You’re invited to a complimentary financial wellness workshop
Creating Financial Balance
a complimentary financial wellness workshop
Are you saving enough for retirement?
Learn to build a well-balanced financial and tax plan to better understand how money works, so you can make more confident decisions, and master your financial security!
Tuesday, July 27th
11:30 AM - 12:15 PM (CST)
ZOOM INTERACTIVE WORKSHOP
Workshop details
45 Minutes of Financial Education
No Sales Allowed!
Introduction and Opening
How Taxes Can Impact Your Investments
Build a Balanced Plan: The MAP
Paying Off a Mortgage Early
How to Get Started Right Now
Tuesday, July 27th at 11:30 AM - 12:15 pm(CST)
Gary A. Erickson
Todd Oldham, M.D., CFP
Our Speakers
With vast experience and numerous published articles, Gary and Todd have been active voices in the industry for years.
At this event, they will share the latest trends and investment strategies to make your retirement understandable and on track.
Money Management Educators exists to provide personal and family security through financial education. We are committed to being the premier resource for objective information and innovative ideas for financial wellness.