TWO SESSIONS, HELD CONCURRENTLY, WILL INCLUDE:
- Session I: Budgeting and Credit Worthiness
- In this session, you will learn how to track your money, create a plan to make the most of it, and discover how budgeting can help reduce debt while increasing your savings and investments. You'll also gain valuable steps to boost your credit score and take control of your financial future.
- Session II: Investments and Estate Planning
- In this session, you will learn how to manage your investments before and during retirement to maintain your standard of living. You will discover strategies to move your money wisely while minimizing tax burdens. Learn how estate planning safeguards your assets and ensures long-term security. You will gain insights on ensuring your wealth and assets reach the people you choose.