Building Your Legacy: Saving and Investing

Join NAMI Charlotte and Ally Bank in this free, 6-session financial skills workshop designed to help you navigate personal finances.

Join NAMI Charlotte and Ally Bank in this free, 6-session financial skills seminar.

We know that personal finances are important, but can also be very confusing, complicated, and even scary. Ally Bank and NAMI Charlotte have partnered to offer this program to help support your financial safety and growth while also alleviating the mental strain that comes from difficult financial situations.

Below, check out our program:

Session 1: April 8th, 6 pm-7 pm Mind Over Money: Aligning Your Money With Your Values

• Identifying your values and money influences
• Creating a money snapshot or personal financial statement
• Reviewing the SMART framework for setting goals
• Specific Measurable Achievable Relevant Time-Bound
• Introducing strategies for success

Session 2: April 15th, 6 pm-7 pm Money Choices and Changes: Navigating Credit and Debt

• Facing debt and identifying ways to step into financial freedom
• Understanding the choices and challenges of credit and debt through the lens of an insider and an outsider
• Discussing tips and tricks to build your credit score
• Finding real-life ways to prioritize your debt, emphasize conscious spending, and build a safety net

Session 3: April 22nd, 6 pm-7 pm Your Financial Future: Discovering Why & How Banks Can Work for You

• Creating a happy path to today's banking system
• Comparing and contrasting your needs with the diverse types of financial providers
• Crafting a step-by-step plan to identify your options, find the right fit, and troubleshoot any potential issues
• Introducing strategies for opening and maintaining an account

Session 4: April 29th, 6 pm-7 pm Building Your Legacy: Saving and Investing

• Creating stability and security for you and your loved ones requires short, intermediate, and long-term planning
• Developing savings strategies for your goals and retirement
• Digging deep into the challenges/opportunities of each strategy
• Building out a realistic, three-bucket plan
• Short, intermediate, and long-term plan

Session 5: May 6th, 6 pm-7 pm Risky Business: Safeguarding Your Identity and Money

• Understanding financial risks and how to manage them effectively
• Assessing potential risk types to help you avoid them
• Discussing go-to strategies to navigate different types of risk
• Making an action plan, so you can make empowered decisions

Session 6: May 15th, 6 pm-7 pm The Power of Personal Development: Investing in You

• Discovering the value of knowing your worth and investing in your growth
• Reviewing the pillars of personal development, assessing your assets, and understanding the here and now of education
• Discussing and reflecting on where you've been and where you want to go
• Finding realistic, attainable ways to prioritize your personal development and continue investing in yourself

NAMI Charlotte Resource Center

1930 Abbott Street, Suite 403

Charlotte, NC 28203

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