Join us for a valuable Lunch and Learn session titled “Protect and Grow Your Financial House”. This session is designed to provide strategies around priority stacking financial decisions and overall financial wellness.

Presented By: Erin Hoffman, certified Financial Advisor with Certified Financial Services

Date: Wednesday, July 24

Time: 12PM – 1PM EST

During this session, we will focus on:

  • Organizing, Protecting, and Growing Your Financial House: Learn how to assess your current financial situation, set achievable financial goals, and develop a plan to reach these goals.
  • Identifying Obstacles to Financial Success: We’ll discuss common barriers that prevent financial success and provide strategies to overcome these obstacles.
  • Creating a Savings Strategy: Discover how to set realistic savings goals, budget effectively, and regularly set aside money for both planned and unexpected expenses.
  • Budgeting: Understand the importance of tracking income and expenses, setting spending limits, and adhering to these limits to achieve your financial goals.
  • Understanding the Importance of Retirement Planning: Gain insights into why retirement planning is crucial for financial security in your later years. We’ll cover how to estimate retirement expenses, plan retirement income, and consider factors such as inflation and healthcare costs.

Don’t miss this opportunity to enhance your financial literacy and take control of your financial future. We look forward to seeing you there.

Register Here!