Financial Wellness Overview
Schedule
Mon Mar 10 2025 at 06:00 pm to 07:00 pm
UTC-04:00Location
Plainfield Public Library | Plainfield, NJ
About this Event
Financial Wellness Overview
Come join us at the Plainfield Public Library for a session on Financial Wellness Overview. Learn the fundamentals on how to manage your money better, plan for the future, and secure your financial well-being. Whether you're just starting out on your financial journey or looking to improve your current situation, this event is perfect for anyone wanting to take control of their finances. Don't miss out on this opportunity to gain valuable insights and set yourself up for a brighter financial future!
Agenda
🕑: 06:00 PM - 06:05 PM
Introduction
Info: Who am I and what I do
🕑: 06:05 PM - 06:15 PM
Saving
Info: Emergency Fund, Keeping a budget, Where you should save.
🕑: 06:15 PM - 06:25 PM
Investing
Info: Risks, Asset Allocation, Tools
🕑: 06:25 PM - 06:35 PM
Income Protection - Insurance
Info: How Insurance Provides Income Protection and the different types of Insurance
🕑: 06:35 PM - 06:45 PM
Retirement
Info: Why it is important to plan for Retirement
🕑: 06:45 PM - 06:50 PM
Wills and Trusts
Info: How to Protect your Estate and pass down money.
🕑: 06:50 PM - 07:00 PM
Questions
Where is it happening?
Plainfield Public Library, 800 Park Avenue, Plainfield, United StatesEvent Location & Nearby Stays:
USD 0.00
