Financial Planning Workshop: Creating a Financial Blueprint for your Life
Mon, Feb 03
|Steele Creek Community Place
Join us for "Creating a Blueprint for Your Life", an interactive workshop designed to help you design a personalized financial roadmap that aligns with your dreams, goals, and values. Whether you're just starting out on your financial journey or looking to refine your existing plan, all are welcome!


Time & Location
Feb 03, 2025, 1:00 PM – 2:30 PM
Steele Creek Community Place, 13501 S Tryon St, Charlotte, NC 28278, USA
About the event
In this workshop, you'll learn the essential steps to create a comprehensive financial plan that empowers you to:
Set meaningful financial goals: Define your short- and long-term goals, from paying off debt to saving for major life milestones like buying a home or retirement.
Build a sustainable budget: Learn how to track your income, expenses, and prioritize spending in a way that works for YOU.
Master debt management: Understand effective strategies to pay off debt and take control of your financial obligations.
Start saving and investing: Get introduced to saving strategies and investment options to help you grow your wealth and plan for the future.
Plan for life’s uncertainties: Understand the importance of emergency funds, insurance, and other tools to protect yourself and your loved ones.
What You’ll Get:
Actionable steps to create your own personalized financial plan
Tips and strategies from financial experts
Practical tools to track and manage your finances
A supportive environment to ask questions and get the guidance you need