Saturday, March 14, 2026, 10:30 AM - 1:30 PM
A 1 Day workshop aimed to help you help you make your personal finances thrive.
Christi will bring real-life budgeting that helps you manage day-to-day finances.
Dan will cover the basics of stock and bond allocation, and help you understand how to build a solid, passive investment strategy. And will break down the key types of investment accounts—such as traditional IRAs, Roth IRAs, and taxable accounts—so you know how to use them for your goals.
Daryl will focus on basic investing with an emphasis on how risk is reduced by knowledge.
This workshop is FREE!