Workshop: Financial Planning for Beginners


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If you’re looking to take control and get comfortable with your finances, this workshop is a great first step. Learn how to make financial decisions by reflecting on your personal values and how they can influence your financial outcomes.

At the end of this workshop, you will be able to:

  • Analyze the foundations of personal finance 
  • Evaluate the factors that impact your financial success 
  • Recognize the keys to obtain financial success 

What you’ll take away:

  • Summary of goals worksheet
  • Personal values assessment 
  • Foundational introduction to time value of money
  • “Bank On It” financial literacy game


SUMMER 2023: 6/5/2023 | 6pm-8pm | Monday

LOCATION: Virtual (Zoom)