11:00 - 1:00
Improve Your Relationship with Your Money.
This workshop will walk you through our 6 step process for creating a more loving, fulfilling relationship with your financial partner in life – Your Money! In this class you will learn how to:
- Step 1: Assess your personal & financial situation
- Step 2: Set personal & financial goals
- Step 3: Create a “living” budget
- Step 4: Mind your money – track spending & savings patterns
- Step 5: Compare Fiction vs Truth (aka Budget to Actuals): “The Numbers Don’t Lie”
- Step 6: Review, Revise, & Re-sharpen
Personal Finance
Get expert help in managing your finances and learn how to make well-informed financial decisions about spending, saving, taxes, investing, retirement, estate planning and more.
Financial Capability Month
Presentations on a wide menu of topics, ranging from the basics on saving, financial planning and cash flow management, to investing, retirement planning, property tax and insurance sub-limits throughout the month of April.