Welcome to our FREE WEBINAR on Budgeting basics! Join us on Mar 19 2025 at 14:00 - 15:00 EST. This focuses on the fundamentals of budgeting, including why it’s important, how to create a budget using the 65/20/15 rule, and best practices for staying on track with your financial goals.

Email [email protected] to register and receive the Zoom link

[Upcoming seminars]

-Financial planning & Why we need it

Apr 2, 2pm-3pm

The importance of financial planning, highlighting the differences between planners and non-planners, when and how to plan, aligning values with goals, and the essential components of a financial plan.

-Retirement savings and investing

Apr 16, 2pm-3pm

This topic covers the importance of saving and investing for retirement, explores different retirement accounts and their benefits, explains the 401(k) and investment options, and discusses strategies for maximizing retirement savings, including considerations for old 401(k)s, Social Security.