JOIN US FOR A FINANCIAL WELLNESS WORKSHOP

NigelFrank,

We are pleased to offer financial wellness workshops to our employees eager to increase their financial literacy. Simply register by completing the form below and you’ll receive confirmation and reminder messages as the event date gets closer.

All workshops are completely FREE to attend. Your presenter is a certified non-profit financial educator who is providing their expertise to help attendees understand complex financial topics and make empowered decisions about their future.

Getting Fiscally Fit Webinar

Join us virtually wherever you are! You will be provided a link to join this webinar when you register below.

Space is limited, so sign up today!

How confident are you about your personal financial situation?

Most of us have concerns over one area of our financial future or the other, including: not having enough money to retire, keeping up with the cost of living, managing debt, managing investments, or being able to afford some of the big life events like starting a family, buying a house or saving for college.

Our financial wellness workshops are created to address these concerns. Build on your own knowledge with education to help reduce your stress and empower your decisions.

What We Will Cover in This Workshop:

Overcoming and understanding our financial challenges
Why creating an emergency fund is so important
Understanding the high cost of credit
Gaining control through budgeting

“A leading educational resource for those nearing retirement” –

FAQs

Who is presenting?

The majority of our presenters are local professionals who come from a financial background (CPAs, financial professionals, attorneys and other knowledgeable professionals). Social Security benefits play an important role in your retirement income plan, along with your overall financial strategy. With Social Security playing a major part in your retirement income, it only makes sense to learn from someone coming from a financial background.

Who is this for?

The information presented at our seminar can help those already retired, as well as anyone approaching retirement.

Is there a "sales" pitch?

No, our seminars are strictly educational. While presenters may hand out their business cards or brochures to provide background on their company, guests have no obligation to engage with any Taxes In Retirement 567 speaker during or after the seminar.

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