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Financial Planning Workshop: Creating a Financial Blueprint for your Life

Mon, Feb 03

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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!

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Financial Planning Workshop: Creating a Financial Blueprint for your Life
Financial Planning Workshop: Creating a Financial Blueprint for your Life

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

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Steele Creek Community Place
13501 South Tryon Street, Charlotte, NC 28278

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