Financial Wellness Series

April 9th will look at the basics of budgeting and debt. You will learn how to save, create a budget, manage debts, and more. We will take a deep dive into different kinds of debt including credit cards, mortgages, and student loans.

April 16th will talk about how Investments can be great tools to help you prepare for retirement. This course will help you understand how Stocks, Bonds, CDs (Certificates of Deposit), Treasuries, and more can help you diversify your retirement plan.

April 23rd will discuss how life has a funny way of changing people's plans, but that doesn't mean your retirement plan has to. This course will provide you with the tools and vehicles that can be used to put together your retirement picture.

This is not an offer or a solicitation to buy or sell securities. Certain risks exist with any type of investment and should be considered carefully before making any investment decisions. Keep in mind that current and historical facts may not be indicative of future results. Additional information, including management fees and expenses, is provided on our Form ADV Part 2, available upon request or at the SEC’s Investment Advisor Public Disclosure website, https://adviserinfo.sec.gov/firm/summary/123807.

Host or Publisher Chase Imberger