Brunch & Smart Money Moves: Building Your Financial House

If you’ve ever wondered whether you’re managing your money the right way—this brunch is for you.

Join us for a relaxed and engaging experience designed to help you take control of your finances and build a stronger, more secure future.

Brunch & Smart Money Moves is a practical, no-pressure session where we simplify what it really means to have your finances in order. Using an easy-to-follow “Financial House” framework, you’ll learn how to structure your money step-by-step—starting with a solid foundation and building toward long-term wealth.

During this session, we’ll cover:

• Emergency Fund: How to protect your household from unexpected expenses
• Short-Term Goals: How to prepare for upcoming life events and major purchases
• Long-Term Investments: How to build wealth for retirement and future financial independence

We’ll also answer some of the most common questions people have but don’t always get clear answers to:

• Should you be contributing to a Roth IRA, and how much is enough?
• What should you do with an old employer 401(k)—leave it, move it, or roll it over?
• How do you protect your money while still allowing it to grow?

This is not a sales presentation—it’s an educational experience designed to give you clarity, confidence, and a clear path forward so you can make informed financial decisions.

Whether you’re just getting started or looking to tighten up your current strategy, you’ll leave with practical steps you can begin applying immediately—not someday, but now.

What to Expect:

• A welcoming, small-group setting (limited seating for a more personal experience)
• Time to ask questions and get real clarity

Spots are intentionally limited to keep the experience interactive, so early registration is encouraged.

Come for the brunch, leave with a clear blueprint to build, protect, and grow your financial house.

Know what’s Happening Next — before everyone else does.

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Host or Publisher Deborah E. Carter