Personal Financial Planning

Schedule

Thu, 12 Mar, 2026 at 08:30 am

UTC-05:00

Location

Old Main 102 Belknap and Catlin P.O. Box 2000, Superior, WI, United States, Wisconsin 54880 | Superior, WI

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Join us for a four-part workshop series designed to empower individuals of all backgrounds with essential financial knowledge and skills. Ideal for students, professionals, and learners looking to enhance their financial literacy, these workshops empower you to equip yourself with the tools to manage your finances effectively and prepare for a secure future.
All workshops are in person and available to take individually.
Credit 101 - Facilitated by Ben Peters (3/12/26)
This seminar introduces the benefits and risks of credit cards, key factors to consider when choosing one, and the basics of credit scores and credit card providers.
Learning About Lending - Facilitated by Ben Peters (4/9/26)
This session addresses common lending concerns, walks through the process of securing a car loan, and explains how loans impact your credit profile.
Wealth Accumulation & Retirement Planning - Facilitated by Wendy Otterness and Jacob Pentz (5/7/26 & 6/4/26) (Two-Day Workshop)
Discover how to build long-term wealth through smart investment strategies and confident decision-making. This engaging session explores different types of accounts, mutual funds, and key historical events that have shaped market performance—equipping participants with the tools to grow and manage their money with clarity and confidence.
All sessions run from 8:30am - 3:30pm. CST
Fees:
For Complete Program: $129.00 per workshop day. Total $516.00
Single Workshop Attendee: $149.00 per workshop day.
Please register at: https://cvent.me/5MwvQN
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Where is it happening?

Old Main 102 Belknap and Catlin P.O. Box 2000, Superior, WI, United States, Wisconsin 54880

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