WORKSHOP DESCRIPTION

What are you saving for? A financially secure future, of course. Yet there are some stressful things going on financially in the world. It’s generally recognized that those who formulate and implement a plan succeed despite circumstances. This presentation will help attendees make a plan.

The presentation is product agnostic and:
• Takes a reading of attendees’ financial concerns
• Covers some of the phases of saving during life’s journey
• Offers some quick lessons from financial history
• Gives some ideas for attendees to take away with them

Length: 45-60 minutes
For whom? Anyone age 30+ who may be feeling financially (and otherwise) stressed and looking for ways to get a handle on saving for the future while dealing with current expenses.
thelivingbalancesheet.com