familiarize you with the basic steps of estate planning, including the function of a will and the different types of trusts. An estate-planning attorney will be present at this event.

This is a hybrid program that will meet simultaneously in-person and on Zoom. Registration is required. Registration will close 2 hours prior to the scheduled start time of the event. A Zoom link will be emailed to registrants 2 hours before the program starts. Make sure to check the email address you registered with to receive the link. You do not need a Zoom account to attend the virtual program. Please register here.

Hybrid: Making Your Money Last & Selecting the Best Senior Living Center for You
Thursday, October 28, 6:00 p.m. - 7:30 p.m. - Zoom and Henrietta Hankin Branch Community Room
This seminar combines 2 popular programs: Making Your Money Last & Selecting the Best Senior Living Center for You. The first half covers Making Your Money Last: Have you retired recently? Are you planning to retire soon? This presentation discusses ideas to help build a reasonable and sustainable strategy for managing income and expenses during retirement. We explore how to address key concerns such as inflation, health care expenses and market volatility as well as ways to prepare for things that may not go as expected.

In the second half, the presenters will discuss Selecting the Best Senior Living Solution for you. This seminar goes over how to navigate the Senior Living landscape and understand the different levels of care. The presenters will discuss how to best select the right care community for you or your loved ones, and how you can determine what you can afford and how long your money will last.  Resources, guides, and worksheets will be provided to enable you to start taking thoughtful steps in the right direction. 

This is a hybrid program that will meet simultaneously in-person and on Zoom. Registration is required. Registration will close 2 hours prior to the scheduled start time of the event. A Zoom link will be emailed to registrants 2 hours before the program starts. Make sure to check the email address you registered with to receive the link. You do not need a Zoom account to attend the virtual program. Please register here.

Visit our Calendar of Events to view additional upcoming programs.

Looking for even more? Visit the calendar for free programs offered by community organizations.