Financial Lunch and Learns
Each month, we will cover a topic to help you become more informed about your Financial Fitness during our 1-hour sessions. Join us each month to gain more insight into your financial fitness. Monthly topics include: Developing a Budget, Breaking Bad Money Habits & Developing Good One, Options for Investing in your 401(K)m Insurance - A Refresher Course, and Year-End Tax Planning. Our instructor is a CPA and CFP who specializes in tax planning, benefits, retirement planning, estate planning, and safe money techniques. Come learn how to be more financially fit!