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Financial Fitness Checkup: Your Blueprint for Financial Health

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 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. 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.

This program is 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.

This workshop is presented by The Money School. Log in demoneyschool.org to register and to view the full class listing. To register by phone, call 1-302-298-3250.

Registration is requested. Walk-ins are welcome as space allows.

Wednesday, February 21, 2024
1:00pm - 2:00pm Eastern Time
Medium Meeting Room
Lewes Public Library
  Adults     Older Adults  
  Community and Culture  
Registration has closed.