Chalk Talk: Healthy Financial Habits for 2024

Chalk Talk: Healthy Financial Habits for 2024

“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 Edwards

Katherine is a Certified Financial Planner® and joined the Mainstreet team in 2022. She has a passion to help clients achieve financial peace of mind so they can not only achieve their goals but also enjoy life along the way. She has been in the industry since 2014 and received her CFP® designation through Kaplan’s program at Duke University in 2017. She enjoys helping clients create and implement a financial plan that is specific to their needs, values and goals. Katherine believes that having a comprehensive financial plan can change the trajectory of someone’s life and impact generations after them.

Get Started with Katherine

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