Financial Education Sessions

Session 1: Understanding Your Bank

We will cover how banks make money, their impact on accounts, ways to leverage them, and key considerations when engaging with financial institutions.

Session  2: Day to Day Money Management

We will explore strategies to manage your finances effectively and the systems that will help you stay on track.

Session 3: Debt Management

We will discuss systems to help you pay down debt and steps to stay out of debt, understanding credit, and resources to help you pay down debt.

Session  4: Investing Basics

We will explore definitions of investing, how taxes and fees can impact your investments, and the various investment vehicles available to meet your needs.

Session  5: Retirement Planning

We will discuss how to plan for retirement, employer (401k/403b), and non-employer accounts (Traditional/Roth IRAs), & how to read your social security statement to help you save for retirement.