Event Details

Savings Essentials

Description – having a clear plan for both short-term and long-term savings is an essential part of building wealth. This workshop will provide you with the fundamentals of how to get started with a savings strategy and tips to build and sustain your accounts. Core topics:


  • The three (3) core categories of personal savings accounts
  • Save automatically
  • Understanding investing terms (401K’s, IRAs, Stocks, Bonds, Mutual Funds)
  • The basics of Social Security
* Required

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