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February

Financial Fitness Checkup: Your Blueprint for Financial Health

As we navigate the complexities of our financial lives, it’s essential to assess and strategize for a stable and prosperous future. This free educational workshop is designed to guide you through a comprehensive Financial Fitness Checklist, covering crucial areas such as family dynamics, personal goals, business considerations, employment changes, health care needs, money management, estate planning, retirement, and future aspirations.

What to Expect:

  • Personalized Assessment: Utilize the Financial Fitness Checklist to identify areas for discussion and improvement in your financial life.
  • Interactive Engagement: Engage in a dynamic presentation addressing the key aspects of financial planning and decision-making.
  • Real-Life Scenarios: Reflect on changes in your life over the past year and how they impact your financial goals and strategies.
  • Strategic Planning: Explore tailored strategies to meet your unique financial objectives, whether it’s adjusting to family changes, planning for retirement, or managing investments.

Expert Guidance: Benefit from the expertise of financial professionals who specialize in creating resilient and adaptable financial plans.

This workshop is ideal for anyone looking to gain clarity and control over their financial situation. Whether you’re adjusting to recent life changes or planning for the future, this session will provide you with the tools and insights to enhance your financial fitness.

About the Presenters:

This educational workshop will be presented by Kenneth Reese, MSFS, CPWA®, CFP®, CIMA®, CLU®, ChFC®, EA, Partner and Financial Advisor of Black Diamond Financial Solutions and instructor with the Money School, a program of the Delaware Community Reinvestment Action Council. 

Kenneth graduated from Penn State University, focusing on finance and law, and has over ten years of wealth management experience. He is passionate about developing tax-centered financial planning strategies and is committed to lifelong learning and client empowerment.

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.

 

Date

Feb 21 2024
Expired!

Time

1:00 pm - 2:00 pm

Labels

Library Workshop
Lewes Public Library

Location

Lewes Public Library
111 Adams Ave, Lewes, DE 19958
Category
Kenneth Reese, MSFS, CPWA® CFP®, CIMA®, CLU®, ChFC®, EA, AEP®

Organizer

Kenneth Reese, MSFS, CPWA® CFP®, CIMA®, CLU®, ChFC®, EA, AEP®
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