How Money Works: The 7 Money Milestones

Most of us don’t have our entire financial life sitting neatly in one place.

You may have retirement accounts, savings, investments, insurance, debt, workplace benefits, and financial goals you’ve been meaning to revisit. You might understand each piece individually, but how well is everything working together?

If you’ve changed jobs, been affected by layoffs, or are still figuring out what to do with an old 401(k), RSUs, stock options, or other workplace benefits, this workshop can also help you understand the questions worth asking before making your next move.

Join us for a short, practical year-end financial workshop covering several areas worth reviewing before 2027:

• Building a strong financial foundation
• Protecting your income and family
• Understanding market risk
• Preparing for retirement
• Understanding how taxes can affect financial decisions

Whether you manage your finances yourself, already work with a financial professional, or simply want a clearer picture of where you stand, you’re welcome to attend.

The goal is simple:

Leave with a better understanding of your financial picture and what may deserve a closer look.

Event Schedule

9:30 AM
Doors open, coffee and light breakfast*

10:00 AM
Financial workshop begins

10:30 AM
Q&A and wrap-up

*Coffee and light refreshments will be provided.