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This financial literacy workshop series will cover essential topics to help people assess their money mindset.
Led by Kate Kelley, Certified Financial Planner® and owner of Premise Financial Group, "Blueprint for Financial Success” explores the basics of building financial security, including managing debt, growing savings, and safeguarding against risk and unexpected events. The seminar covers the five core competencies of financial literacy: Income, Budgeting, Saving, Borrowing and Protecting.
Each course will include an interactive workbook, to help the participants write out their goals, assess their current income and expenses, create a monthly budget, as well as a Q & A opportunity related to covered topics.
This workshop series aims to empower all participants with the financial knowledge and skills necessary to make informed decisions, manage risks, and secure their financial futures. By equipping participants with these tools, Kate hopes to make a meaningful contribution to their long-term success.
