Financial Wellness Workshops
Financial Freedom Starts Here: Invest in Yourself!
By attending our seminars you can gain positive financial tips and tricks to help your overall financial wellbeing.
³Financial wellness is linked to better mental health; individuals feeling financially secure are 20% less likely to report anxiety and depression.
¹Individuals who attend financial wellness seminars are 50% more likely to engage in positive financial behaviors, such as budgeting and saving.
²Participants report an average debt reduction of 20-30% within a year of attending these seminars.
³Financial wellness is linked to better mental health; individuals feeling financially secure are 20% less likely to report anxiety and depression.
¹Individuals who attend financial wellness seminars are 50% more likely to engage in positive financial behaviors, such as budgeting and saving.
Our workshops provide a comprehensive approach to improving financial literacy and well-being, equipping attendees with the knowledge and confidence they need to succeed.
Budgeting and Debt
This course will look at the basics of budgeting and debt. You will learn how to save, create a budget, manage debts, and more. We will take a deep dive into different kinds of debt including credit cards, mortgages, and student loans.
Topics Include:
- You will obtain tips and tricks for saving for short term expenses
- How to save for retirement
- Understand the difference between good and bad debt
Investments
Investments can be great tools to help you prepare for retirement. This course will help you understand how Stocks, Bonds, CDs (Certificates of Deposit), Treasuries, and more can help you diversify your retirement plan.
Topics include:
- What can apply to your retirement goals
- Why it's important to pick appropriate risk allocations
- What are you investing in
Retirement Planning
Life has a funny way of changing people's plans, but that doesn't mean your retirement plan has to. This course will provide you with the tools and vehicles that can be used to put together your retirement picture.
Topics Include:
- Ways to save for retirement
- What does retirement mean
- Funds and benefits available in retirement
Upcoming dates..... Tuesday's January 7th, 14th and the 21st
Experience Knowledge
Expert Knowledge
Gain insights from financial professionals who can break down complex concepts and provide practical advice.
Skill Development
Learn valuable skills such as budgeting, saving, and investing that can lead to better financial decisions.
Increased Confidence
Empower participants to take control of their finances, reducing anxiety and uncertainty about money management.
Resources and Tools
Access helpful tools, resources, and materials that can aid in achieving financial goals.
Long-term Benefits
Investing time in financial education can lead to improved financial stability and security over the long run.
Attend all or one of our Financial Wellness Workshops!
We look forward to working with you to achieve your financial goals.
Sited Resources
¹Financial Industry Regulatory Authority (FINRA) Investor Education Foundation
²Financial Counseling Association of America (FCAA)
³American Psychological Association (APA)