Gather & Grow Series: Financial Literacy — Am I Okay?
Join The Auntie Tillie Foundation for a practical, no-judgment financial literacy workshop designed to help you answer one of life’s biggest money questions: Am I Okay?
This free community event will feature:
Nick Gordon, CFP® | SKG Capital
Joel Ames, Estate Planning Attorney | Swaim, Carlow & Ames, P.C.
What You’ll Learn:
✔ Budgeting that actually works
✔ Good debt vs bad debt & how to decide between paying debt or investing
✔ Investing basics in plain language (mutual funds, ETFs, stocks, bonds, risk, time horizon)
✔ How compounding really grows wealth
✔ Credit building for teens & adults
✔ Rolling over and consolidating old retirement accounts
✔ Building your financial team: advisor, estate planner, tax pro
✔ Key questions to ask before hiring financial professionals
✔ Family money conversations that reduce conflict
✨ Special Segment: Wills & Trusts with Joel Ames — simple steps to protect your loved ones
Event Details
📅 Saturday, October 25, 2025
🕐 1:00 PM – 4:00 PM
📍 Sawmill Lofts Rotunda
1801 Bellamah Ave NW, Albuquerque, NM 87104
Extras
✅ Free Community Event
👕 Casual Dress
📝 Notebooks Provided
✨ Come ready to learn, connect, and ask your questions. Bring a friend or family member who would benefit from these tools for building financial confidence and security!
