Chalk Talk: Healthy Financial Habits for 2024

Posted by Katherine Edwards on Jan 5, 2024

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“MainStreet Chalk Talk”

The MainStreet Financial Planning Discussion Club

When: Tuesday 1-16-24 at 7:30pm Eastern; 4:30pm Pacific

~30-45 minutes

Recorded and able to retrieve for one week

How: Zoom Meeting

Free for current clients, $10 for guests

Email us for Recording!

Healthy Financial Habits for 2024

Hosted by: CFP®’s Katherine Edwards, Anna Sergunina, and Vida Jatulis

Join CFP’s Katherine Edwards, Anna Sergunina, and Vida Jatulis as we discuss how to cultivate healthy financial habits and implement systems that will help you reach your financial goals in 2024 – We will discuss topics such as:

-The power of consistent financial habits that not only lead to building long-term wealth but contribute now to your overall financial well-being
-How small changes in behavior can lead to significant financial improvements.
-The importance of setting specific, measurable, achievable, relevant, and time-bound (SMART) financial goals.
-Do your financial goals align with your personal values
-Automating financial processes to reduce stress and create a sense of financial balance
-The role of emergency funds and insurance in promoting financial peace of mind

Katherine Edwards

katherine@mainstreetplanning.com

Katherine’s focus is on guiding clients through retirement, ensuring they feel clear and confident about creating sustainable income and managing retirement taxes. She is passionate about simplifying complex decisions so families can enjoy peace of mind in retirement.

Get Started with Katherine

Chalk Talk: Healthy Financial Habits for 2024