Setting and Achieving Your Financial Goals in 2025
Are you ready to take your financial planning to the next level in 2025? Join us for an insightful workshop hosted by Black Diamond Financial Solutions, where we’ll explore practical strategies to set, achieve, and adjust your financial goals to secure a brighter financial future.
What You’ll Learn:
- Goal Setting Made Simple: Learn how to define and prioritize your short-term, medium-term, and long-term financial goals using the SMART framework.
- Adapting to Life’s Changes: Discover how to revisit and adjust your financial plans for major life events like career changes, marriage, or growing your family.
- Building a Solid Financial Plan: Explore budgeting, saving, and investing strategies to align with your goals.
- Tracking Progress: Understand the importance of regular financial reviews and celebrating milestones.
This workshop is designed to empower you with actionable steps to stay on track toward your financial aspirations.
Why Attend?
Gain personalized insights from the experts at Black Diamond Financial Solutions, a trusted firm specializing in retirement and wealth planning. Attendees will leave with practical tips and a comprehensive financial fitness checklist to guide their journey.
About the Presenters:
This educational workshop will be presented by Derrick Diksa, CLTC®, Associate Financial Advisor at Black Diamond Financial Solutions and an experienced instructor with the Money School, a program of the Delaware Community Reinvestment Action Council.
With over a decade of experience in financial planning and business consulting, Derrick specializes in helping individuals and families simplify complex financial decisions into clear, actionable steps.
A graduate of The Pennsylvania State University, Derrick combines his expertise in leadership and communication with a passion for helping others achieve their goals. His approach focuses on understanding each client’s ideal future and creating practical strategies to make it a reality.
This workshop is presented by The Money School. Log in demoneyschool.org to register and to view the full class listing.
Registration is requested and walk-ins are welcome, as space allows. To register by phone, call 302-298-3250.