About us
We host free no-pressure, informal workshops where you can learn the essentials of managing your money at every stage. We cover:
· Investing Basics: Stocks, bonds, ETFs, and how to get started.
· Tax-Smart Strategies: Ways to build wealth efficiently using accounts like IRAs and 401(k)s.
· Practical Budgeting: Creating a cash flow system that reduces stress and fuels your goals.
· Retirement Income Planning: Strategies to generate reliable, tax-efficient income when you stop working.
This is strictly educational. I am a financial advisor, but these meetings are never a sales pitch. No products will be sold, and no specific advice will be given.
Join us to build knowledge, ask questions, and gain confidence with your finances in a supportive community.
Upcoming events
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