Financial Wellness With Lottie Barcus
Financial Wellness with Lottie Barcus
Attend the Financial Wellness Workshop to discover:
• How your personal values impact financial decisions
• How to set smart goals
• How to assess where your finances stand today…
Money Skills with Lottie Barcus
When it comes to securing your financial future, getting started is often the hardest part. But every great achievement begins with one thing: a goal. Consider using our 5-10-15-20 concept to set 4 goals for income, savings, retirement, and debt to help you on your way to financial wellness.…
Investing Basics with Lottie Barcus
Investing Basics – learn more about stock, bond, mutual fund and annuity investments and take a risk tolerance questionnaire to see what kind of investment portfolio is right for you.…
