Wednesday, April 26th, 2023 - Triangle

Workshop: (Re)set Your Money Journey - Personal Finance for Employees with Vaishali Shah of Copper Seed

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 financial education workshop gives the basics of financial literacy for employees of all ages — but it is especially geared towards younger families with time to see massive savings from compound interest. Learn how to balance financial priorities based on interest rates of loss and return while staying ahead of cash-eating debt. Go over the differences between traditional IRA accounts compared to Roth IRA accounts and see a visualization of the power of compound interest. By the end of the session you will be prompted to rethink your money journey based on your financial, personal and professional life goals.

Key Learnings

• Maximizing Short & Long Term Finance Goals
• Balancing Liabilities and Assets
• Tracking Money In and Money Out
• Visualizing Compound Interest for Retirement
• Differences Between IRA and Roth IRA Accounts

DATE: Wednesday, April 26th, 2023

TIME: 9:00 - 11:00AM

LOCATION: Details Coming Soon!

REGISTER NOW!