Join us for our online Brown Bag Lunch: Financial Fitness Workshops to learn how to manage your money like a pro!
About this Event

Brown Bag Lunch: Financial Fitness Workshops

Join us for a series of online workshops focused on improving your financial well-being. Whether you're looking to save more, invest smarter, or simply understand your money better, these sessions are perfect for you. Grab your lunch, log in, and get ready to boost your financial fitness!

January 10th Getting Financial Organized

January 24th- Basics of investments

Febraury 21- Understanding taxes

March 7th- Managing debt

March 21st- IRA’s: roth vs traditional

April 4th- Basics of estate planning

Grab your lunch and log into our interactive zoom meeting for an educational session. We will cover a basic financial planning topic and then open the floor to attendees to ask questions. This is a great opportunity to expand your financial knowledge.

About your speaker

Diane Young, Managing Partner, has over three decades of financial planning experience, heling individual families, and businesses owners achieve financial success. She is a noted author and speaker on a variety of financial topics.