Strategic Sessions - Women & Wealth: Managing Your Lifestyle
6/2/2020 12:00 PM
Event Description
Grab your lunch and meet us online through this Zoom meeting - Women & Wealth, Managing Your Lifestyle, presented by Annette Wells CFP of Morgan Stanley.
We'll be diving into these important talking points about living a HEALTHY financial lifestyle:
1. Understanding Your Paycheck
2. Set - and Stick to - a Budget
3. Be Smart About Credit Cards
4. Spend Wisely
Don't get stuck in the weeds with your finances, or, if you're feeling stuck, know that wish some shifts and effort you can get a grasp on a healthier relationship with money and ultimately build into the wealth of health and financial happiness.
*As a U.S. Small Business Administration partner, we're tasked with gathering important demographic information for reporting purposes. So we can serve you better, please fill out the form in the link below before the date of your workshop. We're looking forward to working with you!