Broker Check
13 March
Understanding Your Money


Session 1 of the workshop focuses on taking stock of your current situation.  We'll discuss how to:

  • map out your cash flow from income to savings to living expenses and fixed expenses,
  • assess the financial products you currently have and how they work together and
  • define the life goals you're trying to achieve over the next 10 years, and how you can afford them. 

This Workshop is offered at no charge.


Date and Time

Mon, Mar 13, 2023

6:00p - 7:00p EST


Bonterra, Cafe, Cocktails & Wine Bar

6809 Phillips Place Ct
Charlotte , NC 28210
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Event Registration