Financial Education and Money Management

Helping families achieve financial well-being – keeping pace with day-to-day expenses, reaching financial goals, planning for life’s unexpected events, and securing their financial future.

Living an Exceptional Retirement (potential future programming)

The purpose of this potential course/programming is to educate participants on retirement strategies from an objective point of view. The goal is to help people be equipped with essential strategies to provide for a lifetime of income.

Potential topics include:

  • Budgeting and cash flow
  • Investing during retirement
  • Asset management and retention
  • Insurance needs
  • Estate planning

The link below will take you to a survey that we are encouraging people to respond to so that we can gauge the need for this type of programming in our area. Our hope is to provide local communities with information that is relevant, available, and important to those needing financial guidance.

Please take 10 minutes to walk through this survey so that we can better understand your desire and interest in this type of financial programming

Financial Survey

Resources

Books and Publications