Financial Planning 101
Lifelong Learning

Join us for a course that aims to improve your financial literacy. You'll be invited to understand the key components of wealth management, and through this process feel more in control of your financial life to achieve your monetary goals. Because financial planning is a lifelong endeavor, this class is appropriate for both retirees AND those still working toward it. You'll learn a variety of skills including hot to set realistic goals, budgeting and eliminating unnecessary expenses, building an emergency fund, good debt vs. bad debt, investments and compounding interest, saving for major life events, establishing the right insurance, tax-friendly financial strategies, Social Security and Medicare strategies, and legacy planning.