Wednesday, March 29th, 2023 - Charlotte

Workshop: (Re)set Your Money Journey - Personal Finance for Employees 

Join us for this 2-hour  workshop, facilitated by CPB Member Vaishali Shah of Copper Seed, which offers a comprehensive look at personal finance. This is a financial education workshop designed to help you "think money," rather than just know the facts. By the end of the session, you  will have an understanding of how to confidently establish a values-based vision to direct financial decisions and balance short-term needs with long-term goals.

KEY LEARNINGS:

• Your Money Journey—Secrets to (Re)Setting the Course 

• The Seesaw Approach—Maximizing both Short- and Long Term Goals 

• Hidden Advantages of Your Money Tools

• Tracking Success Part 1—Fueling Your Journey with Cash Flow 

• Tracking Success Part 2—Establishing Your Net Worth Number

DATE: Wednesday, March 29th, 2023

TIME: 9:00 - 11:00AM

LOCATION: WFU Charlotte Center, 200 N Tryon Street, Charlotte, NC

REGISTER NOW!