How to Build Your Three-Step Financial Wellness Plan

Event Information

Financial Wellbeing

Thursday, December 5, 2024
to
Online

In this workshop, you will discover the true meaning of FIRE (Financial Independence Retire Early). You will gain invaluable insights on tailoring your investment strategy to align with your income needs and with your timeline for achieving your financial goals. This session will review the tenets of financial freedom, including Dr. Kisha’s three steps to financial wellness, and discuss ways to empower yourself to take control of your financial future.

Workshop objectives include:

  • Learn to maximize your workplace retirement benefits and harness the power of a Roth IRA to supercharge your savings and investment portfolio
  • Explore the concept of dollar cost averaging
  • Understand why diversification is the key to mitigating risk and maximizing returns in your investment journey

Presenter: Lakisha L. Simmons, CEO; Brave Consulting LLC