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Holistic Financial Planning - Info Session

Tue, Jan 21

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Zoom - Webinar

Strategies to keep more money for you Basic principles and tips on having a more efficient financial situation

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Holistic Financial Planning - Info Session
Holistic Financial Planning - Info Session

Time & Location

Jan 21, 2025, 6:30 p.m. – 7:30 p.m. CST

Zoom - Webinar

Guests

About the event

Improving Your Financial Situation: Tips, Tricks, and Strategies


1. Create a Budget

Establishing a budget helps track income and expenses, allowing for better financial planning.

  • List all sources of income.

  • Track fixed and variable expenses.

  • Set spending limits for discretionary categories.

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