The Path to Financial Wellness

Program Type:

Career and Finance, ESOL

Age Group:

Adults
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Event Details

During this interactive workshop, the different areas of financial planning such as Cash Management, Risk Management, Savings Goals, Retirement and Estate Planning will be discussed. Throughout the presentation, participants will be encouraged to think about each topic and rate themselves on their own personal journey to financial wellness. Please have pen, paper or tablet ready so you can participate in the activity. Presented by Tracy Young, CDFA®, Financial Consultant at Equitable Advisors. Made possible by the Career & Personal Finance Center.

Port Washington Library Programming is inviting you to a scheduled Zoom meeting. Tracy Young, CDFA®, Financial Consultant at Equitable Advisors

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Meeting ID: 863 7328 7322
Passcode: 697789

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Meeting ID: 863 7328 7322
Passcode: 697789

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