You'll Learn To:
Meet Your Money Personality
Are you a Super Saver in search of investment inspiration? Or, maybe you’re a Big Spender (oh, we see you) looking to add a little more structure to your bank account. Time to get up close and personal about how you spend – or don’t spend – your money.
Get Your Priorities Straight
We’ll explain why your financial priorities should complement your investment strategy. Because ‘keeping your options open’ when it comes to your financial goals and timeline isn’t helping your savings grow.
Mind Your Mindset
If investing feels like nothing but risky business to you, then that’ll impact how, when, and where you save. We’ll break down best practices that’ll keep you from breaking the bank. And give you more confidence to reach your money goals.
Meet the Speakers