Achieving Financial Wellness | 9-10 AM EST
Virtual Presentation
July
16th
Financial Education Virtual Workshop
Managing personal finances might seem simple at first glance but for most people, it’s not always easy. Each of us has our own values, goals, and habits, and we’re all navigating a complex economic landscape: inflation, tariffs, interest rates, market volatility, employment trends, fraud, and more. On top of that, social media is flooded with financial advice – some helpful, some misleading. This session cuts through the noise to separate fact from fiction. We’ll explore key areas of personal finance that often trip people up, providing practical guidance to help you take control and build a healthier financial future.
Key Topics:
- How do you measure financial health? What are the key metrics?
- Why a monthly spending plan is so important for financial health
- Popular websites and apps to help manage your finances
- Do credit scores really matter?
- Preparing for retirement – investment options and the questions should you be asking