Chalk Talk: Healthy Financial Habits for 2024
on Jan 5, 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
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
