Women's Financial Health and Well-Being Workshops
September 8, 2022 @ 9:00AM — September 22, 2022 @ 11:00AM Pacific Time (US & Canada) Add to Calendar
Community Foundation Epicenter: 440 San Benito St Hollister, CA 95023 Get Directions
Come learn the tools to be in control of your financial well-being.
EVENT DETAILS:
A three-part series on September 8th, 15th, and 22nd from 9:00AM to 11:00AM.
Food and Beverages will be provided.
WHAT YOU WILL LEARN:
How to budget, how to read a financial statement, important documents to keep, debt management, and more.
With Shannon Wilkinson, CPA
Investment and retirement accounts and life insurance basics.
With Alexis Winder, Financial Advisor/ Edward Jones
Estate planning, family trusts and asset protection for you and your family.
With Marla Pleyte, Estate Planning Attorney
YOU SHOULD ATTEND THIS WORKSHOP IF YOU:
- are working and want to assess your financial status and preparation for retirement
- are newly responsible for handling your finances and feeling overwhelmed.
- are nearing retirement and feeling unprepared.
- want to acquire the tools and confidence to take control of your financial well-being both now and in the future.
WHAT YOU WILL TAKE HOME:
Financial planning toolkit, including organizational binder, budgeting templates, and other resources.