An Establishment Class:

Personal Finance Fundamentals

Ready to take control of your money? Learn to manage it better by gaining a better understanding of how the fundamentals of personal finance work together to lay the groundwork of a solid financial foundation.

Let’s face it, managing one’s personal finances can be a chore.  It’s a big concept that includes things like budgeting, retirement planning, saving, investing and getting out of debt. In this class, get a firm grasp on what each of these fundamental concepts mean and how they impact you.

In this workshop learn:

Our relationship with money is an ever-evolving one. Instead of feeling down on yourself for what you haven’t done yet, create a positive mindset and focus on all that you can accomplish once you’re ready to take action.

 

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February 2020

Joseph Bogardus ChFC®, AIF®, CFP®, Special Care Planner

Personal Finance Fundamentals

THURSDAY / FEB 27

@ The Establishment | 6:00PM - 7:30PM

Joseph
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April 2020

John Corraro

Personal Finance Fundamentals

TUESDAY / APR 21

@ The Establishment | 6:00PM - 7:30PM

John
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