Achieving Financial Wellness
Virtual Presentation
February
23rd
Financial success always starts with a plan, and there is no better time to create one than with the arrival of a new year. Much more than a resolution, a financial plan is your guide for success that can be used throughout the year to help keep you moving forward and prepared for those untimely and unexpected events. We’ll cover strategies to boost savings, pay down debt, promote better transparency, and develop goals that are meaningful and attainable. Can you make this the best year yet? Yes! Core topics:
- How to measure financial health
- Budgeting vs. planning
- The keys to credit health
- Estate planning documents that we all need