Very often with our Personal Finances we don’t even know where to begin! Join independent financial expert Galia Gichon for a practical yet empowering in person workshop for taking charge of your personal finances.
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Set financial goals
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Create a budget that works for you,
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Establish the habits that lead to healthy finances
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Learn how to make financial planning less time-consuming by spending 30 minutes a week
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Create a spending plan
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Save more money
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Learn about your investments
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Save more for retirement
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Take the stress and uncertainty out of planning for retirement
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Learn how to create immediate growth in your savings, retirement and investment accounts
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Review home finance, insurance, long term care and estate planning
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Galia will guide you to confidently and successfully manage your personal finances, and have more time (and money!) to do the work you love. All from an independent expert. With a volatile market, all time high inflation and rising interest rates. there is no better time to take charge of your personal finances.
This is a 3-class series. Limited to 20 people!
Come to one class. Come to two. Or come to all three!
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Oct 26. 4-6pm. Personal Finance Overview.
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Nov 16. 12-2pm. Investing at all levels.
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Dec 7. 12-2pm. Retirement Planning. Creating financial choices for your future.
1- Oct 26th. 4-6pm.
Personal Finance Overview.
You’ll set financial goals, create a budget that works for you, and establish the habits that lead to financial health. You’ll learn how to make financial planning less time-consuming and how to create immediate growth in your savings and investment accounts. Galia will also share key techniques for taking the stress and uncertainty out of planning for retirement. You’ll be able to confidently and successfully manage your personal finances, and have more time (and money!) to do the work you love. We will also cover home finance, insurance, long term care and estate planning.
2- Nov 16th. 12-2pm.
Investing at All Levels.
These are uncertain times. But here’s some good news - when it comes to investing, there are opportunities. Use this class to get better informed about investing, your investments so you can make strategic choices about your money both now and in the future. Even if you don’t have any money saved, you can start investing now. We normally think of investing as reserved for the wealthy but it doesn’t have to be that way! You’ll learn about mutual funds, asset allocation, picking the right mix of investments and how to keep your cool in this volatile market. While respecting your privacy we will go over your investments. Because it's a small question, you will all get your questions answered! All from Galia Gichon, an independent expert with 20+ years experience!
3- Dec 7th. 12-2pm.
Retirement Planning.
Creating choices for your retirement.
Does saving for retirement seem challenging? Take the stress and uncertainty out of planning for retirement with independent financial expert Galia Gichon. Whether you plan to retire in two years or twenty, there are things you can do to get your retirement savings on track. She will cover various retirement plans and what to do with your old 401k and IRAs. Successfully manage your retirement, and have more time (and money!) to do what you love.