Broker Check
27 March
Organizing Your Finances


Session 2 of this 3-part Workshop focuses on how to:
  • Collect your financial products and balances into one tool
  • Calculate your net worth
  • Develop an intentional savings strategy
  • Pay for your financial needs, goals and life events.

This Workshop is offered at no charge.

Date and Time

Mon, Mar 27, 2023

6:00p - 7:00p EST


Bonterra, Cafe, Cocktails & Wine Bar

6809 Phillips Place Ct
Charlotte , NC 28210
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Event Registration