OCTOBER 2020
MONEY MOMENT
As the pandemic continues, we need to make changes in many things we do. And now that includes how we handle the holidays. This month Cornell Cooperative Extension of Steuben County's Financial Educator, Nancy Reigelsperger gives us some spending tips for our holidays.
How to avoid a holiday financial hangover!
Financial Planning Strategies for Holiday Spending & Savings
Financial Planner Becky Eason (who Rooted Planning Group affectionately calls their budget queen) is going to give you a few tips to save money in the upcoming weeks. 
What about the gift of Gift Cards?
UF/IFAS Finance Expert Dr. Michael Gutter has some tips, if gift cards are on your holiday shopping list.
How to Make the Holidays More Meaningful
In this blog, Financial Planner Kerrie Beene, CFP® shares three ideas on how to take the stress out of the holidays.
Download this Budget Worksheet
Download this worksheet and view a copy that is pre-filled in.
Knock Knock - Open Enrollment, Who?
Open Enrollment for 2021 generally runs from mid-October to mid-December for coverage that begins January 1, 2021. 
Sign up for the 2021 Conference!
The 7th annual Southern Tier Women's Financial Conference scheduled for September 26, 2020 at the Corning Country Club in Corning, NY has been postponed. The event has been rescheduled to October 23, 2021 when it will again be a great way to join other women as we learn how to improve our mind, body, and checkbook!

The Southern Tier Women’s Financial Conference is coordinated by Amy Irvine CFP®, EA, MPAS℠, Rooted Planning Group; Nancy Williamson, CEO, ServU Credit Union; and Nancy Reigelsperger, Cornell Cooperative Extension of Steuben County, Financial Educator.

Thank you to our amazing conference sponsors: