Beyond the Paycheck

 
Financial Planning, the GPS for Your Life
You work hard for your money, however, without a plan, it is like driving to a new city without GPS. You may have a full tank, but no clear route. Financial planning serves as your GPS, helping you identify where you are, where you want to go, and how to get there, without unnecessary debt or surprises. No jargon, no pressure, just practical guidance for real life. Topics include:
 

• Seek to Protect What You Have - Build a safety net, manage high-interest debt, and safeguard your income from life’s surprises
• Invest with Confidence - Understand how investing works (even for beginners), why time matters, and how diversification helps manage risk
• Plan Ahead & Keep More - Explore tax-aware strategies, retirement income concepts, and a clear approach to legacy planning

Leave with an interactive experience and a Personal Progress Chart showing:
 

• Where you are today
• Your next best step
• How to stay on track

If you have ever felt unsure, overwhelmed, or behind with money, this workshop will help you find direction. $15 materials fee payable in class.