Smart Money Moves: Budgeting & Investment Accounts for Financial Growth

Description

Our Lunch and Learn Series is designed to provide professionals with engaging and informative sessions on a variety of topics every month. In this course, the attendee will learn how to create a realistic budget that aligns with your financial goals. The importance of saving and how to allocate funds for short- and long-term needs. An overview of different investment accounts (401(k), IRA, brokerage, etc.) and how they work. Strategies to balance budgeting, saving, and investing for maximum financial success. Common money management mistakes and how to avoid them.