Come learn about money management at our FREE Tuesday evening Financial Literacy Workshops!About this Event
WHAT: Konspicous Foundation and Pathways NC Inc. are offering FREE Tuesday Evenings Financial Literacy Workshops
WHEN:
Tuesday, April 23rd, 2024 Financial Literacy and Tax Strategies Workshops 6pm to 8pm
Tuesday April 30th, 2024 Budgeting and Planning and Stocks and Bonds Workshops 6pm to 8pm
WHERE: OGB Community Center 2647 Freedom Drive Charlotte, NC 28208
CONTACT PERSON: Dr. Laylon Price, Email Address: [email protected]. Our website is www.pathwaysnc.com
Week One Tuesday, April 23rd, 2024: Financial Literacy and Tax Strategies Workshops
Budgeting and Saving: A Path to Financial Freedom
Workshop Description: Kick off with the essentials of creating a budget and setting savings goals. Emphasize the role of savings in tax planning, such as utilizing tax-advantaged savings accounts.
Activities: Hands-on budget creation, group discussions on savings strategies, and exploring tax-advantaged savings options.
2. Navigating the World of Taxes: Basics and Beyond
Description: Introduce the fundamentals of the tax system, including different types of taxes (income, sales, property), understanding tax brackets, and how to file taxes. Cover important tax deductions and credits that can benefit attendees.
Activities: Tax filing simulation exercise, Q&A session with a tax expert, and case studies on maximizing deductions and credits.
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Week 2 Tuesday, April 30th, 2024: Budgeting and Planning and Stocks and Bonds Workshop
Workshop Description: Understanding and Managing Debt
Description: Dive into types of debt, strategies for managing and repaying it, and how debt impacts one's financial health. Discuss the relationship between debt and credit scores, and how these affect tax obligations.
Activities: Analyzing debt scenarios, interactive Q&A on debt reduction strategies, and the impact of debt on taxes.
2. Introduction to Investing and Financial Planning
Description: Combine the topics of investing and financial planning into a comprehensive session. Cover the basics of different investment vehicles, the importance of diversification, and how to plan for the future. Include a section on how investments can impact tax obligations and the benefits of tax-efficient investing strategies.
Activities: Investment strategy game, workshop on creating a financial plan that includes tax planning, and discussions on insurance as a wealth protection tool.
Event Venue
2647 Freedom Drive, 2647 Freedom Drive, Charlotte, United States
Tickets
USD 0.00