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WELCOME TO YOUR FINANCIAL ALL-ACCESS CENTER

 
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Do you want peace of mind…

Over your finances? How prepared are you for retirement? Do you want better day-to-day tools and advice to help you make your financial decisions? Over four group seminars we’ll make you smarter about debt and budgeting, saving, investing, and retirement.

Below you will find resources for each seminar. Each section will include the recorded presentation, handouts, digital tools, and access to 1-on-1 financial coaching.

 
 
 

FINANCIAL ALL-ACCESS CHAPTERS

 
 
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CHAPTER 1: POWER OF INTEREST

  • Creating a budget

  • Understanding your current debt

  • Experiencing the impact of interest rates

  • Building an emergency fund

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CHAPTER 2: SAVING

Available TBD

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CHAPTER 3: INVESTING 101

Available TBD

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CHAPTER 4: RETIREMENT

Available TBD