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Addressing questions we ask ourselves and others as we prepare for the next stage of our lives. Topics will include:

  • Financial planning is more than money.
  • Demystifying the financial planning process.
  • Financial wellness checkup.
  • Sources of retirement income.
  • Cash flow, net worth, income and expenses statements.
  • How much do I need?

Please note: This workshop will be delivered in a virtual format. Participants will receive a Zoom meeting link prior to the session and will need to have a computer or device with audio to participate.

To register for one a session, please visit the LMS          

Healthier people. Healthier communities. Thriving together.
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