Financial Wellness

Life can get pretty busy. But in the process of getting everything done, your own needs can get lost in the shuffle. Your financial plan is a good example. 

If you’ve never sat down and created a plan, now’s the time to do it. 

Join us over two sessions designed to help you achieve financial well-being! 

Topics to be discussed:

• Improving your personal cash flow. Manage your cash flow and debt.
• Protecting what’s important. Protect your health, wealth, and more.
• Making the most of the money you have. Take a strategic approach to taxes and investing.
• Saving for long-term goals. Plan for retirement and college.

Presented By: Mike Darrington, BFA™