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Financial workshops

 
 

First Time Home Buyers and 
County Affordable Housing Program Workshop
 

For first-time homebuyers, balancing suitability, desirability and affordability can be a real juggling act. Fortunately, there are plentiful and creative housing resources in Santa Cruz County. From measures “J” and “O” to the first time home buyer program, there are programs and money available to help you purchase your first home.  Come to this free workshop and learn about programs such as up to 25% down payment subsidies for home and mobile home purchases. County experts will be on hand to explain many of the programs.

If you have not owned a home in 3 years, then you may be eligible to qualify for these programs.

Bring a friend!


 July 24  -  5:00 to 7:00 PM  -  American Dream Realty  1041 41st Ave, Capitola  -  RSVP requested

Flyer-pdf

Dollars and Sense proudly presents periodic workshops on topics of financial interest. For example, a previous talk focused on "Real Estate Investing: The Fundamentals and Tax Implications".

These free workshops are a way for us to share information and to introduce Dollars and Sense as part of your wealth team. It's a way to say “thank you” to current clients for your business over the years and "welcome" to those prospective clients who want to know more about us. No one will try to sell you anything, and your personal information will not be shared. Guests are welcome.

Please check back for updates, or call Caroline Murphy at 831.251.4183 for the most current workshop information.

Sponsor-Presenter Bio:

Dollars and Sense offers comprehensive tax and financial planning services to individuals and corporations. We offer retirement and education planning, securities, wealth management, budgeting, forecasting, property analysis, incorporation, consulting and other financial services. Dollars and Sense also offers securities and investment products such as mutual funds and IRA’s. 

Caroline Murphy, founder and owner of Dollars and Sense tax and financial planning, is working towards her Certified Financial Planner (CFP) designation, a prestigious and rigorous course of study and certification. Caroline has been active in property development and investing for over a decade. Caroline holds a California Real Estate License and works with American Dream Realty. Caroline Murphy holds a Series 6, 63 and 65 securities license and is registered and bonded tax professional (CTEC #A041332).

e-mail: caroline@dollarsandsenseinfo.com
phone 831.251-4183 fax 831.426-2823
1206 Bay St., Santa Cruz, CA 95060

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