Planting Your Financial Foundation (12pm)
Creating a Vision–Establishing your purpose for your money
Tracking Mileposts–Understanding your progress over time
Balancing Goals–Meeting competing demands for your cash flow
Knowing Your Money Tools–Debt, cash funds, investments, retirement tools
Playing Defense–Estate plans and insurance
Students will leave with a vision of their goals and implementable tools and process to start planting those seeds.
Includes access to money mentor by email and phone through the month for individual questions.
**Note that this series is 4 sessions Tuesdays January 11, 2022 – February 1, 2022 at 12:00pm-1:00pm.