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.