Financial Wellness Empowerment Series These webinars will show you how making sound financial decisions today can lead to a more secure retirement
Personal Budgeting
When it comes to improving your overall finances and economic wellbeing, it’s important to know where your money is coming from and where you are spending your income.
The goal of this webinar is to show how personal budgeting can help you meet your short and long-term goals. During this webinar, we will review the following:
- Myths and rules associated with personal budgeting
- Ways to recognize if your expenses exceed your income
- The 50/20/30 rule and how to use it with our online tool
Bridging the Gap to Retirement Income
Financial wellness is the knowledge of personal finance which enables healthier financial decisions to achieve one's goals, and to enhance the overall quality of life.
The goal of this webinar is to help you assess your financial wellness, review your current spending habits and estimate your retirement income so you can identify the "gap" between what you will have in retirement and what you will need. We'll also show you ways you can begin closing your gap today.
Join us to learn how making sound financial decisions can lead to a more secure retirement in the future.