Part 2: Financial Strategy Workshop — Investing

Join us for Part 2 of our interactive, collaborative workshop focused on investing. We’ll cover types of investment accounts, key rules, and how to think about allocation over time, including target retirement strategies.

This session is designed for all experience levels—those with more knowledge can share insights, and those newer can learn in a supportive environment. Expect practical discussion, not lectures—bring your questions and leave with clear next steps.