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

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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:

About Me | Shannon Wilkinson, CPA

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.

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