This class is for anyone who would like to review the basics for a solid financial plan. This can be someone just starting out in the workplace or someone just wanted to check that they have all the things in place.

Topics will include: financial goal setting, cash flow, building credit, savings options, the importance of having an Emergency Fund, basics of insurance, estate planning, work benefits and taxes. You will be provided with worksheets to put the suggestions into practice at home and your individual questions will be answered as well. Bring a friend!

Attendees are invited to continue the conversation after the class at The Red Lion Pub.

FREE | In person and simulcast