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Building Your Financial Roadmap: A Financial Wellness Series

Building Your Financial Roadmap: A Financial Wellness Series

Highlights

  • Delivered In-Person

  • 5 weeks

  • All levels

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Location

Bellevue Avenue Branch185 Bellevue AvenueMontclair, NJ07043United States of America

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Description

Take control of your financial future with this four-part financial wellness workshop series designed to help you build a stronger foundation for making informed money decisions. Each workshop focuses on a practical aspect of financial wellness, from understanding how money grows and creating a plan for where your money should go, to preparing your family and planning for retirement.

Whether you're just getting started, looking to strengthen your financial habits, or preparing for the future, you'll gain practical knowledge, useful tools, and actionable strategies you can apply to your own financial life.

Each week we'll answer one important question about your financial future:

  • How does money grow?

  • Where should my money go first?

  • How do I prepare my family for the future?

  • How do I prepare myself for retirement?

Whether you attend one workshop or the entire series, you'll leave with practical knowledge and actionable steps to help you make informed financial decisions.

These workshops are for educational purposes only and are intended to provide general financial education. They should not be considered individualized financial, legal, tax, or investment advice.

Series Overview

  1. Session 1

    Mastering Money: Building a Financial Foundation

  2. Session 2

    Budgeting for Beginners

  3. Session 3

    Leaving a Legacy: Investing in the Next Generation

  4. Session 4

    Understanding Retirement Plans

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