Upcoming Workshops

Wednesday, March 26th, 2025
12 pm PT • 1 pm MT •
2 pm CT • 3 pm ET

How to Set Foundational Financial Goals

60 MINUTES

In this 60-minute workshop we’ll help you create actionable goals. 

You’ll leave understanding:

  • How to lay a strong financial foundation with an emergency fund, debt payoff strategy, adequate retirement contributions, and planning for future goals

This workshop is perfect for:

  • Anyone looking to learn how to set actionable financial goals or wanting to reflect on their current goals

Can’t make it live? Register to get the recording sent to you via email within 48 hours of the event.

 

 

Please do not unsubscribe from our emails if you wish to receive workshop recordings. Our email service provider will not allow us to send emails with workshop recordings to folks that unsubscribe. If you’ve accidentally unsubscribed and you’d like to be added back to our email list, please call 1-800-683-8663.