From budgeting to understanding investment options, this extended workshop equips you with the tools, knowledge, and mindset to make the most of your finances as we approach the end of the year.
In this workshop, you’ll explore:
- How to Give Your Finances Momentum: Reflect on your past year’s financial journey and learn how to leverage it.
- Budgeting and Goal Setting: Craft a budget that aligns with your financial goals for the new year, whether you’re saving for a dream vacation, tackling debt, or investing for the future.
- Practical Tools for Success: Discover a range of financial tools and resources to help you make informed decisions and stay on track throughout the year.
Financial Advisor, Joyce Yu, is our host with a passion for empowering everyday people to take actionable steps and grow their wealth. Joyce is your guide to financial success.
Bring your questions, pen, and paper, and get ready to embark on a transformative journey toward financial prosperity.
Ready to lay the foundation for 2025 and beyond? Reserve your spot now and chart a course to financial success.
