Financial Planning for your Future: Simplify Your Spending & Savings Strategies

This workshop is intended to set aside time to think about budgeting including your expenses and income,establish systems and strategies for budgeting, focus on goal oriented savings, and building wealth.  During this workshop we will develop a goal board and work on a budgeting activity.  

Tip: Bring with you a list of monthly expenses and estimated payouts; if you do not have these items you will use hypothetical information to work through the activity, it is a good use of time and much more meaningful if you have the opportunity to bring these resources with you!

Each ticket admits up to TWO people to the workshop and includes ONE set of materials.  If you wish to receive an additional set of materials, please purchase an additional ticket.  Save $$$ by purchasing a five session bundle of Financial Planning for your Future (seperate link).  Each session includes light refreshments, handouts, activities, and getting started materials.

Session is hosted by Edward Jones financial advisor Jeffrey Forsythe.