WellWorks is offering free bi-monthly financial webinar series throughout 2023, hosted by Trinity Wealth Advisors. The live stream webinar series is offered every 3rd Wednesday - 11:00 am EST. After you register, you will receive an email following each session with a recording of the webinar for future use.
Click here to sign up!
Create an Easy Budget and Start Saving - April 19, 2023
The most important aspect of financial wellness is living below your means or spending less than you earn to save for your future. A budget you can stick to is the best way to make this happen. This session provides guidance on creating a budget and goals you can use, and simple ideas to help you make it an ongoing habit.
Reduce Your Debt - June 21, 2023
Financial debt can have a real impact on your level of stress, job performance, and family life. Learn about a winning plan and the steps you can take to reduce your debt and begin to improve your overall level of financial wellness.
Are You on Track to Retire Comfortably? - August 16, 2023
It is never too early or too late to start planning for your retirement. This session provides simple steps to start now and progress at whatever pace works for your current financial situation. Saving now and planning for life in retirement no matter your age or income are the keys to success.
Investing to Build Wealth - October 18, 2023
Once you are able to start saving, it’s important to invest to build wealth over your lifetime for all of your life goals, whether your goals include buying a house, paying for education, retiring after your career, leaving a legacy for your family, or all of the above. Start with a plan for investing your assets that will grow over time.
Protect Your Family for the Future - December 20, 2023
Your most valuable asset is your family. The last step to improving your financial wellness is to prepare for your family’s future and protect your assets and your healthcare wishes. Follow these guidelines for estate planning basics.
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