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Financial Workshop for Families

May 4 @ 10:00 am - 11:00 am

Date: Saturday, May 4, 2024

Time: 10:00 AM CDT

Location: Virtual Webinar

Description: Now that tax season is behind us, it’s the perfect time to focus on your family’s financial well-being and future. Join Mildred Dillon, CPA, for an interactive virtual workshop that’s fun and informative for the whole family, including your kids! This event is designed to engage every family member in building sound financial plans, setting shared goals, and boosting savings together.

What You’ll Learn:

  • Family Financial Planning: Engage in activities that help each family member understand and contribute to the family’s financial goals.
  • Saving Strategies: Discover tax-free income strategies that accelerate savings for retirement, college funds, and even capital for family businesses.
  • Engagement Beyond Screens: Replace screen time with productive financial planning that brings the family closer together.

Speaker Bio: Mildred Dillon brings a wealth of experience from both corporate America and her tenure working in a family business. With firsthand knowledge of the advantages of incorporating family into business and financial conversations, Mildred is uniquely equipped to guide families to financial success.

Why Attend: This workshop is not just about improving your financial literacy but also about incorporating your entire family in the financial dialogue, which can provide invaluable life lessons to your children and strengthen your family’s future.

How to Join:

  • The webinar will be held online. Register now to secure your spot and receive a link to the live session.
  • Join here at this link

Encourage your family to participate in this enriching and empowering financial workshop to learn, plan, and save together. It’s an investment in your family’s future you won’t want to miss!

Details

Date:
May 4
Time:
10:00 am - 11:00 am
Event Category: