Financial Planning Workshop: "Using a Spending Plan to Improve Your Finances in 2025"
Mon, Dec 09
|Steele Creek Community Place
Start the year off right by taking control of your financial future! This lunch-time workshop is designed to help you create a personalized spending plan that aligns with your goals for 2025.


Time & Location
Dec 09, 2024, 1:00 PM – 2:30 PM
Steele Creek Community Place, 13501 S Tryon St, Charlotte, NC 28278, USA
About the event
Start the year off right by taking control of your financial future! This lunch-time workshop is designed to help you create a personalized spending plan that aligns with your goals for 2025. Whether you’re saving for a big purchase, managing debt, or simply looking to improve your overall financial health, this session will provide you with practical tools and strategies.
What You’ll Learn:
How to track and categorize your expenses effectively
Techniques for setting realistic financial goals
Strategies to balance your income, spending, and saving
Tips for identifying and cutting unnecessary expenses
Ways to stay motivated and accountable to your spending plan
By the end of the workshop, you'll leave with a clear, actionable plan that will put you on track to meet your financial goals in 2025 and beyond.
Who Should Attend: This session is perfect for anyone looking to take a closer look at their finances and learn how to manage their money more effectively. Whether you’re just starting out, or looking to refine your current budgeting habits, this workshop is for you!
Bring your lunch, bring your questions, and take the first step toward financial freedom in 2025!