The Financial Literacy Series is a three part workshop series open to individuals who have taken my Change Your Money Story Workshop previously. And people who want to learn more about money & how to manage it & are ready to improve their financial literacy!
1) Setting Effective Money Goals: Thursday July 16th, 8-10 pm
In this first workshop in the series we'll be chatting about & setting effective goals for our money. We are lucky enough to have, Natalie Scott, of The Heart Inspired Entrepreneur, talking to us about why goal setting that you are acutally excited about is so very important. And Paula will also address some oney basics, like building up a cash cushion, paying down debt etc.
2) Money & Planning Basics: Thursday August 13th , 8-10 pm
In our second workshop, we'll really be getting down to the nitty gritty of money basics such as what does a comprehensive finacial plan really look like? What are some rules of thumb when dealing with money? What is a mutual fund & segregated fund? Is any debt good debt? How to & where to invest your money.
3) What Your Financial Plan should look like: Thursday September 17th, 8-10 pm
In this final workshop in the series, we'll be chatting more about insurance, investments & retirement planning. We'll be mapping out different types of insurance & who they are appropriate for. Different types of investments & who should have what.
*You will leave each session with homework to do to set you up for the next session. My overall goal is to put you in a better financial position than you were in when you started the series.
*Each attendee will receive their own branded journal & bookmark
Money mindset workshop was fantastic. Thanks so much for making finances less scary, Paula! - Jessy Thomas
Paula is amazing! She is a wealth of knowledge, and super, super down to earth as well! - Melissa Ferguson
Paula is fun, easy to talk to and makes talking about money feel GOOD! I was so inspired...- Candice Thomas
This workshop is incredible! Paula takes a deep dive into our mindset around money & gives you the tools to evaluate & evolve past, old habits. Highly recommend! - Jayme Henderson
Perfect - because I'm ready to help! Let's setup a time to grab a coffee (or tea!) and find out the best financial path to embark on.
Copyright © 2020 Wilimek Financial. All Rights Reserved. Web Design by Whetham Solutions