march, 2022
Event Details
Thirty minute power sessions with our financial advisor working through topics such as budgeting, investing, 401ks, etc. Takes place on the THIRD Wednesday of each month. 3/16: Tax Bites: What
Event Details
Thirty minute power sessions with our financial advisor working through topics such as budgeting, investing, 401ks, etc. Takes place on the THIRD Wednesday of each month.
3/16: Tax Bites: What you need to know before you file your taxes
4/20: An Investor’s Tour of Mutual Funds
5/18: Buying a Home: Is Real Estate the Right Investment?
6/15: Am I Saving Enough? How to Know What to Put Away & When…
7/20: What Types of Insurance Make Sense to Invest In?
8/17: Getting Your Financial House in Order
9/21: Maximizing my 401k
10/19: Budget Tips & Tricks
*Topics subject to change
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Time
(Wednesday) 12:00 pm - 12:30 pm