Chalk Talk: is Shutting Down on Dec. 31, 2023

Chalk Talk: is Shutting Down on Dec. 31, 2023

“MainStreet Chalk Talk”

The MainStreet Financial Planning Discussion Club

When: Tuesday 11-21-23 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 the recording! is Shutting Down on Dec. 31, 2023

Hosted by: Anna Sergunina, CFP®

It’s always disappointing when a popular and useful service like Mint decides to shut down. Many loyal users have come to rely on Mint for their budgeting and financial management needs. This situation serves as a reminder of the potential pitfalls of relying on free services.

While free services can be appealing, they often come with a degree of uncertainty. Companies may change their business models, discontinue services, or make changes that impact users. In this case, the discontinuation of Mint serves as a reminder that having a backup plan or considering paid alternatives might be a wise choice for individuals seeking stability and reliability in their financial management tools.

Today, we’re fortunate to have Anna Sergunina with us, who will share alternative options for budgeting systems and guide you through the process of transitioning your financial data. So, let’s turn this disappointment into an opportunity to explore new and possibly even more effective solutions for managing your finances.

Some of the topics we’ll discuss:

-How to initiate transition
-What Credit Karma offers/Mint is transitioning to Credit Karma
-How to gather your data and save it
-Discussion of alternative budgeting tools

Anna Sergunina
Anna Sergunina

I'm Anna Sergunina, CFP®, President & CEO at MainStreet Financial Planning, Inc. My passion lies in serving others through financial planning, helping clients achieve their dreams like buying a home, saving for education, or retiring early. With over two decades in the industry and a CFP designation since 2009, I'm dedicated to excellence and continuous growth. Beyond work, I cherish moments with my son Liam, prioritize self-care, and engage in content creation for my Money Boss Parent Podcast and Money Library blog.

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